The Dashboard
💼 Currency Wallet Control Panel Overview
This is your central hub for managing currency exposure, making strategic decisions, and acting on real-time market signals — all embedded within Okoora’s FX infrastructure.
🏦 Opening a New Wallet
To create a wallet, define a currency pair:
- Main Currency
Select your primary financial reporting currency (e.g., ILS, USD, EUR). - Additional Currencies
Choose currencies used for: - Supplier payments
- Customer receipts
- Operational expenses or cross-border invoices
📌 Each selected currency opens a dedicated wallet — enabling targeted FX management.
📊 Dashboard Components
Section | Description |
|---|---|
Free Balance | Real-time display of available funds in the selected currency. |
Open Invoices | Snapshot of your uploaded invoices (from the “Purchases” tab), showing real-time P&L impact. |
Current Hedge | Total amount hedged and corresponding exposure for the currency pair. |
Market Risk Graph | Visualizes FX risk trend over the last 60 days for the selected pair. |
Future Exchange Rate | Displays current forward rate (FX future) for contract-based pricing — updates per selected wallet. |
🔄 Action Tools
Action | Purpose |
|---|---|
Convert Now | Execute a spot conversion between the currencies in your wallet — reflected in both sides. Market rates apply. |
Hedge | Activate SafeUp/RangeUp strategies to lock in protection. Use the simulator to preview P&L impact. |
‘+’ Button | Quick actions: Create alert, new payment, conversion, or hedge directly from any wallet. |
The Diary | Timeline view of all past and upcoming FX actions. Filter by week or month for clarity. |
📌 All actions are embedded, tracked, and executed within your wallet's infrastructure — enabling precise, compliant FX management.
Dashboard overview:
Free balance:
The free balance section presents the balance available in this currency.
Open Invoices:
This is a quick view of the "Purchases" tab.
It shows the status of the invoices you uploaded and summarizes the profit and loss.
Current hedge:
Presents the current hedge amount and the total exposure
Market risk graph:
Presents the current risk level for the currencies pair selected comparing the last 60 days
Future exchange rate:
A currency future (also called an FX future), is a contract to exchange currencies on a future date at a fixed price (exchange rate).
Please note that this section changes when moving between wallets.
Convert now:
Converting currencies according to the currencies defined in the wallet. This activity will be shown on both wallets. The rates are constantly updated according to the market rate.
Hedge:
Protect your funds (Safe up/ Range up) trading consecutive up/down days means going against the most recent momentum. Use our profit/loss simulator
The '+' button:
Here you can create a new alert, new payment, new convert, and new hedge.
The diary:
This section presents your past and future activities. You can change the resolution for week/month.
Updated on: 06/26/2025
Thank you!