Dashboard Trade Analytics
Build a visual review workspace with Dashboard templates, widgets and shared filters. For a dense numerical catalogue with metric formulas, use Reports.
Support guides
Dashboard templates
- Select the "Templates" dropdown in the Dashboard.
- Choose "New Template" to create a custom layout.
- Drag and drop widgets onto the dashboard.
- Click "Done" to save your Template or "Cancel" to undo changes.
- Click the pencil icon next to the template you want to edit.
- Select the "Add" button or Widget sidebar to browse widgets.
- Drag and drop widgets onto the dashboard.
- Click "Done" to save your edits or "Cancel" to undo changes.
- Click the pencil icon next to the template you want to delete.
- Click the trash icon button.
- Select "Delete" to confirm or "Cancel" to undo changes.
- Click the gear icon next to the template name.
- Choose a template from the dropdown list.
- The new template will be applied automatically.
Dashboard Widgets
- Click the pencil icon to enter edit mode.
- Select the "Add" button or Widget sidebar to browse widgets.
- Drag and drop widgets into the dashboard.
- Click "Done" to save your edits or "Cancel" to undo changes.
- Click the pencil icon to enter edit mode.
- Hover over the right edge of the widget and drag to resize.
- Release to save the new dimensions.
- Click "Done" to save your edits or "Cancel" to undo changes.
Note: Some Widgets expand to display more detailed statistics.
- Click the pencil icon to enter edit mode.
- Select the "X" button on the Widget you want to remove.
- Click "Done" to save your edits or "Cancel" to undo changes.
Dashboard Filtering
- Click the filter icon on the Dashboard or Journal.
- Select to filter by "Trade Filter" or "Journal Filters".
- Click on the filters to apply.
- Click "Apply" to confirm filters.
Note: All filters added will apply to both the Dashboard and Journal.
- Click the filter icon on the Dashboard.
- Deselect the filters you don't want or select the "Clear Filters" button.
- Alternatively, press the cross next to the trade filter to remove.
Note: When filters are removed, the changes apply to both the Dashboard and Journal.
- Click the calendar icon in either the Dashboard or Journal to apply filters to that page.
- Select a preset date range or choose a custom range using the calendar(s).
- Click 'Apply' to update the stats or 'Cancel' to exit without saving changes.
Note: Calendar filters in the Dashboard and Journal work independently of each other.
How to guides
Trading Definitions
Understanding your performance starts with understanding the metrics behind it.
The percentage of decisive closed trades that finished profitable: winning trades divided by winning plus losing trades. Breakeven trades are reported separately.
Gross profit divided by the absolute value of gross loss. A value above 1 means winning trades generated more profit than losing trades lost.
The average net amount made or lost per eligible closed trade: total net trading P&L divided by closed trade count. It estimates the realised value of one statistically similar trade.
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