Glitch Financial Dashboard - Wealth Manager Guide

At Glitch Financial, we believe that everyone should have access to world-class trading strategies that are capable of building wealth. With an Individual Account, you can:

   Invest at Any Scale: Start building wealth regardless of your initial account size.

   Leverage Top Strategies: Access advanced AI-driven strategies that work around the clock to grow your portfolio.

   Enjoy Simplicity and Control: Our platform makes it easy for anyone to participate in automated trading without requiring prior expertise.

Glitch Financial is more than a trading platform—it’s your partner in financial growth, breaking down barriers to financial success and empowering you to achieve your wealth-building goals.  

Although we intend to create an easy-to-navigate platform, we find that it is important that you have the tools necessary to understand each section of the Glitch Financial dashboard. This guide should be your go-to resource for anything and everything Glitch Financial-related. Let's begin! 

The Glitch Financial [Overview] section showcases a variety of important account metrics, including your account’s value, the number of open & closed orders, your latest account notifications, and more. We have defined some of the terminology below so you can get the most out of your Glitch Financial account. 

Account Value

The Account Value box shows you the total value of all Glitch Financial accounts or the value of the account(s) selected.  Your account value will be displayed in USD. 

Account Change

The Account Change box shows you the percent change of all accounts or the percent change of the account selected for the selected time period. You can modify the timeframe to the following: Last 24 Hours, Last Week, Last Month, Last Six Months, or Last 12 Months. 

Account Leverage 

The Account Leverage box will show you the average amount of leverage used in your account. If you have an FX Strategy with 1x leverage, and a Crypto Strategy with 3x leverage, your Account Leverage box should show 2x. With Glitch Financial, you can modify your leverage to 1x, 2x, or 3x. 

Open Orders / Unfilled Positions 

The Open Orders box will display a count of all current open orders. An open order consists of any limit order waiting to be filled. 

Closed Orders Count 

The Closed Orders box displays a count of all closed orders or closed orders for the selected account. A closed order is an order that has been signaled, filled, and closed. 

Current Portfolio Value

The Current Portfolio Value portion showcases your current portfolio value for all (or the selected accounts), including account changes over the time period chosen. Click the 'Select Bots' button to change the account(s) you're attempting to view. 

Signals 

The Signals box allows you to view signals for strategies that are not configured to auto-trade. This section will be primarily used by users who are leveraging a 'Signals Only' subscription, as opposed to an 'Automated Trading' subscription. In this section, you'll see various details, such as:

• Strategy, Time the signal fired, Averaging Factor, Position (Long, Short, or Flat), Algorithm, and the Trade Pair. 

Trade History

In the Trade History section, you can view completed orders for the selected time period.  In this section, you'll see various details, such as:

• Market Type, Exchange, Filled Quantity, Price of Trade at Open & Close, Type of Trade, and Side (Long v. Short). Here, you will be able to expand on this data by clicking the 'Go to History' button on the far right of the Trade History box.  

The Glitch Financial [Account Manager] section is where you can view and manage your client's Glitch Financial accounts.  To modify any of the following account details, click [Edit Account] or double-click the specific section you want to change. For each account, you will have the ability to view and edit the following: 

Account Name

The name of each account/client under management. 

Returns

The account's returns (on a percentage basis). In the top right corner, you can modify the timeframe by a specific date range or view returns on a week-to-week basis. 

Trade Count

The trade count shows you the number of completed trades that have taken place in the particular account. 

Strategy

The name of the Glitch Financial Strategy a client is subscribed to. Hovering over the strategy will show you an array of performance metrics: 

• • Omega Ratio 
  • Calmar Ratio 
  • Sharpe Ratio 
  • Sortino Ratio 
  • Raw Return 
  • Max Drawdown, and 
  • Short Calmar Ratio 

Tier

The Tier indicates your client's account level based on the amount of capital allocated to the account. Glitch Financial levels are posted below: 

• Level 1: $0 - $25,000 
• Level 2: $25,001 - $100,000 
• Level 3: $100,001 - $1,000,000 
• Level 4: $1,000,001 - $5,000,000
• Level 5: $5,000,001+ 

Hovering over the account's level will show you important details, such as: 

• Max Allocation of Funds (per strategy)
• Percentage fee (per month)
• Monthly fee (in USD)

Allocation

The Allocation column shows you the amount of funds allocated to each account. This number is denominated in USD. Increasing or decreasing an account's allocated funds may alter the subscription Tier/Level. 

Leverage (Aggressiveness Multiplier)

The Aggressiveness Multiplier is your control knob within Glitch Financial. It adjusts how much a strategy's default trade is multiplied: 0.5x (half), 1x (default), 2x (double), or 3x (triple). This scales the risk and reward of the strategy you've subscribed to, independent of your broker's leverage, but it still interacts with leverage and margin.

Leverage (Order Fill Aggressiveness)

The Order Fill Aggressiveness level refers to how urgently a trade order seeks execution in the market. Your setting (Conservative, Moderate, or Aggressive) determines whether an order is filled immediately at the best available price (Aggressive) or patiently waits for the exact price of an order (Conservative).  

Status: 

The Status indicates the health of the particular account. 

• Verified: Your account has been connected, verified, and is live. 
• Unverified: The account is created & subscribed to a Glitch Financial strategy, yet credentials have not been set. Click [Edit Account] to configure your account. If you have trouble connecting your account, look at our onboarding resources or contact the Glitch Financial Customer Success team at support@glitch.financial. 

The Glitch Financial [Strategies] section is where you will come to view, modify, or add new strategies to your Glitch Financial account. You will also be able to edit your overall account (trading & general) settings. 

Strategy:

In the Strategy column, you can view all of your active strategies running in your Glitch Financial account. If you click on the far left arrow next to a particular strategy, the screen will expand and show you all of the individual accounts leveraging that strategy. 

Allocation:

The Allocation column gives you insight into the amount of capital you expect to assign to a particular strategy.  Each strategy Allocation will be shown in a dollar amount. Click on the far left arrow next to a particular strategy. The screen will expand and show you the breakdown of allocation (per account), if you have more than one active account running with a particular strategy. 

Leverage (Aggressiveness):

The Leverage section shows you the amount of leverage (also labeled as 'Aggressiveness Multiplier') assigned to each particular account and strategy.  On this page, you can click the 'Edit Account' button to modify your Aggressiveness Multiplier (leverage used) to 0.5x, 1x, 2x, or 3x, depending on your risk tolerance. 

Status:

The Status column gives you a sense of the account health of each connected account. You will find one of the two options in this column: 

• Verified: Your account has been connected, verified, and is live. 
• Unverified: You have yet to connect an account to the particular strategy you are looking to use on Glitch Financial. If you are having trouble connecting your account, you can take a look at our onboarding resources or contact our customer success team at support@glitch.financial. 

Add Strategy:

The Add Stratey button, located on the top right of the screen, will bring you to a page where you can browse & select from other strategies available on Glitch Financial. If you are looking to add a new strategy, continue by selecting your strategy of choice, selecting your broker/exchange of choice, paying, and configuring your account.  

Edit Account:

If you click the Edit Account icon, you will see your current account settings. In this view, you have the ability to view and modify the following aspects of the account selected: 

• Level: The ‘Level’ determines the Maximum Allocation of Funds (per Strategy). This number also impacts the Percentage Fee (per month) and overall Monthly Fee.
• Account Name: The Name of the specific Account tied to your live Glitch Financial Strategy. 
• Account Allocation: The amount of funds you are looking to allocate towards the specific account.
• Order Fill Aggressiveness: The Order Fill Aggressiveness level refers to how urgently a trade order seeks execution in the market. Your setting (Conservative, Moderate, or Aggressive) determines whether an order is filled immediately at the best available price (Aggressive) or patiently waits for the exact price of an order (Conservative).  
• Aggressiveness Multiplier: The Aggressiveness Multiplier is your control knob within Glitch Financial. It adjusts how much a strategy's default trade is multiplied: 0.5x (half), 1x (default), 2x (double), or 3x (triple). This scales the risk and reward of the strategy you've subscribed to, independent of your broker's leverage, but it still interacts with leverage and margin. 

The Glitch Financial [History] section allows you to review and export all of your Glitch Financial account’s historical data. For a better understanding of what you are seeing, we’ve defined all of the terminology used on the page below. 

Time

At the top left of the History screen, you can modify the timeframe of the historical data presented on your screen. It will auto-populate to the current week, but you can easily adjust it for any timeframe. 

Trading Pair

The currency pair of the specific trade.

• Crypto Ex: ETH-USDT equates to Ethereum (ETH) - United States Dollar Tether (USDT)
• Forex Ex: JPY/USD equates to Japanese Yen (JPY) - United States Dollar (USD)
• Indice Ex: SPX/EUR equates to the S&P 500 Index (SPX) - Euro (EUR)

Side

The Side column gives you insight into the trade direction. Glitch Financial strategies produce ‘Buy’ and ‘Sell’ signals, depending on market conditions.

Filled Quantity 

The Filled Quantity column shows you the total amount of the underlying asset that was purchased or sold.  

Value 

The Value column indicates the fiat value of the executed transaction. 

Price 

The Price column shows you the market value (in fiat) of the underlying asset that was being purchased or sold in the executed transaction. 

Export

If you click the Export button, you can export your Glitch Financial historical data as an XLSX or CSV file. 

The [Notification] section is where you can go to either view or delete any notification tied to your Glitch Financial account. 

Time On/Off

Here, you can modify the timeframe of the notifications presented on your screen. It will auto-populate to the current week, but you can easily adjust it to see any timeframe.  If you click Time Off, it will show you a compiled list of every notification produced on your Glitch Financial account since its inception. 

Notification Type 

• All: When toggled to [All], you will have a viewership of all Glitch Financial notifications.
• Info: When toggled to [Info], you will see all notifications related to general information. In most scenarios, no action will be needed for this notification type.
• Success: When toggled to [Success], you will see all notifications related to completing an action within your Glitch Financial account, such as registering a new account or modifying an existing strategy.
• Notice: When toggled to [Notice], you will see all notifications related to important announcements that we believe should be brought to your attention, such as an upcoming billing cycle or successful payment.
• Alert: When toggled to [Alert], you will see all notifications related to a critical aspect of your account, such as a credit card that is nearing its expiration date or a strategy that has lost API connection with an exchange/brokerage account.

In the [Settings] tab, you will be able to configure all of your Glitch Financial account settings, such as your personal information details, security preferences, billing information, and notification preferences. 

My Details 

Contact Info

• Name on Credit Card: You can update the name on your credit card, although it should match the information on the payment card you are using to purchase your Strategy.
• Date of Birth: Add your date of birth to your account if you wish. The primary reason for adding your date of birth to your Glitch Financial account is to help us verify your age and ensure you meet the legal requirements to participate in the financial markets, as most jurisdictions require individuals to be at least 18 years old to open a trading account.
• Phone Number: Add your phone number to your file if you wish.
• Country: Insert the Country you will reside in when using Glitch Financial. Having this information on file can be useful for our support team if you are ever in need of help. 

Preferences

• Timezone: Update your timezone to ensure your profile and account overview match your timezone.
• Currency: Update the currency you prefer to see in your account. 

Delete Account

• If you want to delete your account, you may do so here. If you delete your account and one day wish to resume, you will have to restart the onboarding process. If you only want to pause your Glitch Financial subscription, you can do so in the [Settings] → [Billing] section.

Security

Email & Password 

• Recovery Email: Here, you can add a Recovery Email. If you lose access to your primary email, we can help you recover your account through the Recovery email on file.
• Send Password Reset Email: When clicking the [Send Password Reset Email], it will trigger an email from no-reply@glitch.financial. From here, you will be able to create a new password for your Glitch Financial account.

2FA Method 

• Here, you can add an extra authentication step to your account. If you need account support, the Glitch Financial Customer Success team will use 2-step verification to ensure that it is you trying to access the account.
• Authenticator Apps - Most Secure & Highly Recommended
• Security Prompt - Secure
• SMS / Text Message - Less Secure

Connections

• Here, you have the ability to connect various applications to your account. Once you do so, these applications will have access to your account. Adding your Google, Apple, or (crypto) Wallet is optional. 

Lock Account

• The [Lock Account] option will set your account to disabled, meaning you will no longer be able to access the account or log in. If and when you are looking to unlock your account, you will need to contact the Glitch Financial Customer Success team. You can do so by emailing support@glitch.financial. An administrator from the Glitch Financial team will be able to help you unlock the account.

Billing

In the [Settings] → [Billing] sub-tab, you can view & configure all of your Glitch Financial-related billing options. Here, you will have insights into your current plan, card details, and billing history.

• Plan Information: Your active Glitch Financial plan will be at the top of your screen. In this section, you can click ‘Upgrade Plan’ to modify your current plan.
• Card Details: Confirm or edit your card details on file.
• Contact Info: Add your email in the billing section to receive invoices once your subscription renewal occurs.
• Billing History: View or download monthly invoices & receipts here.

Notifications

In the [Settings] → [Notification] sub-tab, you can configure your Notifications & Alerts.

Here, you can enable/disable the following notification types:

• Push Notifications: Enabling or disabling push notifications determines whether or not your devices will receive push notifications from Glitch Financial. 
• Security Alerts: Any alert associated with security features, such as password resets.
• Account Activity: Any alert linked to your account trading activity, such as buys, sells, transfers, and withdrawals.
• Price Alerts: Any alert associated with price changes of assets you have added to your watchlist.
• Offers & Announcements: Any update & offer related to new Glitch Financial products, features, strategies, and/or content.

In the [Documentation] tab, you can find an ever-evolving assortment of informative & educational content. We have also included a Search Bar, where you can type any specific questions, and articles with common themes/topics will populate! 

Here are the main topics you'll discover:

• FAQ: We’ve compiled answers to the questions we receive most often. Whether you're a new or returning customer, these FAQs cover essential topics to help you get the most out of our products and services.
• Onboarding: Here, you will find several tutorials that will help guide you through the process of creating and connecting your preferred platforms to Glitch Financial.
• Dashboard Navigation: In this section, you'll find the guide you are currently reading. In addition, we've added a 'Glitch Financial - Glossary & Terminology' article, tailored to help you understand key terms, concepts, and jargon commonly used in financial markets.
• Product Features: Expect to find several articles that cover key features of Glitch Financial. If you're ever curious to learn more about Glitch Financial's product features, this is the place to be!
• Pricing & Billing: This section contains articles covering Glitch Financial's pricing model. 
• Education Portal: Besides support-related and informational content, we want to provide our user base with a repository filled with educational pieces. Find some of those content pieces here!

Can't find what you're looking for? Do you have a question and are not looking to wait for a human to respond? Ask Cipher, Glitch Financial's AI Assistant, and see if he can help you. As time goes on, Cipher will only become more accurate & reliable.  

Don't hesitate to contact our customer success team if neither our AI chatbot nor the resources in the Documentation section help answer your question(s). You can reach us at support@glitch.financial. Someone from our team should respond within one business day!