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TradeStudio – Dashboard & AI Orchestrator Guide



User Guide

TradeStudio Dashboard + AI Orchestrator

Learn how to use TradeStudio’s automation, portfolio dashboard, and
AI Orchestrator to manage, optimize, and protect your trading
account with speed and precision.

Automated entries
AI portfolio assistant
1-click position control
Soon: fully autonomous loops

AI Orchestrator
Live Portfolio Insight

You
Close all losing positions over 5 USDT and give me a
report.

Orchestrator
Closed 5 losing positions with a total realized loss of
-51.91 USDT. 15 positions remain open.
Full breakdown below.

Total Position Value
$13,551.04
Unrealized PnL
-0.41%
Positions in Profit
10 / 20

Section 1

Trading Basics

TradeStudio combines automated entries with manual controls so you
can run a strategy on autopilot while still stepping in whenever you
see an opportunity.

Automated Trading
Recommended

TradeStudio automation opens positions based on a predefined
strategy – a set of rules and conditions you configure.

  • Automatically opens trades when your conditions are met.
  • Runs 24/7 without emotional bias.
  • Can be toggled on/off at any time.
Manual Trading

You can always open positions manually whenever you like.

  • Take advantage of real-time market intuition.
  • Test ideas alongside your automated strategy.
  • Manual and automated trades appear in one clear list.

Position Dashboard
Overview

Once positions are open, the main dashboard becomes your trading
cockpit.

  • View all open positions in a clean table layout.
  • Sort by P&L, symbol, size, or leverage.
  • Review charts per asset (screenshot in product).
  • Close positions directly from the main screen with 1 click.

This gives you a fast, modern way of seeing how your strategy
and decisions play out in real time.

Section 2

Meet the AI Orchestrator

The AI Orchestrator is your trading copilot. It sees the same
positions you see, understands your intent, and turns natural-language
instructions into precise portfolio actions.

What the Orchestrator Can Do
Capabilities
  • Open and close positions on demand.
  • Close specific groups of trades (e.g., all winners).
  • Sort and filter by profit, loss, risk, or leverage.
  • Review your entire portfolio at once.
  • Suggest risk and optimization actions.
  • Generate detailed, readable reports.

Why Use It?
Superpowers
  • Accuracy – executes exactly what you ask for.
  • Speed – turns multi-step tasks into one command.
  • Clarity – responds with tables, summaries, and action plans.
  • Fun – trade by conversation, not by clicking through menus.

Section 3

Conversational Trading

Instead of manually hunting through positions, you ask the
Orchestrator what you want to happen – it reads the screen, acts, and
reports back.

Example 1: Close Losing Positions
Loss Mitigation
You: close all losing positions which are over 5 usdt in loss. report

The Orchestrator will:

  • Find all losing positions with more than 5 USDT loss.
  • Close them at market price.
  • Return a report with symbol, PnL, ROE, and status.
  • Show the total realized loss and how many positions remain open.

Example 2: Take Profit on Winners
Profit Capture
You: close all profitable positions which are over 3 usdt in profit. report

The Orchestrator will:

  • Find all trades with more than 3 USDT in profit.
  • Close them and list each position.
  • Calculate total realized profit.
  • Confirm profits are reflected in your account balance.

Section 4

Advanced Portfolio Intelligence

Beyond single actions, the Orchestrator can review all positions on
the screen, score risk, and build a complete action plan for you.

Example: Full Portfolio Review (20 Positions)
Deep Analysis

Sample request:

You: review the 20 positions on the screen, and suggest an action plan.

The Orchestrator responds with:

Overall Portfolio Health
Metric Value
Total Position Value $13,551.04
Total Unrealized PnL -0.41%
Total Cumulative Realized PnL -129.30 USDT
Positions in Profit / Loss 10 / 10

This instantly shows portfolio health without manual calculations.

Action Plan Highlights
  • High-risk positions: flagged with immediate actions (e.g. reduce exposure, monitor closely).
  • Medium-risk positions: recommended to add stop loss or protection.
  • Strong performers: suggestions to trail SL, lock in profits.
  • Portfolio-level suggestions: leverage mix, diversification, and conviction sizing.

The Orchestrator also summarizes “Do this right now” and “Monitor
today” steps, then asks if you’d like it to execute them.

Section 5

AI Orchestrator Command Cheat Sheet

Use this quick reference to talk to the Orchestrator like a power
user – from simple queries to full portfolio instructions.

Basic Commands
Getting Started
  • “Show me my open positions.”
  • “Sort my positions by profit.”
  • “Which position is my biggest loser?”
  • “Close my BTC trade.”
  • “Close all losing positions.”
  • “Buy 100 USDT of BTC.”
Intermediate Commands
Portfolio-Level
  • “Close all losing positions over 5 USDT.”
  • “Close all profitable positions over 3 USDT.”
  • “Flatten everything.”
  • “Show me all positions with no stop loss.”
  • “Which positions are over 5x leverage?”
  • “Which trades should I consider closing?”

Advanced Commands
Full Intelligence
  • “Review all 20 positions on the screen and build an action plan.”
  • “Analyze my entire portfolio and tell me what to improve.”
  • “Give me a risk report for all my positions.”
  • “Close half of all positions that are up more than 5%.”
  • “Reduce exposure on all 5x leverage trades by 20%.”
  • “Set stop loss on all unprotected positions.”
Tips & Tricks
Power User
  • Be specific: “Close all losing positions over 5 USDT.”
  • Reference the screen: “Review the 20 positions visible on my screen.”
  • Chain actions: “Identify high-risk trades and close the worst two.”
  • Speak naturally: “Help me clean up the bad trades.”
  • Ask for clarity: “Give me a full report” or “Summarize the results.”

Section 6

Coming Soon: Automated AI Orchestrator

The next phase of TradeStudio is the ability to automate the
Orchestrator itself – running your favorite commands on a schedule for
continuous rebalancing and optimization.

What It Will Do
Autonomous Loops
  • Schedule AI-powered tasks to run automatically (e.g. every 5 minutes).
  • Continuously rebalance your portfolio.
  • Auto-take profits and move stop losses.
  • Apply risk rules 24/7 without you needing to be there.

You define the rule. The AI runs it on loop. Your account stays
optimized in the background.

Example: Profit Protection Loop
Scheduled

Sample rule:

Every 5 minutes, run:
“Close all my profitable positions which are over 5 USDT, and adjust the stop loss to entry on all my profitable positions which are under 5 USDT in profit.”

This automation:

  • Locks in profits above +5 USDT.
  • Moves SL to entry for near-winners, preventing winners from turning into losers.
  • Runs continuously according to your schedule.
  • Effectively turns your portfolio into a self-optimizing system.

Full User Control
Your Rules
  • Enable/disable any automation instantly.
  • Edit schedules and thresholds at any time.
  • Combine multiple routines (risk + profit + cleanup).
  • View execution logs for transparency.
  • Pause automation in highly volatile markets.
  • Manually override at any moment.

Section 7

Before You Trade

A quick checklist to make sure you’re using TradeStudio to its full
potential.

  • Confirm your automation rules reflect your strategy.
  • Review leverage and position sizing on the dashboard.
  • Use the Orchestrator to find trades without stop losses.
  • Run a quick portfolio review via the AI before big market moves.
  • Keep this cheat sheet handy while you get used to conversational commands.

TradeStudio — Dashboard & AI Orchestrator User Guide · v1.0