Risk & P&L
What it is
The risk and P&L surface is where the trader watches the financial health of the account — profit and loss, margin impact, and overall account state.
What the trader does here
- Tracks realised and unrealised P&L across positions.
- Watches margin level and the impact of open trades.
- Monitors connection and live-data status.
- Reacts when account state changes — for example, when margin runs low.
📷 Screenshot: AltTrade financial metrics panel showing P&L, margin level, and account state.
Pitch talking points
- Real-time P&L and margin keep traders informed and reduce disputes.
- Margin monitoring protects both the trader and the operator from runaway risk.
- Account-state signals are visible to the trader, not hidden in a back office.
- Risk visibility is shared with the operator's Admin Panel for oversight.
Connects to
- Process flow: Account risk and margin flow
- Admin setup: Phase 5 — Configure trading products (in Full platform setup).