Analytics Overview
The Analytics Overview is the ultimate diagnostic hub for your trading career. Unlike the dashboard, which gives you a quick daily summary, this page is designed to tear down your strategy mathematically, exposing your true edge and highlighting areas for improvement.
Global Analytics Features
Before diving into the specific widgets, it is important to understand two powerful features built into the entire Analytics page:
All-Time vs. Period Benchmarking You will notice that almost every card on this page is split down the middle. The left side shows your All-Time statistics, while the right side shows data for the Selected Period (chosen at the top of the page). This allows you to instantly see if your recent performance is improving or degrading compared to your historical baseline.
Summary insights You don’t have to be a data scientist to understand your stats. Throughout the page, look for the lightbulb icons and text bars. The platform automatically reads your metrics and generates plain-English feedback (e.g., “All-time Stops are much wider than actual drawdown (12%) - tighten them to free up capital”).
Maximize Your Edge: The Portfolio Performance Chart
At the very top of your dashboard sits your master timeline chart. This interactive panel serves as your primary performance map, plotting your daily account metrics into a unified workspace so you can instantly track long-term capital momentum, isolate fee friction, and monitor your exact equity trajectory.
This is your interactive financial timeline. It plots your daily account balance, exact returns, cash flow, and exchange fees into a single, toggleable view. By clicking the legend items, you can instantly strip away visual noise to isolate specific metrics, like mapping your Long vs. Short profitability or your absolute daily fee costs.
A healthy chart shows a smooth, upward-trending equity curve where actual trading profits are the primary driver of growth. A toxic chart looks erratic, filled with deep valleys, sharp drawdowns, or an account balance that only stays afloat because of frequent lime-green deposit injections (which mask a negative trading edge).
It transforms raw, confusing ledger data into a crystal-clear visual narrative. By toggling between your absolute Profit & Loss and the All Series view, you can instantly diagnose if overtrading is secretly eating your edge, ensuring your actual take-home profits always outpace your execution costs.
Visual Controls
- Interactive Legend: The metric labels at the top of the chart act as functional toggles. Click any data point to turn it on or off instantly, allowing you to strip away visual noise and isolate specific variables just like before.
- Profit & Loss Chart (First Icon): Switch to this view to compare your absolute daily values, featuring a clear breakdown of your Daily P&L against your overall Account Balance.
- All Series Chart (Second Icon): Switch to this comprehensive line chart view to map your full equity curve and access the complete suite of advanced tracking metrics.
Tracked Metrics
The system automatically aggregates and color-codes your ledger into distinct data points. You can toggle any of these on the chart depending on your selected view:
| Category | Tracked Data Points |
|---|---|
Core Ledger | Account Balance, Return |
Trade Outcomes | Return Win, Return Loser |
Market Direction | Return Long, Return Short |
Capital & Costs | Deposits, Withdrawals, Fees |
The Trading Edge: Switch to the All Series view (the second icon), turn off the Account Balance line and leave only Fees and Return on. The Profit & Loss bar view is a fixed two-series combo, so the individual series toggles only exist in All Series. Days where the fee line climbs toward the return line are days where overtrading or high leverage caused exchange commissions to aggressively eat into your net profitability.
Explore the Analytics Overview
The Overview tab renders eight sections, documented across the six pages below:
- Portfolio Overview & Returns: Balance, cumulative returns, and the trading costs eating into them.
- Cash Flow & Open Positions: Live market exposure alongside deposits, withdrawals, and conversions.
- Realized Returns Breakdown: Per-trade performance and directional bias across closed trades.
- Performance Health: Core health metrics, win vs loss, holding duration, and losing streaks.
- Risk & Reward Analysis: R-multiples, excursion analysis, and trade scenarios.
- Trading Behavior: Emotional state correlation and trading plan rankings.
Next Up: Start with your balance and what it costs you to trade in Portfolio Overview & Returns.
Frequently Asked Questions
Quick answers based on this page's topic.
When you apply a date range in the Overview tab, the filter automatically synchronizes and persists across the Trading Pairs, Patterns, and Members tabs so your timeframe stays consistent across all views.