Dashboard Overview

The dashboard gives you a quick overview of the performance of your selected trading accounts. By default, the calendar displays data from active accounts, but you can also include inactive accounts to review past results and compare stronger and weaker trading periods.

You can select a single account, multiple accounts, or all accounts, then use the calendar to review performance across different dates. The summary cards at the top automatically recalculate metrics such as Account Balance, Win Rate, and other key statistics based on the accounts currently selected. When one account is selected, the results reflect that account only. When multiple accounts are selected, their results are combined.

Your trading rules are also displayed on the dashboard, giving you a quick reminder of the guidelines you want to follow.

Next to the summary cards, the Short Stats and Long Stats cards break down your results by trade direction. Each card shows the number of short or long trades, their percentage of all trades, the total P&L, the average P&L per trade, and the largest position size used in that direction.

Positive P&L values are highlighted in green and negative values in red, making it easy to see whether you perform better when selling or buying. Like the other summary cards, these statistics are calculated from the trading accounts currently selected in the account filter.

The calendar organizes your trading activity by day and helps you move quickly between recent and previous trading sessions. It provides a visual overview of when you traded and how you performed on each date, making it easier to identify profitable days, losing periods, inactive days, and recurring patterns in your results.

The displayed calendar data is based on the trading accounts currently selected. You can view a single account, combine multiple accounts, or include inactive accounts to review older trading history.

Click a day that has trades to open it in the Trade Journal. The journal is filtered to that date and to the accounts selected on the Dashboard, so you see exactly the trades shown in the calendar. Hovering over a day still shows a quick preview of its trades.