Dashboard

The Dashboard is your trading command center, providing an at-a-glance overview of your performance with key metrics and visualizations.

Key Metrics

The top row displays your most important trading statistics:

Metric Description
Net P&L Your total profit or loss after commissions. Shows position count below.
Win Rate Percentage of winning trades. Shows win/loss counts below (e.g., "83 wins / 59 losses").
Profit Factor Gross profit divided by gross loss. Values above 1.5 are generally considered good.
Expectancy Average P&L per trade.
Tip

Switch between Net and Gross P&L using the toggle in the sidebar. Gross P&L shows your performance before commission deductions.

Open Positions Alert

If you have unclosed positions, an alert card appears showing:

  • Symbol and direction (Long/Short)
  • Quantity and average entry price
  • Broker/account name

Positions update when your closed trades sync.

Charts & Visualizations

Equity Curve

An area chart showing your cumulative P&L over time. Hover over any point to see the exact date and value. The chart automatically adjusts its scale based on your data range.

Use the dropdown to group data by:

  • Trade: Each point represents an individual trade
  • Day: Points represent daily totals
  • Week: Points represent weekly totals
  • Month: Points represent monthly totals

Monthly Performance

A bar chart displaying your P&L by month:

  • Green bars represent profitable months
  • Red bars represent losing months

Hover over bars to see exact monthly P&L values.

Symbol Performance

A grid of cards showing your performance broken down by symbol, including:

  • Symbol name (ES, NQ, CL, etc.)
  • Total P&L for that symbol
  • Number of trades
  • Win Rate percentage
  • Total contracts traded
  • Commission paid

Additional Statistics

The bottom section contains detailed metric cards:

Trade/Position Breakdown

  • Total Trades/Positions: Count of all trades in the selected period
  • Winning: Count and win rate of profitable trades
  • Losing: Count of unprofitable trades
  • Breakeven: Count of trades that resulted in zero P&L

Performance Summary

  • Average Win: Average profit on winning trades (with largest win shown below)
  • Average Loss: Average loss on losing trades (with largest loss shown below)
  • Max Drawdown: Largest peak-to-trough decline in equity (with minimum value shown below)

Win/Loss Distribution

A bar chart showing the distribution of your trade outcomes, helping you visualize the spread of your wins and losses.

Commission Analysis

  • Total Commission: Sum of all trading commissions
  • Gross P&L: Total profit/loss before commissions
  • Net P&L: Total profit/loss after commissions
  • Avg Commission/Trade: Average cost per position

How Filters Affect the Dashboard

All dashboard data responds to your global settings:

Control Effect
Net/Gross Toggle Recalculates all P&L displays
FIFO/Positional Changes trade count and matching method
Broker Filters Shows only data from selected brokers/accounts