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Heron Copier provides a dashboard where you can monitor your connected accounts. The dashboard provides you with a quick overview of the status of your connected accounts. Not only can you monitor your connected accounts, but you can also manage your accounts, view your trading history, and even close trades directly from the dashboard.

Accessing the Dashboard

To access the dashboard:
  1. Open your web browser and navigate to the Heron Copier website.
  2. Click on the “Dashboard” link in the top navigation bar, or go straight to dashboard.heroncopier.com.
  3. Enter your license key and click “Submit”.
The dashboard works in any browser, including on your mobile phone.

Dashboard Overview

The dashboard provides you with an overview of your connected accounts. Here’s what you can see on the dashboard:
  • Account Status: The status of the copier instance (e.g. connected, disconnected, paused, etc.)
  • Account Statistics: The name of the account, the account number, the balance, the equity, and the floating profit.
  • Open Positions: A list of the currently open positions on the account.
  • Logs: A list of the logs of copied or attempted trades made by the copier.
  • Account Settings: A set of settings you can configure for the account (e.g. risk multiplier, symbol mapping, etc.)
  • Pause/Resume: A button to pause or resume the copier for the account.
  • Close All Positions: A button to close all trades on the account in case of an emergency.
  • Kill Switch: A button to stop the copier instance entirely.
There are 3 different viewing modes on the dashboard:
  1. Table View
  2. Connection Map View
  3. Cards View
The filter row (platform, name or account number, masters or slaves) works in all three views, and your filter stays in place when you switch views.

Table View

Table view allows you to see all your accounts in a tabular format. This is useful if you want to quickly see the status of all your accounts at a glance. On cloud account rows, the red trash icon at the end of the row removes the account from the cloud copier. You’ll be asked to confirm first. If the account is a master, its connected slave accounts are listed and removed with it. Local copier rows don’t have this action.

Connection Map View

Connection map view allows you to see the connections between your accounts. This is useful if you have a complex network of accounts and you want to see how they are connected to each other. You can reorganize the nodes on the connection map by dragging and dropping them. You can also add notes to the connection map to help you remember the purpose of each connection. Do note that the notes and the position of the nodes on the connection map are stored locally on your browser. They are not synced across devices or saved on our servers.

Cards View

Cards view shows each of your accounts as a card with its status, balance and equity. It includes both the cloud accounts we run for you and the local copiers on your PC or VPS.
  • Cloud account cards: view or edit the account’s copy settings, pause or resume it, redeploy it, or remove it.
  • Local copier cards: pause, resume or killswitch the copier.
Most cards also have shortcuts to view open positions, trade history and logs, and to close all positions. If you don’t have any cloud accounts yet, Cards view shows an Add Your First Account card to get you started.