Capital health

"Capital health" is a synthetic reading designed to help you understand, in a few seconds, if the connected account is in a regular state or requires attention. It is not an external judgment: it is a technical description of the observed state.

What it measures

The metric aggregates some key information — exposure level, distance from technical thresholds, recent performance — into an easy-to-read indicator. It is not a prediction: it tells you how the account is doing now, with reference to the current operating conditions.

The dashboard typically returns the health status in the form of a badge or colored bar, with possible details when you expand the section. The granularity of the information varies based on your account configuration.

How to read the statuses

There are generally three main statuses:

• Regular: no criticalities observed. Monitoring can proceed with the normal routine.
• To monitor: some parameters are approaching attention thresholds. It is useful to read the linked metrics more carefully.
• Critical: one or more parameters have exceeded thresholds that deserve an immediate monitoring intervention.

What to do when status worsens

If you notice that the capital health changes to "to monitor" or "critical":

• open the detailed section to understand which parameter is contributing to the degradation;
• verify consistency with other metrics (overage netto, recent performance, drawdown);
• check the status of the connection with the broker with the guide Synchronization problems;
• do not change technical configurations impulsively;
• if the picture is not clear, open a ticket from the support.

An indicator, not a traffic light

The temptation to read capital health as a green/red traffic light is strong, but it narrows understanding too much. A "regular" status does not mean that everything is optimal in an absolute sense: it means that no technical threshold has been exceeded. A "to monitor" status does not mean "act immediately": it means "look closer". The responsibility for interpretation always remains ours.

Over time, reading the capital health becomes a background habit: a quick glance confirms that there are no anomalies to investigate further. It is exactly what the metric was designed for.

How to integrate it into operations

• Quick check every day.
• Detailed analysis when the status changes.
• No impulsive actions based solely on the color.

Prevention

The best management of capital health is preventive:

• quick daily check of the main metrics;
• weekly reading of performance metrics;
• compliance with the technical rules described in the category Capital, management and protection;
• updating the profile and contacts so as not to miss important communications.

If the capital health is stable and positive, no intervention is needed: the platform is designed to help you maintain order, not to stimulate unnecessary actions.