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Forex Masters is designed as a unified operating environment for structured learning, market analysis, trading reflection, and AI-assisted decision support. Your dashboard is the starting point for each session. This guide explains the main navigation areas and how to use them efficiently—whether you are completing a lesson, reviewing your journal, analyzing a market, or asking the AI for context.
The dashboard provides educational tools, market intelligence, and performance-reflection features. It does not execute trades or provide personalized financial advice.

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Dashboard at a glance

The authenticated desktop dashboard is organized around a dynamic 3-column fluid grid, controlled by a unified global sidebar:
  1. Sidebar — Your command center. It contains navigation between major platform sections (Dashboard, Courses, Workspace, Community), as well as your account settings, notifications, AI credits, and theme controls.
  2. Dashboard Grid — A 3-column workspace bringing together progression, intelligence, and market context:
    • Progression (Left): Daily goals, quizzes, consistency tracking, and focus modules.
    • Intelligence (Center): Market session overlap maps and the AI assistant chat interface.
    • Market Context (Right): Rotating market data, news feeds, and economic calendars.

Progression

Goals, quizzes, and consistency tracking.

Intelligence

AI Chat and market session overlaps.

Market Context

News feeds and economic calendars.

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Use the sidebar

The sidebar is your primary navigation system. Select an item to open that part of Forex Masters in the main workspace. Common destinations may include:
The navigation available to you can vary by account type, product access, institution membership, and feature availability.

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Collapse the sidebar

On wider screens, use the sidebar collapse control to create more room for charts, lesson content, or your workspace canvas. Your navigation remains available as icons or can be expanded again when needed. On smaller screens, the sidebar is optimized for compact navigation. Open it when you need to change sections, then close it to focus on the current page.
A feature may be unavailable because:
  • Your current plan or course access does not include it.
  • The feature is only available after onboarding is complete.
  • It is restricted to a specific role, organization, or institution.
  • It is temporarily unavailable while platform access or configuration is being updated.
Check your account status and settings first. If you believe access is incorrect, contact Forex Masters support with the email associated with your account.

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Return to your dashboard

Select Dashboard from the sidebar whenever you want to return to your command center. Your dashboard may bring together information such as:
  • Current learning progress and lesson continuation.
  • Daily educational content or quizzes.
  • Trading and journal summaries.
  • Tasks, notes, or workspace activity.
  • Market-context cards and upcoming economic events.
  • AI-generated reflections or platform insights where available.
Use this page to decide what matters most for the current session rather than jumping immediately between tools.
1

Review your current priority

Start with the lesson, task, or activity marked as in progress.
2

Check context

Review relevant calendar events, market updates, or personal reminders before beginning analysis.
3

Choose one intentional action

Continue learning, prepare analysis, complete a journal entry, or conduct a review. Avoid opening tools without a defined purpose.
Open Courses to access the Forex Masters curriculum. From the courses area, you can typically:
  • Browse available modules and lessons.
  • Resume a lesson already in progress.
  • Watch lesson material and use supporting resources.
  • Complete quizzes or knowledge checks when assigned.
  • Track completion and progression milestones.
  • Return to prior concepts for deliberate review.

Continue learning

Resume your current lesson from the point recorded in your learning progress.

Review foundations

Revisit core concepts before applying them in your market-analysis or journaling workflow.
Completing a lesson does not validate a live trading strategy or guarantee trading performance. Apply concepts in a controlled, documented practice process.

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Work in the workspace

The workspace is the platform’s flexible environment for focused analysis. Depending on your enabled tools, it can combine charts, notes, tasks, intelligence panels, and AI-supported interactions in one working surface. Use the workspace when you need to connect your thinking across multiple sources instead of switching repeatedly between separate pages.

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Typical workspace actions

  • Open or create a workspace for a market, idea, study topic, or review process.
  • Set the active symbol and timeframe where these controls are available.
  • Add and arrange supported workspace panels.
  • Capture notes, hypotheses, levels, and planned review questions.
  • Create tasks for pre-session preparation or post-session reflection.
  • Use the AI assistant to explain a concept, summarize context, or support a structured review.
Workspace data, notes, tasks, journals, and related records are associated with your account. Avoid entering credentials, broker passwords, API secrets, or other highly sensitive information into notes or chat.

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Keep your workspace focused

A useful workspace supports a single decision process. For example, create separate workspaces for:
  • A weekly market-preparation routine.
  • A single currency pair or market thesis.
  • A lesson-based chart-practice exercise.
  • A post-trade review and journal analysis.
  • A risk-management checklist.
Avoid combining unrelated ideas in one canvas. Clear separation makes your review process more reliable.

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Use the AI assistant

The Forex Masters AI assistant is available throughout supported dashboard experiences. It can help you explore educational concepts, organize context, use supported platform tools, and reflect on your process. Examples of productive prompts:
The assistant may use the current workspace, lesson context, available market information, and your platform history when these are relevant and permitted.
Do not treat AI output as a trade signal, a guarantee, or a substitute for independent judgment. Always verify market information, account for event risk, and follow your own risk-management rules.

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Start a new conversation

Use the new-chat or conversation controls in the AI interface to begin a separate topic. Starting a fresh conversation is useful when changing from one task to another—for example, from course questions to journal review. Keep related discussion in the same thread when context matters. Start a new thread when the topic, market, or objective changes materially.
The assistant may limit, redirect, or decline requests that are unsafe, unsupported, outside the educational scope of the platform, or require information it cannot reliably verify. It may also ask clarifying questions before using a supported tool or generating a structured response.

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Mobile navigation controls

When viewing Forex Masters on a mobile device, a top navigation bar replaces the sidebar for quick access to common actions. It includes:
  • Hamburger menu to expand the main sidebar links.
  • Notifications for platform updates and reminders.
  • Theme toggle to adjust the interface appearance between light and dark modes.
  • Profile menu for account details and sign-out actions.
  • Credits badge to view your available Alpha Credits.
Use the mobile menu when you need to move to a different product area on smaller screens.

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Manage your profile and settings

Open your profile menu, then select Settings to manage account-level preferences. Settings can include:
For security, Forex Masters may limit the number of active sessions and require you to sign in again when account or session conditions change.
  • Use the sidebar for destination changes and the top controls for quick actions.
  • Keep one clear objective per workspace.
  • Use lessons for principles, the workspace for application, and the journal for honest review.
  • Check high-impact calendar events before forming or documenting a market thesis.
  • Ask the AI to clarify concepts and structure your thinking—not to replace your judgment.
  • On mobile, prioritize one task at a time and use the compact navigation menu to switch areas.

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Troubleshooting

Forex Masters requires a completed trader profile or dossier before opening the full dashboard. Complete the onboarding steps, then return to the dashboard.
Refresh the page and confirm that your internet connection is stable. If the issue persists, sign out and sign back in. Some data may update asynchronously after a market-data refresh or background synchronization.
Confirm that the change was saved before closing the page. If you work across devices, allow time for synchronization after reconnecting. Contact support if a saved record remains unavailable.
Verify that you are signed into the correct account and that your purchase, subscription, institutional membership, or course access is active. Some areas are intentionally limited by product access.
Check your connection, refresh the dashboard, and try again. Usage availability may also depend on your account’s current AI access or credit balance.

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Next steps

Complete onboarding

Set up your trader profile and personalize your starting experience.

Explore the workspace

Learn how to organize charts, notes, tasks, and analysis tools.

Start Forex 101

Begin with the foundational concepts used throughout the platform.
Last modified on October 15, 2026