User Panel Overview

The Axiom user panel is designed to centralize signals, portfolios, positions, market context, settings, and account activity in one workflow.

What the user panel includes

After sign-in, you get a single dashboard with portfolio summary, active pattern outputs, and market overview. You can manage portfolios and positions, browse and subscribe to AI-generated analytical indicators, view live market data, and—on Pro and Enterprise—access your assigned personal trader. Settings and activity log are always available.

Dashboard home

/dashboard

Single-pane status and quick access to key metrics.

Gating: Authenticated

Signals

/dashboard/signals, /dashboard/signals/[id]

Access to AI-generated analytical indicators with contextual metadata.

Gating: Authenticated; signal generation rate limit by tier (trial: 5/hr, pro/ultra/enterprise: 50/hr).

Portfolios

/dashboard/portfolios, /dashboard/portfolios/[id]

Organize capital and track performance by portfolio.

Gating: Tier max portfolios enforced on create (trial: 1, pro: 10, ultra: 25, enterprise: 50).

Positions

/dashboard/positions, /dashboard/positions/open, /dashboard/positions/[id]

Track exposure and P&L across portfolios.

Gating: Tier max open positions enforced (trial: 5, pro: 50, ultra: 100, enterprise: 200).

Market

/dashboard/market, /dashboard/market/[instrument]

Context for signals and positions; real-time data.

Gating: Authenticated

My Trader

/dashboard/trader

Human oversight and direct contact with a dedicated specialist.

Gating: Pro and Enterprise only; trial sees upgrade_required and upgrade_tiers.

Research

/dashboard/research

Informational research with sanitized citations. Not advice and not trade execution.

Gating: Authenticated; shares the existing daily AI generation quota with Assistant.

Settings

/dashboard/settings

Preferences and license/usage visibility.

Gating: Authenticated

Activity

/dashboard/activity

Audit trail of account activity and analytical actions.

Gating: Authenticated

What is limited in trial

On the free trial you get full access to the user panel with lower limits: one portfolio, five open positions, and five AI signal generations per hour. Personal trader support is not included; upgrade to Pro or Enterprise to unlock a dedicated specialist.

  • •1 portfolio (Pro: 10, Enterprise: 50).
  • •5 open positions at a time (Pro: 50, Enterprise: 200).
  • •5 AI signal generations per hour (Pro and Enterprise: 50/hour).
  • •No personal trader (Pro and Enterprise: assigned specialist and communications).

Upgrade path

Upgrade when you need more capacity or dedicated support.

  • Trial → Pro: Need more than one portfolio, more open positions, or a personal trader? Pro unlocks 10 portfolios, 50 open positions, 50 pattern generations/hour, and an assigned specialist.
  • Pro → Enterprise: Need scale or dedicated support? Enterprise offers 50 portfolios, 200 open positions, and the same generation rate and trader access with higher capacity.
Axiom AI

Axiom AI

Institutional‑grade analytics software for professional teams

Analytics and workflow automation only; execution, accounts, and custody remain with your own tools and counterparties unless you configure integrations otherwise.

Legal & Disclosures

Software & analytical use

Axiom is an analytical software platform. Data outputs are informational and do not constitute financial, legal, or tax advice. Users are responsible for their own evaluations and decisions. See our Terms of Service for full usage terms.

Platform scope

Axiom provides analytics and workflow tooling. Your organization controls how insights are interpreted and operationalized across your environments, tools, and approved integrations.

Illustrative comparisons

Any charts, benchmarks, or scenario illustrations are shown for methodological transparency unless labeled otherwise and may omit real-world friction that affects outcomes in production.

Integrations

Connectivity and operational custody remain with your chosen tools and providers unless you configure integrations otherwise. Integration availability may vary by profile and jurisdiction.

© 2026 Axiom AI. All rights reserved.

Software outputs are informational. See Terms for full usage terms. Terms · Disclosures