Queue
Trader sees pending signals on dashboard and signals list (status pending_verification).
Trader Panel Workflow
Traders see a pending signal queue on the dashboard and in the signals list. They open a signal, complete a verification checklist, and approve, reject, or modify and approve. Verified signals become active for clients; rejected signals are invalidated. Traders can view assigned clients, send messages, and track verification performance and signal outcomes. All actions are logged and auditable.
Risk Notice: Trading involves substantial risk of loss and is not suitable for every investor. No trading strategy can guarantee profits or prevent losses. Past performance is not indicative of future results.
Human oversight
AI-generated signals are reviewed by qualified traders before being released to clients. Traders can verify, reject, or modify signals using a checklist and audit trail. This provides a human-in-the-loop layer; it does not guarantee profitability or suitability.
Human oversight and signal verification do not guarantee profitability or suitability.
Review
Trader opens signal detail, sees AI metadata, confidence, entry/target/stop.
Approve / Reject / Modify
Verify (pending → active), reject (pending → invalidated), or modify draft; human verification recorded.
Client communications
View assigned clients, communication history; send messages. Scoped to trader assignments.
Performance
Verification stats, response time, signal outcomes (win rate, PnL from verified signals).
Personal trader access
Only Pro and Enterprise users receive an assigned personal trader and see "My Trader" in the user panel. Trial users see an upgrade prompt. Traders themselves access the trader panel via separate sign-in (email + license key); they do not use the same login as end users.
- • Trial: no personal trader; upgrade prompt in user panel.
- • Pro and Enterprise: eligible for assigned specialist; may see "pending assignment" until assigned.
- • Trader panel: separate portal for specialists to review signals, manage clients, and view performance.
Trader dashboard
/trader/dashboard
Single-pane queue and metrics.
Gating: Trader auth (email + license key); analyst/admin/system roles.
Signals list and detail
/trader/signals, /trader/signals/[id]
Review and verify AI-generated signals before they go active.
Gating: Analyst: assigned clients or global signals only. Admin/system: full access.
Clients
/trader/clients, /trader/clients/[id]
Manage assigned clients and track performance.
Gating: Assigned clients only (trader_user_assignments).
Communications
/trader/communications
Message history with clients.
Gating: Assigned clients only.
Performance analytics
/trader/performance
Track verification performance and signal outcomes.
Gating: Trader auth.
Operational caveats
- • Axiom does not execute trades or custody assets; execution and custody are at your broker.
- • Personal trader assignment is available on Pro and Enterprise; assignment timing is not guaranteed.
- • Notifications (e.g. signal verified or rejected) are best-effort and do not guarantee delivery.