WEBVTT

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A dashboard is useful when you understand how current its information is.

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The screen being open does not prove that every part has finished

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loading or that every service is responding.

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Start with the update connection indicator. When it says Live connected, it

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reports the connection used for live updates. Here, live describes the flow

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of information. It does not select Live trading mode, verify every exchange

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permission, or prove that an order succeeded. Check those things in their

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own places.

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If the indicator offers Connect live updates, the update connection is not

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currently active. If it asks you to sign in, account access needs

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attention. Read the actual message you see. Different parts of the app

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can depend on different requests, so one healthy indicator does not guarantee

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that a balance or chart has loaded successfully.

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Now separate four situations. Loading means the app is still trying to

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obtain information. An empty result means the current request or view has

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no items to show. Stale information means you may be seeing an

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older result. An error means something prevented the requested information from being

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obtained or displayed normally. These states need different explanations.

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Imagine that Portfolio has no rows. Perhaps there are no positions in

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this mode. Perhaps a filter hides them. Perhaps the request has not

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finished. Read the surrounding labels and messages before deciding. An empty panel

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by itself does not prove that the account has a zero balance.

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A dash beside a value is not the number zero either.

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Look for a displayed update time, reference delay, loading message, or error

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notice when one is available. If there is no visible timestamp, do

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not invent one. Say that freshness has not been confirmed. This is

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especially useful when comparing a chart, a balance, and a transaction record

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that may update at different times.

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When something looks wrong, first confirm your mode and account context. Then

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check the search or filters and read the message. Allow a loading

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request to finish. Use a retry or refresh control if the affected

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view offers one. If the issue continues, note the affected section and

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the message so you can seek help without sharing account secrets.

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One situation deserves extra care: an uncertain order result. Refreshing a view

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is not the same as submitting the order again. Check the relevant

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activity and exchange record before repeating a financial action. Our troubleshooting chapter

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will cover that process in detail.

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For this page's check, explain the difference between an empty account view

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and a failed balance request. Then find the update indicator and explain

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what it tells you, without using it as proof of trading mode

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or trading success.
