Trading Dashboard

The Trading Dashboard displays a consolidation of trading statistics to provide insights into your trading performance. The dashboard can be configured to display specific date ranges, asset types, and you can filter by specific securities.

Accessing the Dashboard

Trading Dashboard

Dashboard Overview

The dashboard contains aggregated statistics covering the trades executed during the date range selected. The figures are detailed below:

Item
Description

Total Net P&L

Total Net Profit and Loss for the selected period and selected aggregation level (calculated including commission and financing)

Risk/Reward Ratio

Average proportion of expected risk, which is expected loss defined by Stop Loss price, and reward which is expected profit defined by Take Profit price

% Return

Total return on investment, expressed by percentage, during the filtered trading period.

Win Rate

Winning trades as a percent of all trades executed

Max Drawdown

Maximum percentage of equity decline caused by losses

Instruments Traded

Displays all instruments traded, along with total number of trades executed for each instrument as a percentage of all instruments traded.

Avg Daily Net P&L

Average daily Net Profit and Loss for the selected period and selected aggregation level (calculated including commission and financing)

Avg Winning Trade Holding Time

Average time spent holding winning trades

Avg Losing Trade Holding Time

Average time spent holding losing trades

Avg Winning Trade Net P&L

Average Net Profit and Loss across all winning trades

Avg Losing Trade Net P&L

Average Net Profit and Loss across all losing trades

Per Day Traded Net P&L

Average daily Net Profit and Loss for the selected period and selected aggregation level, grouped by weekdays

Filtering by Time Range

The dashboard aggregates statistics based on the time range set. To filter by time range, click the dates at the top of the screen. You can select by date or one of the preset options.

Filter Time Range

Upon adjusting the time range, the dashboard metrics will update immediately.

Filter by Asset Type

To filter the dashboard by asset type, select the Asset Type dropdown on the top of the trading dashboard.

Filter by Asset Type

Filter by Instrument

The trading dashboard can be filtered by specific instruments to assess trading performance at an individual instrument level. To filter by instrument, enter the instrument in the search bar at the top of the dashboard.

Filter by Instrument