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The Dashboard is the first screen you see after logging in. It gives you a snapshot of your trading performance — what’s working, what’s not, and where to focus next. Everything on the Dashboard updates based on your filters, so you can drill into a specific account, time period, or both.

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Filters

Two filters sit at the top of the Dashboard. Every section below responds to them instantly.

Account filter

Select one or more trading accounts to focus on. Archived accounts are automatically excluded.

Date range

Choose a time window using quick presets — Today, This Week, This Month, Last 30 Days, Last Month, This Quarter, or YTD — or pick custom start and end dates.
Use the Clear All button (appears when any filter is active) to reset back to all accounts and all time.

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Key Metrics

Four stat cards give you the numbers that matter most.

Net P&L

Your total profit or loss from all closed trades. Color-coded green for profit, red for loss.

Win Rate

The percentage of winning trades out of total trades taken (excluding breakevens). Shows a breakdown of wins, losses, and breakevens underneath.

Align Score

Your average TradeAlign Score across all journaled trades. Measures execution quality on a scale of 0–10. Shows N/A if no trades have been journaled yet.

Profit Factor

Gross profit divided by gross loss. A value above 1.0 means you’re profitable overall. Shows N/A if you have no losing trades.

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Charts

Below the stat cards, two charts visualize your performance trends.

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Cumulative P&L

An area chart showing your running total profit and loss over time. Each point represents a trading day — hover over any point to see the exact date and cumulative P&L value. This chart helps you spot whether your equity curve is trending up, flat, or drawing down.

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Win/Loss Breakdown

A donut chart showing the distribution of your wins, losses, and breakevens. Hover over any segment to see the count and percentage. The center of the donut displays your overall win rate.

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Calendar View

The calendar gives you a month-at-a-glance view of your trading activity.

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What each day shows

Every trading day displays up to three pieces of information:
  • Daily P&L — color-coded green (profit), red (loss), or neutral (breakeven)
  • Trade count — how many trades you took that day
  • Win rate — percentage of winning trades for the day
Click the gear icon in the calendar header to toggle which elements display. Your preferences are saved automatically.

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Clicking into a day

Click any trading day to open a detail panel showing:
  • The day’s total P&L
  • A summary grid: wins, losses, total trades, and win rate
  • A list of every trade taken that day — click any trade to jump to its full detail view

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Weekly sidebar

To the right of the calendar, a weekly breakdown shows:
  • P&L for each week of the month
  • How many days you traded that week
This helps you spot weekly rhythms — for example, whether you tend to give back profits toward the end of the week. Use the left and right arrows to move between months. The header shows your monthly P&L, total trading days, and win rate for the displayed month.

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Recent Trades

The bottom-right panel lists your 5 most recent trades with:
  • Symbol and side (long or short)
  • Entry date and time
  • P&L (color-coded)
  • Setup badge (if a playbook was assigned)
Click any trade to navigate to its full detail view.

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Daily Quote

A rotating trading quote appears near the top of the Dashboard. It changes once per day and is designed to reinforce the mindset behind disciplined execution.
Getting the most out of your Dashboard: Set your date range to This Month and compare it against Last Month to track whether your execution and profitability are improving over time. Pair this with your Align Score to see if better execution correlates with better results.