Understanding the dashboard
How to use this page
Section titled “How to use this page”Open Dashboard after you import or enter trades. Start with the summary plates and date range, then use the P&L chart and trades table to spot what to review next. For a deeper cut by day, symbol, or tag, move to Reports.
Key components of the dashboard
Section titled “Key components of the dashboard”1. Performance Summary Plates
Section titled “1. Performance Summary Plates”At the top of the dashboard, you’ll find summary plates displaying essential trading statistics:
- Total Net Profit – Your cumulative profit
- Average Win/Loss – The average profit or loss per trade.
- Total Trades – The number of trades executed.
- Win Rate – The percentage of winning trades.
- Fees & Commissions – The total amount spent on trading fees.
2. Net Cumulative P&L Graph
Section titled “2. Net Cumulative P&L Graph”This interactive graph helps visualize your profitability over time. You can switch between different timeframes to get a more detailed analysis:
- Daily – View performance for each trading day.
- Weekly – Analyze trends over weekly intervals.
- Monthly – Get a broader view of long-term performance.
3. Trades Table
Section titled “3. Trades Table”The trades table provides a detailed record of all your trades, categorized into:
- All Trades – A complete list of executed trades.
- Opened Trades – Active trades that are yet to be closed.
Select a row to open trade detail. Use the same date and account filters you use elsewhere so the dashboard matches Trades and Reports.