Analytics
Deep insights into your trading performance
Analytics Dashboard
The Analytics Dashboard provides deep insights into your trading performance with charts, statistics, and actionable metrics.
Accessing Analytics
- Go to Analytics from the sidebar
- The page automatically filters by your currently selected journal
- A badge at the top shows which journal's data you're viewing
- To change journals, select a different journal from the Journal page
Note: Analytics are calculated per-journal to give you accurate insights for each trading strategy or account. Switch journals to compare performance across different portfolios.
Performance Overview
Equity Curve
A chart showing your cumulative P&L over time:
- Green area: Profitable periods
- Red area: Drawdown periods
- Hover: See exact values at any point
Key Metrics
| Metric | What It Measures |
|---|---|
| Total P&L | Net profit/loss in dollars |
| Return % | Percentage return on starting capital |
| Win Rate | % of trades that were profitable |
| Profit Factor | Gross profit ÷ Gross loss |
| Avg Winner | Average profit on winning trades |
| Avg Loser | Average loss on losing trades |
Performance Metrics
Risk-Adjusted Returns
| Metric | Good Value | Excellent Value |
|---|---|---|
| Sharpe Ratio | > 1.0 | > 2.0 |
| Sortino Ratio | > 1.0 | > 2.0 |
| Calmar Ratio | > 1.0 | > 3.0 |
Drawdown Analysis
| Metric | Description |
|---|---|
| Max Drawdown | Largest peak-to-trough decline |
| Avg Drawdown | Average drawdown amount |
| Drawdown Duration | Longest time to recover |
| Current Drawdown | If in drawdown, current depth |
Trade Statistics
| Stat | Description |
|---|---|
| Total Trades | Number of closed trades |
| Long Trades | Number of long positions |
| Short Trades | Number of short positions |
| Avg Trade Duration | How long you hold positions |
| Largest Winner | Best single trade |
| Largest Loser | Worst single trade |
Analysis by Category
By Symbol
See which stocks you trade most profitably:
| Symbol | Trades | Win Rate | Total P&L |
|---|---|---|---|
| AAPL | 25 | 68% | +$2,450 |
| TSLA | 18 | 44% | -$320 |
| NVDA | 12 | 75% | +$1,890 |
By Side (Long/Short)
| Side | Trades | Win Rate | Avg P&L |
|---|---|---|---|
| Long | 45 | 62% | +$125 |
| Short | 15 | 47% | +$45 |
By Day of Week
| Day | Trades | Win Rate | Total P&L |
|---|---|---|---|
| Monday | 12 | 58% | +$340 |
| Tuesday | 15 | 67% | +$890 |
| Wednesday | 10 | 50% | +$120 |
| Thursday | 13 | 62% | +$450 |
| Friday | 10 | 40% | -$200 |
By Time of Day
Discover your best trading hours:
| Time | Trades | Win Rate |
|---|---|---|
| 9:30-10:30 | 20 | 55% |
| 10:30-12:00 | 15 | 70% |
| 12:00-14:00 | 8 | 50% |
| 14:00-16:00 | 17 | 59% |
By Playbook/Strategy
| Playbook | Trades | Win Rate | Profit Factor |
|---|---|---|---|
| Momentum | 30 | 60% | 1.8 |
| Breakout | 20 | 55% | 1.5 |
| Reversal | 10 | 40% | 0.9 |
Charts & Visualizations
P&L Distribution
Histogram showing trade outcome distribution: - Bell curve of P&L values - Identify outliers - Check for skew
Win/Loss Streaks
Track consecutive wins and losses: - Current streak - Longest winning streak - Longest losing streak
Monthly Heatmap
Calendar view colored by P&L: - Green = profitable day - Red = losing day - Intensity = magnitude
Trade Duration vs P&L
Scatter plot showing relationship between: - How long you hold trades - Resulting profit/loss
Advanced Analytics
Expectancy
Expectancy = (Win Rate × Avg Win) - (Loss Rate × Avg Loss)
Positive expectancy = profitable strategy over time.
R-Multiple Analysis
If you set stop losses, see R-multiple distribution: - 1R = Risk amount achieved - 2R = Double your risk achieved - -1R = Full stop loss hit
MAE/MFE Analysis
| Metric | What It Shows |
|---|---|
| MAE | How much heat trades take |
| MFE | How much profit you leave on the table |
Filtering & Customization
Date Range
- Today
- This Week
- This Month
- Last 30 Days
- Last 90 Days
- Year to Date
- All Time
- Custom Range
Filter Options
- By journal
- By symbol
- By playbook
- By tag
- By side (long/short)
- By outcome (win/loss)
Exporting Analytics
Export Options
- Click Export button
- Choose format:
- PDF Report - Formatted summary
- CSV Data - Raw data for spreadsheets
- PNG Charts - Individual chart images
Scheduled Reports
Set up automatic email reports: - Daily summary - Weekly report - Monthly review
Configure in Settings > Notifications.
Using Analytics for Improvement
Identify Strengths
Look for patterns in your wins: - Which symbols? - What time of day? - Which setups?
Address Weaknesses
Find patterns in losses: - Revenge trading days? - Specific stocks that hurt you? - Times when you perform poorly?
Set Goals
Use metrics as benchmarks: - Target win rate - Maximum acceptable drawdown - Profit factor goal