Dashboard Overview
Understanding your TraderVault dashboard
Dashboard Overview
The Dashboard is your command center in TraderVault. It provides a quick snapshot of your trading performance and easy access to key actions.
Dashboard Layout
Stats Cards (Top Row)
The top row shows your key performance metrics for the selected time period:
| Card | What It Shows |
|---|---|
| Today's P&L | Profit/loss from trades closed today. Green = profit, Red = loss. |
| Win Rate | Percentage of winning trades. Calculated from closed trades in the period. |
| Total Trades | Number of trades logged in the selected period. |
| Open Positions | Number of trades currently still open. |
Changing the Time Period
Click the time filter dropdown to view stats for: - Today - This Week - This Month - This Year - All Time
Dashboard Sections
Recent Trades
Shows your last 5 closed trades with: - Symbol and side (Long/Short) - P&L amount and percentage - Date closed
Click any trade to view full details or View All to go to the Journal.
Open Positions
Lists all currently open trades: - Symbol and entry price - Current unrealized P&L (if price data available) - Number of shares
Click a position to add an exit or view details.
Quick Actions
Buttons for common tasks: - + New Trade - Log a manual trade - Connect Broker - Set up broker sync - Create Alert - Set a price alert
Performance Chart
Visual representation of your cumulative P&L over time: - Hover over points to see exact values - Green area = profitable periods - Red area = drawdown periods
Understanding Your Stats
P&L (Profit & Loss)
Your P&L is calculated as:
Long: (Exit Price - Entry Price) × Shares
Short: (Entry Price - Exit Price) × Shares
Realized P&L: From closed trades (actual money made/lost) Unrealized P&L: From open positions (paper gains/losses)
Win Rate
Win Rate = Winning Trades / Total Closed Trades × 100
A "win" is any trade with positive P&L. Industry benchmark: - 40-50%: Acceptable (if winners are larger than losers) - 50-60%: Good - 60%+: Excellent
What's a Good Profit Factor?
Profit Factor = Total Profits / Total Losses
| Profit Factor | Interpretation |
|---|---|
| < 1.0 | Losing money overall |
| 1.0 - 1.5 | Break-even to slightly profitable |
| 1.5 - 2.0 | Good performance |
| 2.0+ | Excellent performance |
Dashboard Tips
- Check daily - Start each trading day by reviewing yesterday's performance
- Watch drawdowns - If your chart shows extended red, review your strategy
- Compare periods - Switch between weekly/monthly to spot trends
- Use Quick Actions - Log trades immediately after execution
Customization (Coming Soon)
Future updates will allow: - Rearranging dashboard widgets - Adding/removing stat cards - Custom time period ranges - Multiple chart types