🏠 Copilot Home Page Overview

The Copilot Home Page is your primary workspace for building, reviewing, and managing option structures. From here, you can create new strategies, view saved trades, and organize your workflow with ease.

🔁 How to Access the Home Page

To return to the home page from any part of the app, click the 🏠 Home icon located to the far left of the open tab bar.

This button brings you back to the primary structure builder and trade management dashboard, where you can:

• Create a new structure

• Filter or search your saved trades

• Manage existing trades

➕ 1. Create a New Structure

At the top of the home page, use the structure builder to define and launch a new trade setup:

• Select Product Group, Product, Structure Type, Period, and Strikes

• Click “Create This Structure” to open the trade in a new tab

• Or use “Create Empty Tab” to start from scratch

📋 2. Review and Manage Existing Trades

The Trades Overview panel allows you to:

• Search trades by name, period, ID, or tag

• Filter trades and apply bulk actions (such as opening as tabs, deleting, etc.)

• View key info: product, structure, position date, creation date, shared status, and tags

You can also open any saved trade as a new tab for further analysis or editing.

🔍 Tips for Navigation

• Use the Home button at any time to reset your workspace.

• Tag trades to keep them organized by strategy, asset class, or purpose.

• Use filters to find trades by product or keyword quickly.