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Documentation Index

Fetch the complete documentation index at: https://docs.tradealign.app/llms.txt

Use this file to discover all available pages before exploring further.

The Performance tab answers: “How am I doing financially?” This is the traditional analytics view that every trading journal has — P&L trends, drawdowns, distributions, and breakdowns by symbol. Most of this content focuses on financial outcomes.

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P&L Detail Cards

Four stat cards at the top of the tab:

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.

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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.

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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 Performance tab, 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.