Workspace & monitoring

This page is a tour of the screens you’ll spend most of your time in once Cortiq is set up. By the end you’ll know which screen answers which question and the daily rhythm that ties them together.

What this is

After installation and the first session, you stop thinking in terms of features and start thinking in terms of screens. The workspace is the daily operating surface: where you start sessions, watch them run, review what happened, and decide what to change next.

Cortiq groups these screens under Library in the sidebar, with one diagnostic screen under Tools. Each one answers a specific operational question — what’s running right now?, did today go well?, why did the AI take that trade?, is the provider healthy? — and the answer lives on exactly one screen.

This page introduces each screen and recommends a daily rhythm. The deeper “why” of each entity (sessions, journals, trade ideas) lives on its own dedicated page.

How it fits into Cortiq

Screen	Question it answers	Lifecycle phase
`Home`	What’s running right now, and what should I do next?	Orientation
`Dashboard`	Is the platform healthy across all my accounts?	Monitoring
`Sessions`	What is each running session doing right now?	Active operation
`Trade Ideas`	Which standalone theses are open and what’s their status?	Active operation
`Journal`	Why did this trade or session behave that way?	Review
`Session Reviews`	What did the AI learn from completed sessions on this instrument?	Review
`Cohorts`	Which configuration is outperforming the others?	Review
`Conversations`	What is the AI actually saying across sessions?	Review / debug
`System Messages`	What background events and trade operations have fired?	Monitoring
`Provider Health`	Is the AI provider reliable and authenticated today?	Diagnostics

How to use it

Home

Home is the daily landing screen. It shows the count of running sessions, today’s P/L at a glance, quick actions to create a session or open risk management, and a getting-started checklist while the app is still new.

Use Home to orient before opening any detail screen.

Home screen with at least one running session and the first-run checklist still visible

Dashboard

Dashboard is the broader operating view across every account Cortiq is connected to. It shows cross-account P/L, recent trades, and global risk status.

Open Dashboard when you want the business-level view of the platform — not “what is this session doing”, but “is the whole environment behaving”.

Dashboard with cross-account P/L chart, recent trades, and risk widgets

Sessions

Sessions is where you control runtime state. The list view shows every session with its current state (Running, RiskPaused, TimePaused, Stopped, Completed, Failed); the detail view drills into one session’s live execution feed and AI conversation.

You start, stop, and resume sessions from here. You also use this screen to follow a single session through its cycle when something looks off. The list and detail screens are covered in depth on the Sessions page.

Trade Ideas

Trade Ideas is for standalone theses that don’t belong in the reusable playbook library. Use it when you want Cortiq to follow a specific opportunity without pretending it’s part of your core strategy framework.

You can filter ideas by status (active, executed, closed, invalidated, expired, unassigned) and create a session directly from an active idea.

Trade Ideas page with several ideas at different statuses

Journal

Journal is the main review surface. It splits into two views:

AI Journal — session-level review, including the AI-generated narrative for each cycle.
Trade Journal — per-trade deep dive, with the conversation that produced the entry attached.

Use Journal when you need to understand why a session or trade behaved the way it did, not only whether it won or lost.

Journal page with a closed-trade entry and AI-generated journal text

Session Reviews

Session Reviews (/reviews) lists the AI-driven reviews produced after sessions end. Each review yields scored, apply-able suggestions and durable instrument-scoped lessons that feed back into the next session on the same symbol. Filter by instrument to see the active lessons the AI loop currently knows for that market.

Open this screen to close the learning loop — to see what a completed session taught and to apply or dismiss the proposed changes. The full mechanism is on the Session review page.

Cohorts

Cohorts groups sessions into a comparison set. It’s the right screen when more than one serious session is running and you need to decide what deserves more capital or more refinement — relative performance, not isolated anecdotes.

There’s no dedicated screenshot for this page in the current pass; the comparison view evolves quickly and is documented under Journal & analytics.

System Messages

System Messages (/system-messages) is the in-app notification center. It is a persisted, filterable list of background-process events and trade operations — preparation auto-refreshes, risk pauses, MT5 feed health, trade opens/closes/failures, and agent permission requests. An unread badge sits next to the entry in the sidebar, and higher-severity events also raise a toast.

Open this screen to find out what happened while you weren’t watching. Permission requests here are actionable — you can Allow or Deny an agent capability directly from the row. See System messages for the event list.

Conversations

Conversations is the raw cross-session AI dialogue view. Use it to follow what the model is saying across multiple sessions in parallel, compare reasoning between sessions, and inspect the prompt and response directly instead of the summarized journal text.

System messages can be hidden or shown — keep them hidden for daily review, show them when something looks wrong.

Conversations panel showing one full prompt+response cycle

Provider Health

Provider Health is the AI-provider diagnostics screen under Tools. It shows request volume, success rate, average and p95 response time, retry counts, and recent errors per provider. Each provider also carries an auth/verdict badge that reports whether its credentials currently authenticate — the same preflight check that blocks a session from starting on an unauthenticated provider.

Open this screen to answer two questions: is the strategy underperforming, or is the provider route unhealthy? and is this provider actually authenticated right now?

Provider Health view with success rate, response times, recent errors per provider

NowTradingBar

The NowTradingBar runs along the bottom of the app whenever a session is active. It shows the live cycle’s session name, symbol, current phase, and most recent decision — without leaving whatever screen you’re on.

NowTradingBar with active session metrics during a live cycle

Reference

Operational features that live in Settings but shape what you see in the workspace:

Path	What it controls
`Settings` → `AI Providers`	Per-feature provider overrides used during sessions.
`Settings` → `Notifications`	Delivery channels: Windows Toast, X, Telegram.
`Settings` → `Reports`	Scheduled performance reports sent to your channels.

Common questions

A daily flow that works:

Open Home to orient.
Open Dashboard to inspect the broader environment.
Open Sessions to control active runs.
Skim System Messages for anything that fired overnight.
Use Journal, Session Reviews, Cohorts, and Conversations to review.
Check Provider Health when AI responsiveness, reliability, or authentication looks off.

Where do I start a session? From Sessions (the list view) or from an active idea on Trade Ideas. Both routes open the same session-create dialog.

Why is one session showing RiskPaused? A risk validator triggered. Open the session detail and check the risk panel — it shows the breach condition. The session resumes automatically when the breach clears.