Your trading record
Quanify keeps several different views, and they answer different questions. Knowing which one to open saves a lot of time when something looks wrong.
Four questions, four places
| You want to know… | Open |
|---|---|
| What am I holding right now, and what is it worth? | Home, under Trade Status |
| How is each account doing today? | Home, under Account Health, or Connections |
| What is open and resting across my copy group? | The Cockpit's Open Orders book |
| How has this strategy actually performed? | The strategy's own page in the library |
Home
Home is the read-out of everything you have running. Apart from the flatten controls and the trader switches, nothing on it places a trade.
- Total Equity and Net PNL: equity across every connected account, with net P&L split into unrealized and realized.
- Account Health: each sub-account with its P&L over the window the leaderboard is set to: day, week, month or all time. The first seven rows show on the card; expand it for every account with balance, open P&L, day P&L and status.
- Trade Status: every open position, on which account, with its unrealized P&L, a Close button per position and Flatten All.
- Strategy Leaderboard: your strategies ranked over the same window; expand it for totals, best and worst.
- Quick Trader Management: a switch per trader. On a Copy Trader plan this card is locked.
- This Week: the economic calendar for the week, with impact marked.
It keeps itself current. Balances and positions re-poll on their own, fills push a refresh within a second or two, and there is no refresh button to remember. If the execution engine becomes unreachable the top bar says so, and signals and copy routing pause until it is back.
Live P&L
Open P&L is priced from a live quote feed against each position's entry. If the feed is reconnecting, the figure holds at its last price and turns yellow with the reason in its tooltip rather than dropping to zero. Day P&L resets with the futures session.
Strategy pages carry the strategy's record
Every published Quanify strategy has its own page: the equity curve with a drawdown view, a monthly P&L calendar, the trade list, key metrics and the ratio block, Sharpe, Sortino, Calmar and recovery factor.
Where a strategy has been running live on Quanify, its forward-recorded signals are appended to the historical record and the metrics recompute over the combined set, with the boundary marked so you can see where the backtest ends and live recording begins. Signals are recorded whether or not they filled for you, so the strategy's record is the strategy's, not a reflection of your own routing.
Fill alerts
If you would rather be told than go looking, turn on the order fill sound in Settings and Quanify raises a toast, with a chime, as fills land, wherever you are in the workspace. See Fill alerts and sounds.
Coming soon: Trade Journal, Analytics, Portfolio Builder
Three tracking surfaces are in the sidebar marked Soon and are not open yet. The Trade Journal will be the durable, per-trade account of what you did and why. Analytics today is the definitions page for every metric a strategy page shows; the account-level analytics tab comes with the journal. The Portfolio Builder will measure published strategies as a set. Each page says what is planned so nothing here reads as a feature you have.
Privacy
Hide ID in Connections masks identifiers and balances when you are sharing a screen. Your positions, balances and routing are visible only to you and to Quanify's own administrators.