Dashboard
Your trading performance at a glance — KPIs, charts, calendar, and review prompts.
The Dashboard is the first thing you see when you log in. It's organized as a stack of widgets you can rearrange, each one answering a different question about your performance — at a glance, over a period, or broken down by symbol, time, or playbook.
Headline metrics
Four big numbers across the top of the page — your KPI snapshot.
Total Trades
47
Win Rate
63.8%
Total P&L
+$1,247.50
Profit Factor
2.14
You pick which 4 metrics show up. Click the gear icon labeled “Choose metrics” next to the Headline Metrics row to swap them. You can pick any 4 from these 12:
| Metric | What it shows |
|---|---|
| Total Trades | How many trades are in the period |
| Win Rate | % of closed trades that were profitable |
| Total P&L | Sum of P&L across closed trades |
| Avg P&L | Average P&L per closed trade |
| Profit Factor | Gross profit ÷ gross loss. Above 1.0 = profitable system |
| Expectancy | Average $ gained per trade over the long run |
| Avg Winner | Average P&L of your winning trades |
| Avg Loser | Average P&L of your losing trades |
| Win Streak | Current consecutive winning trades (with all-time best) |
| Loss Streak | Current consecutive losing trades (with all-time worst) |
| Expectancy (R) | Average result per trade in units of risk (R). Above 0 = positive edge |
| Total R | Every trade's R added up |
When a period filter is active (Week, Month, or Last 30 Days), each metric shows a small trend indicator — the percentage change vs the prior period of the same length.
Period filter
Slice your stats by time.
The period chips at the top (All Time, This Week, This Month, Last 30 Days) filter every widget on the page. The default is All Time; switch periods to see how recent activity compares.
Evaluation trades are kept separate
Which trades the numbers cover.
Evaluation trades run on simulated capital, so losing $3,000 in an evaluation doesn't cost you $3,000. The only real money an evaluation costs is its fee. By default the Dashboard leaves evaluation trades out of every number. Each trade belongs to one of three books, based on the account it's logged to:
| Book | Trades |
|---|---|
| Personal | Trades with no prop account |
| Funded | Trades on a funded prop account |
| Evaluation | Trades on an evaluation |
If you have an evaluation account, a switch next to the period chips picks which books the Dashboard reads. Every widget follows it, and your choice is remembered (the Journal uses the same one):
- Funded & personal (the default): personal and funded trades
- Evaluations: evaluation trades only. Total P&L is labelled Simulated P&L, and the top of the page shows how many evaluations are active, passed and failed, your pass rate, the fees you've spent, and each active evaluation's progress to its profit target
- All trades: every book combined
Moving a trade to another account moves it to that account's book. When you pass an evaluation, the trades on your new funded account count as funded; the evaluation's own trades stay in Evaluations. If you only have evaluation trades so far, the Dashboard tells you how many there are and switches to Evaluations in one click. Evaluation trades carry an EVAL badge in Recent Trades.
Customize the layout
Drag widgets to reorder. Hide ones you don't use.
Click Customize in the top-right of the Dashboard to enter edit mode. From there:
- Drag any widget to reorder it
- Use the eye icon to show or hide a widget
- Click Reset to revert to defaults
- Click Cancel to discard your changes and exit edit mode
- Click Done to save
The layout persists per user, so your dashboard looks the same on any device you log in from.
Widgets
Each block on the dashboard is a widget. Here's what they do.
Today's Notes
A collapsed-by-default panel for free-text notes about today's trading session. Date-stamped, persists between sessions.
Stats Overview (headline metrics)
The 4 KPI cards described above. The “Choose metrics” gear lives here.
Performance Summary
A second row of 6 supplementary metrics: Profit Factor, Expectancy, Avg Winner, Avg Loser, Win Streak, Loss Streak. These are always visible regardless of which 4 you picked as headline.
Below them, the same results in units of risk: Expectancy (average R per trade), Total R, Avg Win and Avg Loss in R. Only closed trades with a stop loss and size have an R, and the row says how many of your closed trades that covers. See Journal → R-multiples.
Charts and Calendar
A tabbed widget with two views:
- Calendar — a heatmap of daily P&L, with each day colored to show winning vs losing days at a glance. This is the default view when the widget loads.
- Charts — equity curve and three collapsible breakdowns: Time Performance (P&L by time of day), Symbol Performance (P&L by instrument), and Direction Performance (long vs short)
Playbook Performance
A breakdown of P&L and win rate per playbook you've tagged trades with. See which strategies actually pay off.
Recent Trades
The 10 most recent trades — symbol, direction, status, and P&L at a glance. The “View All” button takes you to the full Journal where you can drill into individual trades.
Prop widgets (Overview / Health / Spend)
Three widgets for prop traders, hidden by default. Show your active account standings, drawdown buffers, and eval spend over time. Enable them via Customize if you trade on a prop firm.
Weekly and Monthly Reviews
Structured review prompts that surface in their own time windows:
- Weekly Review opens Friday through Sunday (UTC)
- Monthly Review opens in the last 3 days of each month
Outside those windows, the widget shows a small “opens on...” hint instead of the full review form.
Export your data
Download your trade history any time.
The Export button in the top-right of the Dashboard lets you download your full trade history. Useful for backups, taxes, or external analysis.
- JSON: every field of every trade, including workflow step responses, playbook and tags
- CSV: one row per trade, oldest first: open and close time, symbol, direction, status, entry, exit, stop loss, position size, P&L (net of fees), fees, playbook, tags and notes