Analytics
Dashboard, calendar, and reports
Use analytics to review performance, risk, discipline, and repeatable behavior.
The Dashboard, Calendar, and Reports turn imported trades and journal data into review. Use the Dashboard for a current overview, the Calendar for day-by-day behavior, and Reports for deeper performance comparisons by symbols, time, risk, tags, and playbooks.
If analytics look wrong, check the selected account, date range, and whether the metric expects closed trades. Also confirm the imported trade values include complete profit and loss, fees, and timestamps. A report can only be as accurate as the imported execution data.
Customize the Dashboard when you want a focused review surface. Performance widgets are useful after trades are imported; pre-market and journal widgets are useful before or during the trading session.
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