Dashboard
Your trading command center. Track performance metrics, view analytics, and monitor your progress at a glance.
Analytics Overview
The Dashboard displays your key trading metrics in real-time.
| Metric | Description | Calculation |
|---|---|---|
| Total Trades | Number of trades logged | Count of all trades |
| Win Rate | Percentage of profitable trades | (Winning trades / Closed trades) × 100 |
| Total P&L | Cumulative profit/loss | Sum of all closed trade P&L |
| Avg P&L | Average profit/loss per trade | Total P&L / Number of closed trades |
Charts & Visualizations
Visual representations of your trading performance.
Trade Status Chart
Bar chart showing the breakdown of your trades by status:
- Open - Active positions
- Closed - Completed trades
Best & Worst Trades
Quickly identify your performance extremes:
- Best Trade - Highest P&L
- Worst Trade - Lowest P&L
Recent Trades
Quick view of your latest trading activity.
The Recent Trades section shows your last 5 trades with key information:
- Symbol and direction (Long/Short)
- Trade status (Open/Closed)
- P&L for closed trades
- Click any trade to view full details
For a complete trade history with filtering, use the Journal page.
Exporting Your Data
Download your trading data for backup or external analysis.
Export Options
Click the Export button in the Dashboard header to download your data.
| Format | Best For | What's Included |
|---|---|---|
| JSON | Full data backup, developers | Complete trade data with all fields, step responses, and metadata |
| CSV | Spreadsheet analysis, Excel/Sheets | Key metrics: symbol, direction, entry/exit, P&L, dates |
Pro Tip
Quick Actions
The Dashboard header provides quick access to common actions.
- Export - Download your data as JSON or CSV
- Edge Builder - Go directly to create/edit workflows
- New Trade - Jump to Trade Logger to log a trade
Using the Dashboard Effectively
Daily Check-In
Start each trading day by reviewing your Dashboard. Check your win rate and recent performance to stay on track.
Weekly Review
Each week, export your data and review patterns. Look at your best and worst trades to identify what works.
Stay Consistent
Build good habits by logging trades regularly. Consistency helps you identify patterns and improve your trading over time.
Monthly Backup
Export your complete data monthly. Keep records for tax purposes and long-term performance tracking.