Navigating the workspace

The scope setting has four switches: forex, stocks, futures and crypto. Indices and commodities sits inside forex. Almost nobody trades all of them. A workspace showing all of them is a workspace where nothing is findable.

Market scope is a setting, not a filter applied each visit. Set it to what you trade and the navigation, the lists and the default views narrow to match.

This is worth doing before anything else. A reader evaluating the platform across every asset class sees a great deal of activity and no signal; the same reader scoped to four currency pairs sees a desk.

The Intelligence board lists instruments with the current assessment against each. Start there. It answers the only question that applies to everything at once: where is anything happening. Each asset class also has its own page, and they differ in shape: stocks, crypto and futures list instruments, while forex drives one pair at a time from a watchlist.

From a board row, the instrument opens into its brief: the assessment in full, the confidence band attached to it, the Desk Note, and the levels the read refers to.

The chart is a separate surface rather than a smaller panel. Reading price action properly needs the room. The overlays there are the same structural features the assessment refers to, so the two can be read against each other rather than in sequence.

Alerts fire on a change of state: a read that was balanced becoming directional, a level being reached, a condition shifting. They report that something is now different from when you last looked.

The framing is deliberate, and it changes how alerts should be used. An alert is a reason to open the instrument and read the current assessment. It is not the assessment, and nothing about it decides what to do.

Price alerts are separate and do exactly what the name says: they fire at a level you set.

The journal records the decision, the read it rested on and the result. It stores the read as it stood at the time, which is what a later review needs and what memory does not supply.

This is the part most often skipped and the part that makes the rest worth anything. An assessment you agreed with and one you overrode look identical a month later unless one of them was written down.