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Dashboard¶

A local web page showing everything the bot has done. It is read-only: it reads the journal and scheduler files, never connects to IBKR, and listens on 127.0.0.1 only. It refreshes every 60 seconds and follows your system theme (or use its Theme button).

Native: http://127.0.0.1:8765 (LaunchAgent com.guardrail-trader.dashboard), or run .venv/bin/python scripts/dashboard.py by hand.
Docker: the dashboard container publishes the same URL.

Screenshots

Taken from a real paper account with scripts/screenshot_dashboard.py (Playwright), once per theme. Switch this site's theme to see the matching version.

Dashboard overview

Summary tiles¶

Summary tiles

Tile	Meaning
Portfolio value	Cash plus holdings at the last run's prices, in the base currency
P/L	Against the total deposited (the ledger), so a top-up is not counted as profit
Cash	The bot's virtual cash (its ledger, not the whole paper account)
Drawdown	Fall from the peak value, with a meter towards the kill switch
Orders this month	Used vs `max_trades_per_month`
Brokerage paid	Commission on booked fills (base currency), fill count and % of traded value
LLM spend	This month vs `LLM_MONTHLY_BUDGET_USD`
Last run	Time and status of the most recent run
Scheduler	Running or silent (from the heartbeat), plus the next slot in local time

If the kill switch has fired, a red banner shows the reset command.

Portfolio value and holdings¶

Value chart and holdings

The chart plots the value at the end of each run against a dashed line of capital deposited (it steps up at each top-up); hover for run details. Holdings show quantity, average cost (including commission), last price, value, P/L and weight. Prices come from the snapshots the journal writes at the end of each run, so the dashboard needs no broker connection.

Time window for the tables¶

Decisions, Runs and Fills start with the latest 2 trading days and share one window. The bar above Decisions says what is shown (Decisions 5 of 18 · Runs 4 of 28 · Fills 5 of 11) and has Show 2 more days, Show all and Back to 2 days.

A trading day is a US/Eastern calendar date that has at least one run, so the open and close slots share a day and weekends or holidays don't use up the window.
The window only affects those three tables. The value chart, KPIs and holdings always use the full history.
The same window is available from the API: /api/data?days=2 (default), ?days=7, ?days=all. Anything else returns HTTP 400. "All" is capped at 5,000 rows per table.
It resets to 2 days when the page is reloaded. The 60 s auto-refresh keeps the window you chose.

Decisions¶

Decisions

Every order Claude proposed, with the gate's verdict (and block reasons), what IBKR did with it (filled, partial, not filled, dry run) and Claude's own reason. Filters: all, approved, blocked, and hide dry/fake runs.

Runs and transcripts¶

Runs Runs

One row per run: mode, status, value, approved/blocked counts and LLM cost. Click a run to open Claude's step-by-step transcript, with every tool call and result:

Transcript drawer

Fills and LLM spend¶

Fills and LLM spend

Fills are what actually executed at IBKR and was booked in the ledger. LLM spend is cost, runs and tokens per month.

Where it's implemented¶

Piece	File
HTTP server (standard library; `/`, `/api/data`, `/api/transcript/<run_id>`)	`scripts/dashboard.py`
Data layer	`guardrail_trader/dashboard_data.py` → `build()`, `transcript()`
Page (HTML/CSS/JS, inline SVG, no external dependencies)	`guardrail_trader/web/dashboard.html`

Regenerating the screenshots¶

.venv/bin/pip install -e ".[screenshots]"
.venv/bin/python -m playwright install chromium
.venv/bin/python scripts/screenshot_dashboard.py    # dashboard must be running on :8765