Dashboard Overview
The Dashboard is your central command center in Trading Metrics. It provides a high-level, real-time overview of your trading performance, recent activity, and account health.
Whether you are tracking long-term profitability or reviewing a specific day’s trades, the dashboard organizes all your vital data into one clean interface.
Interactive Walkthrough
Get familiar with the dashboard layout by clicking through this quick tour:
Key Dashboard Sections
Here is a detailed breakdown of everything you can track on your dashboard:
Portfolio Selection
In the top-right corner, you will find the Portfolio Selector. If you manage multiple accounts, strategies, or challenges, use this dropdown to filter the entire dashboard. The metrics displayed below will always reflect the currently selected portfolio.
Performance, Profitability & Risk
The top row of cards gives you the absolute essentials. Hovering over the info icons on these cards provides deeper context into what these metrics represent:
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Performance (Edge & Consistency): Measures the quality and consistency of your trading decisions across all closed trades.
- Net P&L: Overall realized profit and loss across all closed trades.
- Profit Factor: Gross profits divided by gross losses. A value above 1.0 means you are profitable.
- Avg Plan Execution: How accurately you follow your initial trade plan from entry to exit.
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Profitability (Lifetime Returns): Lifetime balance and realized profit & loss metrics across all closed trades in this portfolio.
- Balance: Current total portfolio balance.
- Net P&L: Total realized profit minus losses and fees.
- Avg Win / Avg Loss: Average amount gained on wins vs lost on losses.
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Risk (Drawdown & R-Multiples): Key risk indicators to help you assess portfolio health, trade risk during open positions, and risk-reward execution.
- Max Drawdown: Largest peak-to-trough decline in portfolio balance.
- Avg MAE: How far trades go against you before they are closed.
- R-Multiple Potential: Average planned risk-to-reward ratio based on your stop-loss and target.
- R-Multiple Realized: Average actual risk-to-reward on closed trades (compare this with your potential).
- R-Multiple Open Plan: Average planned R-Multiple of trades that are still open.
This top row provides the absolute essentials of your trading performance by tracking your lifetime profitability structural execution efficiency and systemic risk management metrics.
A professional dashboard shows a profit factor well above one minimal peak to trough drawdown and realized risk multiples that closely match planned potential. A dangerous dashboard reveals negative expectancies deep capital drawdowns and massive gaps between potential and realized rewards.
It delivers an instant reality check on your total system viability. By consolidating your absolute bottom line metrics you can immediately verify if your overall trading edge is structurally sound or silently bleeding capital.
Account Balance
Your Account Balance chart is the ultimate visual health check for your portfolio. This chart combines your last 90 days of daily performance with your total running account balance, giving you a powerful, simultaneous view of both short-term results and overall portfolio direction.
- Quick Summary: Instantly view your current Balance and your overall Return in the top-right corner, without any scrolling or complex searching.
- Daily P&L Bars: Each vertical bar represents your specific Daily P&L for that date. Green bars indicate profitable days, while red bars show losing days.
- Account Balance Line: The continuous line tracks your total Account Balance for each day, making it easy to determine if your portfolio is growing, flattening, or declining over time.
- Interactive Legend: Keep your visual clean and focused. Use the interactive legend above the chart to quickly toggle the display of Daily P&L, Account Balance, or both.
- Hover Insights: Hover over any point on the chart to instantly reveal the exact daily result and total account balance for that specific date.
Your 90-day portfolio trend at a glance.
This core visualization component combines your daily P&L bars with your account balance line, tracked over a rolling 90-day period.
A healthy chart shows a clear preponderance of green P&L bars and a consistently upward-trending balance line. A concerning chart would feature frequent red bars or a declining balance trajectory.
It provides a direct, unfiltered view of your true financial direction. This powerful combination reveals whether your trading performance is consistently compounding wealth or slowly eroding your capital.
Distribution Metrics
These three interactive charts — two donuts (Win vs Loss, Open vs Closed) and a diverging bar (Long vs Short) — break down the core composition of your trading data. They are designed to help you quickly identify your personal trading biases and strengths at a single glance:
- Win vs Loss: Visualizes the distribution of your trade outcomes by count. This helps you instantly assess your true win rate and consistency, independent of your actual profit sizes.
- Long vs Short: Analyzes your realized P&L split by trade direction. This is a crucial metric for discovering directional bias for example, it easily highlights if you are highly profitable shorting the market but struggling with long positions.
- Open vs Closed: Provides a rapid status breakdown of your logged trades. This helps you monitor your current market exposure by showing how much of your portfolio is tied up in active trades versus realized outcomes.
This middle row of charts breaks down the core composition of your trading data by visualizing your raw win rate directional profit split and current market exposure.
An optimal breakdown shows a balanced win rate with profits evenly distributed across both long and short directions. A problematic breakdown reveals a heavy directional bias where you bleed capital in one direction or hold too many open positions simultaneously.
It immediately exposes your subconscious trading biases. By highlighting if you are only profitable going long or if your win rate is structurally broken you can stop forcing setups in hostile market conditions.
Feeds & Movers Dashboard
Stay on top of your portfolio and the broader market with dedicated, quick-glance widgets:
- Latest Trades: Provides immediate visibility into your active portfolio. This panel tracks your recently modified positions, allowing you to monitor ongoing trade executions or adjustments at a glance. You can easily click View all to navigate directly to your complete trading history.
- Latest Alerts: Never miss a critical market movement. This section logs your most recently triggered market alerts, ensuring you know exactly when your custom target prices or technical conditions have been met. A handy View all shortcut lets you review your full alert log.
- Top Movers (4h): Automatically scans the market to surface the biggest short-term price movers (both gainers and losers). By specifically filtering for assets with over 2M+ in daily volume, this tool filters out low-liquidity noise helping you spot highly active, actionable volatility and quick opportunities over a rolling 4-hour window.
This dashboard panel tracks your live active portfolio executions alongside recently triggered market alerts and high volume top moving assets over a rolling four hour window.
An active profile shows tight trade execution alignment with timely alert responses and systematic capital tracking. A chaotic layout displays random unmonitored alert triggers and heavy focus on volatile low liquidity noise that deviates from your core plan.
It keeps you perfectly connected to both your internal account modifications and external market shifts. By filtering out low liquidity noise it ensures you only focus on highly actionable short term volatility and urgent trade adjustments.
The Trading Calendar & Daily Summary
The Trading Calendar gives you a bird’s-eye view of your overall monthly performance. Instead of just looking at individual trades, you can instantly track your daily Profit & Loss (P&L) at a glance.
- Monthly Overview: Instantly view your total Realized P&L for the month alongside a badge indicating exactly how many days you actively traded.
- Visual P&L Tracking: Days are cleanly color-coded for quick visual assessment. Green blocks highlight your profitable days displaying net return, total trades, and daily win rate while red blocks indicate a net loss.
- Current Day Highlight: A light blue border securely marks the current calendar day so you always stay oriented.
Clicking on any specific date with trading activity opens the Daily Summary modal. This panel provides a granular breakdown of your portfolio’s activity for that exact day, giving you full transparency into your daily numbers:
- Trades: The total number of trades recorded for that date.
- Win Rate: The percentage of closed trades that ended profitably.
- Wins / Losses: A quick, clear ratio of your winning trades versus losing trades.
- Profit Factor: The relationship between your realized profit and realized loss for the day.
- Realized Net: Your actual bottom line for the day after all profits, losses, and fees are calculated.
- Realized Profit & Loss: A transparent separation of your gross profit from winning trades versus your gross loss from losing trades.
- Fees: Exactly how much you paid in trading costs, ensuring complete transparency.
- Deposits & Withdrawals: A direct log of any capital you moved into or out of your account on that specific date.
Your monthly trading consistency at a glance.
This interactive trading calendar provides a monthly view of your daily profit and loss, tracking color-coded net returns alongside granular daily summaries of realized metrics and fees.
A strong calendar displays a steady distribution of green blocks with tightly managed red blocks that keep drawdowns small. A poor calendar features deep red clusters or massive single-day losses that completely wipe out weeks of profitable execution.
It delivers instant visibility into your consistency over time. By seeing your daily profit trajectory organized by date, you can easily spot problematic trading days or behavioral cycles where you systematically give back gains.
Interactive Calendar: The calendar isn’t just for show! Click on any specific date box to instantly open the Daily Summary modal.
This pop-up provides a precise breakdown of your Trades, Win Rate, Wins/Losses, Profit Factor, Realized Net, Profit/Loss, Fees, Deposits, and Withdrawals for that exact 24-hour period.
Quick actions
A toolbar of shortcuts sits on the dashboard so the most common jobs are one click away rather than a trip through the navigation: New Trade, Alerts, Assets, Analytics, and Settings.
Behavioural warnings
Separately from the performance metrics, the dashboard watches the last 24 hours of your activity and surfaces warnings when your behaviour — not just your P&L — looks off:
- Oversized loss — a single loss well outside your normal range.
- Revenge trading — trades opened immediately after a loss, the classic tell for trading on tilt.
- Losing streak — consecutive losses beyond your usual run.
- Plan violations — trades that breached the rules of their assigned Trading Plan.
- No setup declared — trades logged without a pattern or plan attached, so they cannot be analysed later.
These warnings are the fastest feedback loop the platform offers. A clean equity curve with repeated revenge-trading flags is a warning about process, and process problems tend to show up in the P&L later.
Next Up: Ready to start tracking your performance? Let’s move on to the Trade Journal Overview.
Frequently Asked Questions
Quick answers based on this page's topic.
R-Multiple Potential measures your planned risk-to-reward ratio based on your initial stop-loss and target, whereas R-Multiple Realized tracks your actual executed risk-to-reward ratio on closed trades to highlight execution efficiency and trade management gaps.
The Account Balance chart merges vertical daily P&L bars (green for profit, red for loss) with a continuous running balance line over a rolling 90-day window, giving a simultaneous view of short-term daily volatility and long-term capital trajectory.
Clicking any active date on the monthly calendar opens a Daily Summary modal that displays exact 24-hour execution dataâincluding trade count, win rate, profit factor, gross profits versus losses, trading fees, and net capital movements.