Dashboard overview

The dashboard is where you go when you are signed in and need a straight read on your Axiom Charts account.

You may be here because something specific is on your mind: a product should be there, a payment should have synced, a TradingView username needs checking, or the dashboard state just does not match what you expected.

The overview helps with that, but only if you read it for what it is. It is a map of the account state the site can see right now. It is not the full product record, the full payment history, the final answer on a refund, or proof that every access task has finished. When something looks incomplete, the best next move is usually to open the dashboard page that owns that detail.

Before you use it

You need to be signed in to use the dashboard. If you are not signed in, the site sends you toward login before the dashboard loads.

On a desktop screen, the dashboard navigation sits in the sidebar. On a phone or narrow screen, open Open dashboard menu to reach the same navigation.

Before you judge the account state, check three things:

• Are you signed in with the same email you used for checkout or access?

• Did you just check out, change a TradingView username, retry access, request a refund, or start an exchange?

• Are you looking at the overview, or have you opened the detail page for the thing you care about?

That second question matters. Product, payment, refund, and access records can depend on synced account state. A quiet overview is not automatically a failure. It may simply mean the detail has not landed in the overview yet, or that the detail lives on a more specific page.

If you are checking TradingView access, have the TradingView username you want to use nearby. The overview can show the active username, but username changes happen from Account, not from the overview itself. Delivery state belongs on Access.

What the overview is for

Use the dashboard overview as your account map.

It gives you the short version of:

• which products or packages are active

• how many lifetime and recurring access items are attached to the account

• whether the dashboard sees a next renewal date

• whether TradingView access work is pending or needs attention

• which TradingView username is active

• where to review billing, refunds, exchanges, account profile, and security

None of these cards are trading performance numbers. They are account-status numbers. They help you find the right account page, not make market decisions.

The useful question is not, "Does the overview tell me everything?" It does not. The useful question is, "Which door should I open next?"

Dashboard navigation

The dashboard navigation group is labeled Workspace. These are the labels you may see:

• Overview is the landing page and account snapshot.

• Products is where current product and package access, plus product access history, belongs.

• Exchanges is where same-term exchanges and term upgrades start when options are available.

• Billing is where subscriptions, payment history, and refunds belong.

• Access is where TradingView delivery state, access tasks, failed-task details, and retry or support messages belong when available.

• Account is where profile details and the TradingView username form belong.

• Security is where sign-in methods, password and email changes, MFA, linked providers, and session controls belong.

If you do not see a label you expected, do not assume the dashboard is broken. Start by confirming the signed-in account, then use the page that owns the state you are trying to check.

How to read the summary cards

The top cards are meant to be fast, not exhaustive.

Active products shows the count of active product or package items the dashboard sees for your account. If this is zero after a recent checkout, open Products before deciding something failed. The full Products page has the deeper product record.

Lifetime shows one-time access items, with recurring access counted in the card detail. Treat it as an access-type preview, not as a policy promise about every possible product situation.

Next renewal shows a next billed date when the dashboard finds an access-bearing subscription with a scheduled billing date. If it says Not scheduled, do not read that as a complete billing verdict. It means the overview did not select a next renewal date for that card. Use Billing for the full subscription and payment view.

Access queue counts access tasks that are approved, queued, or in progress. Failed tasks are called out separately. Pending work is not the same as failed work. If the number worries you, open Access and look at the task statuses there.

What each overview section sends you to

Products

The Products section gives you a small preview of active products or packages. It can show product states such as Active, Pending access, Ending, or Ended.

Use View products or open Products when you need the complete product view. That is where current access, package details, purchase or subscription source, and access history belong.

If the overview says No active products, there are a few normal possibilities: you may not have bought anything yet, access may have ended, or the account may still be waiting on the synced result of a recent checkout or access change. Start with Products before you assume the overview is the whole story. If you are still shopping, use Browse products.

Access

The Access section shows the active TradingView username when one is saved. If there is no active username, it shows Not set.

Use Open access or go to Access to check TradingView delivery. Access is where you can review open access tasks, failed tasks, queue position, visible failure text, and retry when the site allows customer retry. If retry is not available, Access may show a support escalation message instead.

Username changes happen on Account. Look for the Username field and Save username button. Saving the username gives the site the routing detail for future access work. It does not mean TradingView delivery has finished in the same moment. After saving, use Access to watch the delivery state.

Billing

The Billing section previews subscriptions, refund availability, and the latest payment the overview can show.

Use Open billing or go to Billing for the full billing workspace. Billing has three tabs: Subscriptions, Payment history, and Refunds.

The overview's latest payment preview is not the whole ledger. Payment history and refund state can depend on Paddle confirmation and account sync. Billing is the right place to check before treating a missing payment, stale refund state, or renewal question as a support issue. The overview should not be used to decide refund eligibility or exchange eligibility.

Exchanges

The Exchanges section points you toward product-change workflows.

Use Exchanges for same-term exchange options. Use Term upgrades from the overview when you are looking for upgrade paths between terms. Eligibility and payment recovery details belong inside the exchange flow, not on the dashboard overview.

Account and Security

Use Account when the question is about your profile details or TradingView username.

Use Security when the question is about sign-in methods, password or email changes, MFA, linked providers, or sessions.

This split matters. TradingView delivery state belongs on Access. TradingView username editing belongs on Account. Sign-in protection belongs on Security. They are connected, but they are not the same job.

Where to go next

If you are trying to answer one specific question, use the dashboard like this:

• To check what you own, open Products.

• To check TradingView delivery, failed tasks, retry, or queue state, open Access.

• To manage subscriptions, payment history, or refunds, open Billing.

• To start a same-term exchange or term upgrade, open Exchanges.

• To change the TradingView username, open Account.

• To manage password, email, MFA, providers, or sessions, open Security.

The overview is useful because it gets you to the right door quickly. The detail pages are where you should make decisions.

If you are not sure which page owns the problem, choose the page closest to the thing that changed most recently. A checkout usually starts with Products or Billing. A username change usually starts with Account, then Access. A failed delivery state starts with Access.

If something looks missing or delayed

The dashboard is still loading

You may briefly see loading cards while the overview is rendering. That is normal. Wait for the cards and sections to finish loading before judging the account state. If you are on a slower connection, give the page enough time to replace the placeholders with real cards.

I do not see my product

Open Products. The overview only shows a preview, and recent checkout or access changes may take time to appear as synced account state.

If Products is also empty, check whether you are signed in with the email you used during checkout. The dashboard shows the signed-in email in the account area.

If the email is right and the product still does not appear after Products and Billing have both settled, collect the account email, product name, and payment context before using the support option shown on the product or billing surface. That gives support something concrete to trace.

My TradingView username is missing or wrong

Open Account, use the Username field, and choose Save username. Then open Access to check delivery state.

A saved username is the routing detail. It is not a promise that TradingView access has finished at that exact second. If Access shows open work, read the task status there instead of using the overview as the final judge.

Access queue is not zero

Open Access. Statuses such as Approved, Queued, and In progress can be part of normal delivery. Failed is different. Failed tasks may show Retry when customer retry is available, or a support escalation message when it is not.

Do not assume every failed task can be retried by you. Let the Access page tell you what action is available.

Billing looks stale

Open Billing and check Subscriptions, Payment history, and Refunds. Paddle confirmation and account sync can affect what you see. The overview's billing cards are previews, not a complete billing audit.

If a refund action was just submitted, wait for the billing page to show the current state. Paddle confirms final refund state, so do not treat the overview as the place where that process is settled.

When to contact support

Check the page that owns the issue before contacting support. It saves everyone from guessing, and it keeps the request out of the vague zone where all anyone can say is "we'll look into it."

Bring the useful details:

• the signed-in account email shown in the dashboard

• the dashboard page you checked

• the product or package name, if this is about product access

• the TradingView username, if this is about access delivery

• the visible task status or failure text from Access, if one appears

• the subscription, payment, or refund context, if this is about Billing

• the recent action that happened, such as checkout, username save, retry, refund request, or exchange

Support can help much faster when the state is specific. The overview is the starting point. The right dashboard page is where the real trail usually begins.

Support may be able to help investigate account state, failed access work, or billing questions. The overview does not promise that support can force instant Paddle confirmation, bypass TradingView delivery timing, approve a refund, or override exchange eligibility from this page.