Member Analytics
Whether you are managing a prop firm team, tracking different trading bots, or just organizing your own personal sub-accounts (e.g., “Day Trading” vs. “Swing Trading”), the Member Analytics page allows you to isolate and compare performance by individual user/account profiles.
The Team Overview
When you first land on the Members page, you get a bird’s-eye view of everyone in your workspace, ranking team members by top performance metrics and providing comprehensive summary cards for each individual trader.
This panel provides a high-level view of your entire workspace, ranking team members against each other by Net P&L while displaying individual trader cards packed with win rates, risk metrics, and plan compliance.
An optimized workspace features a healthy performance distribution across team members with high plan compliance and steady positive returns. A problematic workspace reveals heavy reliance on a single trader or widespread compliance breakdown across individual cards.
It allows workspace admins or fund managers to instantly evaluate group performance and capital allocation. By seeing who drives team alpha and who is in early development, you can deploy capital efficiently and target individual coaching.
| UI Component | Description |
|---|---|
Member Performance Ranking Chart | A horizontal bar chart visualizes relative capital generation across the entire organization. It ranks all team members against each other at a glance. |
Leaderboard Metric Selector | A top-right dropdown menu enabling workspace managers to instantly re-sort the ranking leaderboard by various metrics (currently set to Net P&L). |
Automated Team Health Banner | A smart diagnostic summary bar highlighting total team participation calculating workspace-wide net-positive ratios (e.g., 46 of 83 traders positive), identifying alpha leaders (CHF 5'347.77), flagging extreme drawdowns (CHF -5'455.81), and issuing low-volume sample warnings. |
Individual Member Performance Scorecards | Dedicated snapshot cards for every member displaying email/ID, assigned role tags (TRADER), activity status badges ('Early days'), Net P&L, absolute Win Rate %, and total Win/Loss tallies (1W / 0L). |
The Trading Edge: Pay close attention to the status badges on the individual scorecards. Members flagged with ‘Early days’ have insufficient trade volume for statistical reliability - focus your performance reviews on traders who have established a solid sample size to accurately assess workspace alpha.
Member Performance Health
The Member Performance Health module provides a 360-degree diagnostic audit of an individual trader’s operational sustainability. By combining equity trajectory, core risk parameters, rule compliance, and win/loss ratios, this panel determines whether a team member’s profitability is driven by repeatable consistency or dangerous tail-risk.
This panel delivers a comprehensive 360-degree health audit for an individual trader, tracking three core vectors: equity growth trajectory (Cumulative P&L), operational discipline & risk metrics (Performance Health), and outcome frequency (Win vs Loss).
A healthy trader profile exhibits a smooth, upward-trending equity curve, high Profit Factor (>2.0), Plan Execution at or above 100%, Max Drawdown under 10%, and a balanced or high win rate. A fragile profile displays jagged equity spikes, high max drawdowns, and decaying plan execution.
It equips you with actionable clarity to assess trading sustainability. Instead of looking at raw P&L alone, you can verify if this trader's equity gains are backed by disciplined strategy execution or unhedged risk-taking.
| Health Component | Description |
|---|---|
Cumulative P&L Chart | Tracks daily cumulative account profit and loss over time. Displays headline summary metrics including Net Cumulative P&L (e.g., EUR 8'201.41), total active Trading Days (5), and Best/Worst Day profit extremes (EUR 4'007.74 / EUR -20.00). |
Performance Health Panel | Contrasts All-Time vs. Selected Period statistics across three critical viability metrics: Profit Factor (gross gains / gross losses), Plan Execution (realized profit as a percentage of the planned target profit), and Max Drawdown (% peak-to-trough decline). |
Win vs Loss Breakdowns | Visual doughnut distribution charts showing the exact win rate ratio (e.g., Wins 67% vs Losses 33%) comparing all-time history against the active period. |
Automated Health Diagnostics | Dynamic feedback callouts summarizing equity consistency, rule adherence, and risk exposure (e.g., highlighting outstanding Profit Factors or alerting high Max Drawdown levels). |
The Trading Edge: Always evaluate Profit Factor alongside Max Drawdown for this trader. If they show an exceptionally high Profit Factor but also display a Max Drawdown above 20%, they are likely taking oversized position trades. Enforce strict risk limits to protect their account equity during inevitable drawdown phases.
Realized Returns
The Realized Returns module delivers a granular audit of an individual trader’s trade-level expectancy and directional bias. By evaluating their average dollar gain against average loss per position and separating long profitability from short performance, this panel reveals whether their returns stem from strong trade payoff management or lopsided market exposure.
This module dissects the trader's net financial payout by evaluating per-trade averages (average gain vs. average loss) and directional allocation (long vs. short profitability) across all executed positions.
A healthy profile displays an average winner significantly larger than the average loser alongside balanced or profitable directional execution. A compromised profile shows asymmetric risk where average losses dwarf average wins or one directional bias drains overall account equity.
It provides granular clarity on this trader's expectancy and directional bias. By understanding their true risk-to-reward payoff per trade and identifying whether longs or shorts generate their alpha, you can refine position sizing and directional focus for optimal performance.
| UI Component | Description |
|---|---|
Per-Trade Performance | Evaluates overall position efficiency across the selected time period. Features a winner vs. loser doughnut chart alongside baseline trade expectancy metrics. |
Avg P&L / Trade | The net expected cash return generated on average across every single executed position (e.g., EUR 1'376.89). |
Avg Winner vs. Avg Loser | Contrasts mean monetary gain on winning trades (e.g., EUR 2'084.53) against mean cash loss on losing trades (e.g., EUR -38.39) to measure trade payoff asymmetry. |
Direction Returns | Isolates performance by order direction (Long vs. Short), detailing total net return (e.g., Long Returns: EUR 8'261.32), trade count, and directional win rate. |
Automated Payoff Diagnostics | Dynamic feedback callouts highlighting your trade payoff ratio (e.g., 'Your average winner is 54.3x your average loser') and directional exposure alerts. |
The Trading Edge: Pay close attention to the Direction Returns panel. If 100% of this trader’s profits stem from Long Returns while Short Returns remain idle or negative, evaluate if market conditions favor trend-following longs or if their short-side entry criteria need refinement before deploying capital on counter-trend trades.
Risk & Reward
The Risk & Reward module provides a deep execution diagnostic for an individual trader, measuring how well their trading plans translate into actual market outcomes. By analyzing R-multiple capture rates, Maximum Adverse/Favorable Excursions (MAE/MFE), and stop/target hit distributions, this section isolates trade management leaks and psychological execution errors unique to this trader.
This panel audits an individual trader's trade management pipeline, comparing their planned risk-to-reward parameters against real-world execution. It measures R-multiple efficiency, adverse/favorable excursions, and stop/target hit scenarios.
A well-managed profile achieves R-Multiple capture at or above 70%, tight adverse excursion alignment with planned stops, and consistent target hits without premature exit leaks. A flawed profile shows massive R-multiple degradation (e.g., capturing only 44% of planned R), loose stop placement, and premature take-profit cuts.
It exposes this trader's trade management leakage and psychological execution errors. By identifying whether their stop losses are placed too wide or profits are taken too early relative to potential move excursion, you can help optimize their order management for maximum expectancy.
| Risk & Reward Widget | Description |
|---|---|
R-Multiple Realization Engine | Compares planned risk-reward expectations against actual realized performance (e.g., 44% capture rate, converting 1.47R planned into 0.65R realized). |
Adverse Excursion & Stops | Tracks Maximum Adverse Excursion (MAE) relative to planned stop distance, flagging wide stop placements or stop-loss displacement (e.g., MAE reaching 147% of planned stop). |
Favorable Excursion & Targets | Measures Maximum Favorable Excursion (MFE) against planned targets, highlighting conservative target placement or premature profit taking. |
Stop Loss Execution Scenarios | Breaks down stop-loss mechanics and exit behaviors, distinguishing between Breached, Stop Hit, Early Exit, and Unclassified outcomes. |
Target Execution Scenarios | Analyzes target outcome distributions (e.g., Early Take Profit vs. Beyond Target runs), revealing profit-taking efficiency. |
The Trading Edge: Look closely at this trader’s R-Multiples Capture Rate. If their planned R is high (e.g., 1.47R) but their realized R is low (e.g., 0.65R), cross-reference with Favorable Excursion & Targets. This mismatch usually reveals early take-profit panics - coaching them to hold to planned targets will directly boost their overall expectancy.
Trading Pairs
The Trading Pairs module provides a clear asset-level audit of an individual trader’s performance, separating instruments that build capital from those that consistently drain their account equity. By ranking tickers across both All-Time and custom date ranges, this panel isolates each trader’s instrument-specific edge from broader market noise.
This module ranks every instrument traded by this individual (e.g., BTCUSDT, ETHUSDT, OGTRY) by total Net P&L, Win Rate, and Profit Factor, directly comparing all-time historical performance against the active selected period.
A healthy trader demonstrates high profit concentration in a core group of well-understood pairs with high win rates and solid profit factors. A compromised trader reveals continuous capital decay caused by over-trading low-expectancy or highly volatile secondary pairs.
It enables precise portfolio curation for this trader. By identifying exactly which tickers drive their gains and which act as continuous account drags, you can recommend stopping toxic assets and scaling capital into their most reliable pairs.
| UI Component | Description |
|---|---|
Best Trading Pairs Panel | Displays a side-by-side leaderboard of top profit-generating assets (All-Time vs. Selected Period), showing Net P&L (EUR), Win Rate %, Profit Factor, and win/loss trade tallies (e.g., 1W / 0L). |
What's Working Callout | Green automated insight bar highlighting key profit drivers (e.g., 'OGTRY leads at +EUR 2.94') and quantifying overall net-profitable asset ratios. |
Worst Trading Pairs Panel | Isolates underperforming assets causing negative account drag, detailing cumulative monetary loss, win rate decay (e.g., 0%), and trade counts. |
Watch Out Warning Banner | Red diagnostic bar identifying major losses (e.g., 'ETHUSDT is the biggest drag at EUR -50.11') and advising risk adjustments or complete removal for pairs with zero winning trades. |
The Trading Edge: Pay close attention to the Watch Out callouts on the Worst Trading Pairs panel. If a ticker shows a 0% Win Rate over multiple trades, recommend this trader remove it from their watch list immediately or reconsider their strategy rules for that specific asset. Cutting toxic pairs is often the fastest way to increase overall net return.
Looking for Performance by Emotion, Performance by Day, or Trading Plan Rankings? Those panels live on the Overview tab rather than in a member’s detail view — see Trading Behavior.
Next Up: That completes the Analytics section. Next, learn how to find new setups in the Market Screener.
Frequently Asked Questions
Quick answers based on this page's topic.
By evaluating Profit Factor and Plan Execution alongside Max Drawdown. A high P&L paired with a Max Drawdown over 20% or low plan compliance indicates oversized position taking rather than disciplined strategy execution.
The 'Early days' badge highlights members with insufficient trade volume. It alerts workspace admins that the trader's current win rate and metrics lack statistical reliability until a larger trade sample is established.
MAE measures drawdowns before trade exit to flag overly wide stops, while MFE tracks peak profit run-ups to expose premature exit panics where a trader cuts winning trades well before reaching planned targets.