KI-Trading Platform Tutorial — Navigating the Dashboard Efficiently

Immediately customize your chart layout. Most traders overlook this, but arranging your candlestick charts, order book, and timeframes to match your strategy can cut decision time by half. Place the assets you watch most on your primary screen and save this configuration as a preset. You will not need to reset your workspace after each login.

Your portfolio allocation widget holds the key to risk management. Do not just glance at the total value; drill down into the percentage each asset represents. If a single cryptocurrency exceeds 15% of your holdings, the platform can flag it for review. This simple alert prevents overexposure and encourages a disciplined rebalancing strategy, turning raw data into a proactive defense against volatility.

Order execution speed depends entirely on your hotkey setup. Memorize the commands for instant market orders and preset limit entries. For example, assigning ‘Alt+B’ to buy a specific amount of ETH at the current price shaves critical seconds off your entry. Practice these shortcuts until they become instinct, transforming your dashboard from a monitoring tool into an extension of your trading intuition.

Customize Your Workspace Layout and Widgets

Drag and drop any widget header to reposition it instantly on your dashboard. Your platform automatically saves each new arrangement, so you can experiment freely without losing your preferred setup.

Click the ‘+’ icon in the top right corner of the dashboard to open the widget menu. Here, you’ll find over 15 specialized tools. Add a ‘Technical Analysis’ widget for chart overlays or a ‘Screener’ panel to filter assets based on your specific criteria, like volume exceeding 500k or an RSI below 30.

Tailoring Widget Data and Display

Most widgets are interactive; click the settings cog on a price chart widget to adjust the candle time frame from 1 minute to 1 day or change the asset. You can resize any chart or panel by dragging its bottom-right corner, allowing you to give more screen space to your main price chart while keeping order entry buttons visible.

Create multiple workspaces for different strategies. Name one “Scalping” with tick charts and Level 2 data, and another “Long-Term” for portfolio analytics and news feeds. Switch between them using the tabs at the top of your screen to keep your focus sharp.

Setting Up Your Watchlists

Populate your ‘Watchlist’ widget with more than just symbols. Right-click within the widget to add columns for real-time data like P/E ratio, daily gain, or bid/ask spread. Group assets into separate lists–one for major forex pairs and another for volatile tech stocks, for instance–to monitor opportunities faster.

For a cleaner view, minimize widgets you aren’t actively using by clicking the ‘-’ icon on their header. They remain accessible without cluttering your screen, perfect for keeping an economic calendar on hand but out of the way during high-volume trading periods.

Set Up Price Alerts and Order Triggers

Open the ‘Alerts’ module from your main ki trading platform dashboard. This central hub gives you control over all your market notifications and automated trade instructions.

Configuring Real-Time Price Alerts

Select ‘Create Alert’ and choose the specific asset. Set your trigger condition: specify a price point for ‘Above’ or ‘Below’. Instead of a simple pop-up, configure the alert to send an email or a mobile push notification. This ensures you are informed of market movements even when you are not actively watching the charts. You can set multiple alerts for support and resistance levels on a single asset.

Moving from Alerts to Automated Orders

For immediate action, use order triggers instead of basic alerts. Locate the ‘Conditional Orders’ tab within your trading terminal. Here you can set a trigger price to execute a market or limit order automatically. For instance, set a ‘Buy Stop Order’ above a resistance level to enter a breakout trade, or a ‘Sell Stop Loss’ below your entry to protect your capital. These orders reside on ki’s servers, not just your local device, so they execute exactly as planned regardless of your computer being on or off.

Review and manage all your active alerts and triggers from the same module. Edit or cancel them with one click as your strategy evolves, keeping your automated tools aligned with your current market analysis.

FAQ:

How do I add or remove widgets from my main dashboard view?

You can customize your dashboard by clicking the ‘Edit Layout’ or ‘Customize’ button, usually found in a top corner of the screen. This will put your dashboard into edit mode. To add a widget, look for a ‘+’ icon or a ‘Add Widget’ button. This typically opens a menu listing all available widgets, like price charts, watchlists, or order books. Click on one to place it on your dashboard. To remove a widget, you’ll usually see a small ‘X’ in the widget’s corner when in edit mode. Click it to remove the panel. Remember to save your new layout before exiting the edit mode.

What does the ‘Margin Ratio’ indicator mean and why is it important?

The ‘Margin Ratio’ is a key metric for traders using leverage. It represents the percentage of your own funds (equity) compared to the borrowed funds (margin) you are using in your open positions. A lower ratio means you have more equity backing your trades, which is safer. If the Margin Ratio increases too much, it means your positions are moving against you and your available equity is decreasing. If it reaches a certain level (e.g., 100%), the platform will automatically issue a margin call and may liquidate your positions to prevent further loss. Monitoring this helps you manage risk and avoid forced liquidation.

I see ‘Bid’ and ‘Ask’ prices on my order book. Which one do I use to buy immediately?

To buy an asset immediately at the current market price, you would use the ‘Ask’ price. This is the lowest price a seller is currently willing to accept for that asset. Conversely, if you want to sell an asset immediately, you would do so at the ‘Bid’ price, which is the highest price a buyer is currently willing to pay. The difference between these two prices is called the spread. A market order to buy will execute at the best available Ask price, ensuring a fast fill for your order.

Can I set up price alerts directly from the dashboard chart?

Yes, most platforms allow you to set alerts directly from the price chart. The process is generally straightforward: locate the specific price level on the chart you want to monitor. Right-click on that price point on the chart’s y-axis. A context menu should appear with an option like ‘Create Alert’ or ‘Set Alert at this Price’. Clicking it will open a dialog box where you can confirm the price, choose the condition (e.g., when price goes above or below this level), and select how you want to be notified (e.g., by email, SMS, or platform notification). This method is often faster than navigating through a separate alerts menu.

My ‘Open P&L’ is fluctuating wildly, but I haven’t closed any trades. Is this normal?

This is completely normal behavior. ‘Open P&L’ (Profit and Loss) shows the unrealized gain or loss on your currently active positions. It updates in real-time based on the current market price of the assets you hold. If the market price moves up, your open P&L on a long position will increase (showing a profit), and if it moves down, the P&L will decrease (showing a loss). This figure is only theoretical until you actually close the position. The constant change simply reflects the live market movement. It becomes a realized P&L, or your actual profit/loss, only once the trade is closed.