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The Analytics Dashboard is a Pro feature. It provides a comprehensive view of your trading performance across 14+ visualizations — all derived from your closed trades.
Like the Dashboard, Analytics uses the same filter controls at the top of the page. Select specific accounts, set a date range, or view everything at once. All charts and metrics update instantly when filters change.

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Key Metrics

Eight stat cards summarize your performance at a glance.

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Primary metrics

Net P&L

Total profit or loss from all closed trades. Green for profit, red for loss.

Win Rate

Percentage of winning trades (excluding breakevens). Shows a W/L/BE breakdown underneath.

Total Trades

Count of all closed trades in the filtered period.

Profit Factor

Gross profit divided by gross loss. Above 1.0 means profitable overall.

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Secondary metrics

Avg Win

Average profit per winning trade.

Avg Loss

Average loss per losing trade.

Largest Win

Your single biggest winning trade in the filtered period.

Largest Loss

Your single biggest losing trade in the filtered period.

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Trend Charts

An area chart showing your running total profit and loss over time — your equity curve.
  • X-axis: Date
  • Y-axis: Cumulative dollar amount
  • Hover any point for the exact date and value
What to look for: A steady upward slope signals a consistent edge. A choppy or declining curve suggests execution or strategy issues worth investigating.
Tracks the percentage decline from your peak equity at any point in time.Two key numbers are displayed:
  • Max Drawdown % — the worst peak-to-trough decline across the entire period
  • Current Drawdown % — where you stand relative to your most recent equity high
Why it matters: Drawdown measures your worst-case risk exposure. A trader with high returns but deep drawdowns is taking more risk than the P&L alone suggests.
A bar chart showing P&L grouped by month. Each bar is color-coded green (profit) or red (loss).
  • Hover for trade count, win rate, and breakeven count per month
  • Best and worst month badges are shown at the top
  • If you have less than 2 months of data, the chart groups by day instead
This view helps you spot seasonal patterns or months where your process broke down.
A line chart showing your average dollar return per trade over time.
  • A reference line at $0 marks breakeven
  • Positive expectancy means your system has an edge — on average, each trade returns money
  • Negative expectancy means you’re losing money per trade on average
Expectancy is one of the most important metrics for evaluating whether your strategy actually works over a meaningful sample.
Tracks your Profit Factor over time with a reference line at 1.0.
  • Above 1.0 = profitable for that period
  • Below 1.0 = losing for that period
Hover for win/loss counts per period. A declining profit factor trend is an early warning sign — even if your overall number is still above 1.0.
Shows your average risk-adjusted return per period.
  • Values are displayed as multiples of risk (e.g., +1.5R means you gained 1.5x your risked amount)
  • Reference line at 0R marks breakeven
  • Only includes trades with a defined R-multiple
This chart strips out position sizing and shows pure risk-reward performance.

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Consistency & Patterns

Four cards measuring behavioral and performance consistency:
MetricWhat it measures
Win StreakLongest run of consecutive wins (ignoring breakevens)
Loss StreakLongest run of consecutive losses (ignoring breakevens)
Profitable Days %Percentage of trading days that ended with a net profit
Risk-Adjusted ReturnA Sharpe-like ratio measuring return consistency — higher is better
Four cards breaking down your performance by day of week:
CardWhat it shows
Best Performing DayDay with the highest total P&L + trade count
Least Performing DayDay with the lowest total P&L + trade count
Most Active DayDay you trade the most
Best Win Rate DayDay with the highest win percentage
Use this to identify which days consistently work for you — and which ones you might consider sitting out.

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Distribution & Breakdown

A donut chart showing the visual split between wins, losses, and breakevens.
  • Hover any segment to see the count and percentage
  • Your overall win rate is displayed in the center
  • The legend on the right shows each category with totals
A histogram grouping your trade outcomes into six dollar ranges:
Range
Less than -$500
-500to−500 to -200
-200to200 to 0
0to0 to 200
200to200 to 500
Greater than $500
What to look for: A healthy distribution skews right (more trades in positive buckets). If most of your trades cluster in the negative ranges, it may signal a risk management issue.
A bar chart showing total P&L per instrument (e.g., MNQ, MES, ES).
  • Bars are green for profitable symbols, red for unprofitable
  • Best and worst symbol badges are shown at the top
  • Hover for trade count and win rate per symbol
This helps you identify which instruments you trade well — and which ones cost you money.
A horizontal bar chart showing total P&L per playbook or setup.
  • Green bars for profitable strategies, red for unprofitable
  • Best and worst strategy badges at the top
  • Hover for detail
This is the definitive answer to “which of my strategies actually works?” Cross-reference with your Align Score to see if poor strategy performance correlates with low execution quality.

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Top & Worst Trades

Two tables show your 10 best and 10 worst trades for the filtered period. Each row includes:
  • Symbol and side (long/short)
  • Date of trade exit
  • P&L (color-coded)
  • R-Multiple (risk-adjusted return)
  • Setup (assigned playbook, if any)
  • Link to the full trade detail view
Review your worst trades regularly. The patterns in your largest losses often reveal more about your process than your wins do.

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P&L Card Generator

At the bottom of the Analytics page, you can create a shareable performance snapshot.
  1. Expand the P&L Card Generator section
  2. Choose a period: Daily, Weekly, or Monthly
  3. Choose a theme: Dark or Light
  4. Click Download to save the card as a PNG image
The generated card summarizes your key metrics for the selected period — useful for sharing progress with a coach, accountability partner, or on social media.
All analytics are calculated from closed trades only. Open trades, archived accounts, and trades outside your selected filters are excluded from every chart and metric on this page.