Accessing Analytics
Click Analytics in the sidebar. The page uses all trades within the currently selected date range. Use the date range filter at the top to focus on a specific period — a single month, a quarter, or your entire history.
You can also filter by tag to scope every chart to a specific setup or strategy. This lets you compare performance across different approaches side by side.
Summary Stats
The top of the Analytics page shows a row of key metrics at a glance:
Total P&L
The sum of all P&L across trades in the selected range. Green means net profitable; red means net losing.
Win Rate
The percentage of trades that closed with a positive P&L. A trade is a "win" if P&L > 0. Win rate alone does not determine profitability — a 40% win rate can be highly profitable if the average win is significantly larger than the average loss.
Average Win & Average Loss
The mean P&L of winning trades and losing trades respectively. The ratio of these two numbers gives you your reward-to-risk. If your average win is $200 and your average loss is $100, you have a 2:1 reward-to-risk ratio.
Profit Factor
Total gross profit divided by total gross loss. A profit factor above 1.0 means you are net profitable. Above 1.5 is considered solid; above 2.0 is excellent. This metric accounts for both win rate and the size of wins versus losses.
Best & Worst Trade
The single highest and lowest P&L trade in the selected period. Large outliers in either direction deserve attention — a single massive win can hide an otherwise losing period, and a single large loss can distort an otherwise solid record.
Average Duration
The mean time between entry and exit across all trades. Useful for understanding your trading style — scalpers typically average seconds to minutes; swing traders average hours to days.
Equity Curve
The equity curve plots your cumulative P&L over time, with each trade adding to or subtracting from the running total. A healthy equity curve trends upward with shallow, short drawdowns. Key things to look for:
- Upward slope: consistent profitability over time.
- Flat periods: breakeven stretches that may indicate a change in market conditions or your trading drift.
- Sharp drops: large losing trades or losing streaks. These are the periods most worth reviewing in detail.
- New highs: each new peak on the curve is a new account high — you want these to occur frequently.
P&L Distribution
The P&L distribution chart shows how your trade results are spread across different P&L buckets. A well-performing trading style typically shows a distribution skewed to the right — more small losses and more larger wins than the reverse.
A distribution heavily concentrated at zero with occasional large wins or losses may indicate inconsistent sizing or holding winners and losers to extremes.
Time-of-Day Heatmap
This heatmap shows your average P&L (or win rate) broken down by hour of the trading day. Each cell represents trades that opened during that hour. Darker green = more profitable; darker red = more losing.
Common findings traders discover here:
- The first 30–60 minutes after market open (9:30–10:30 ET for equities) are often the most volatile — either the best or worst period depending on your style.
- Midday (12:00–14:00 ET) tends to be lower-volume and choppier. Many traders perform worse here.
- The final hour before close (15:00–16:00 ET) often sees a pickup in momentum.
Day-of-Week Breakdown
Similar to the time-of-day heatmap but aggregated by day of the week. Some traders consistently perform better on certain days due to market structure or personal scheduling. If Fridays consistently show red, that's worth acting on.
Tag Performance Table
The tag performance table lists every tag you've used alongside win rate, average P&L per trade, and total P&L contribution. This is the fastest way to answer: "Which of my setups are actually profitable?"
Sort by average P&L or win rate to rank your setups from best to worst. The goal is to trade more of what appears at the top, and eliminate or improve what appears at the bottom.
Calendar Heatmap
Available on the main Dashboard page, the calendar heatmap colors each trading day by its total P&L. Green days were profitable; red days were losing. Click any day to expand it and see all trades from that session.
Use the calendar to spot:
- Losing streaks (consecutive red days) that may indicate a need to step back or reduce size.
- Months or weeks where you were clearly in sync with the market versus out of sync.
- Whether red days tend to cluster around specific dates (e.g., FOMC meetings, options expiration).