Clicking an instance from Instances opens its
detail page — the full picture of that one running instance, and the controls
for it.
Header and actions
The header shows the instance’s name and current status. From here you can:
On a Binance instance, switch its execution mode (Simulation / Demo /
Live). An IB instance has no switch here; a small status chip beside its
name shows whether the IB connection is running.
Reload it, so it picks up the latest saved policy and settings.
Run Diagnostics — a quick check of the instance’s own health.
Edit its settings, or Stop it. If the instance holds an open
position, Stop asks you first: confirming closes the position at the market
price, then stops the instance. See the note on stopping an instance with an
open position in Instances.
If the instance stops working correctly, a banner says so and offers a reset.
Instance Information & Parameters
A collapsible card with everything the instance is configured with: strategy,
version, attached execution policy, symbol, timeframe, position size, and entry
mode — plus execution mode and leverage on Binance instances. An instance on
the Pro Exit method also shows its stop-loss mode, its engine, and a section of
entry and exit parameters; an instance on the standard exit shows its fixed
take-profit and stop-loss there instead. Its indicator parameters sit further
inside. This is where you go to check exactly what an instance is running
without having to reconstruct it from memory.
Positions
A table of this instance’s positions, open or closed: symbol,
side, status, entry and exit time, entry and close price, take-profit and
stop-loss, size, realized profit and loss in dollars and percent, and — for
closed trades — how far the trade ran in your favor and against you before it
closed, its return measured against the risk taken, the reason it closed, and
which execution policy and version governed the exit.Read the TP and SL columns as what was set up for the trade, not as
live levels. On a standard-exit instance they are the take-profit and
stop-loss placed when the trade opened. On a Pro Exit instance there is no
resting take-profit order: TP shows the price of a partial close once one
has filled, an estimate of that partial close while the trade is open, or a
dash. SL shows the stop placed when the trade opened, even if the stop
later moved with the trade. How those exits work is covered in
Exit Rules.
What-If
A What-If panel lives on this page too, letting you re-run “what would have
happened” scenarios against this instance’s own closed trades. It has its own
write-up under Analytics.
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