Analytics & Reporting
Understand your trading performance with comprehensive analytics. Track key metrics, identify patterns, and make data-driven decisions to improve your results.
Data-Driven Trading
The best traders review their performance regularly. Use analytics to identify what's working and eliminate what isn't.
Analytics Dashboard
The Analytics Dashboard provides a comprehensive view of your trading performance. Access it from the main navigation or press Cmd/Ctrl + A.
Analytics dashboard overview showing equity curve, key metrics, and performance charts
Dashboard Sections
| Section | Contents |
|---|---|
| Overview | Key metrics at a glance |
| Equity Curve | Account growth over time |
| Trade Analysis | Win rate, profit factor, expectancy |
| Performance by Symbol | Results broken down by instrument |
| Time Analysis | Performance by day, hour, session |
| Risk Metrics | Drawdown, risk-adjusted returns |
Key Performance Metrics
Profitability Metrics
| Metric | Formula | What It Means |
|---|---|---|
| Net Profit | Total Gains - Total Losses | Overall profitability |
| Win Rate | Winning Trades ÷ Total Trades × 100 | Percentage of trades that profit |
| Profit Factor | Gross Profit ÷ Gross Loss | >1 means profitable system |
| Expectancy | Avg Win × Win% - Avg Loss × Loss% | Expected value per trade |
| Average Win | Total Profit ÷ Winning Trades | Average profit per winner |
| Average Loss | Total Loss ÷ Losing Trades | Average loss per loser |
Understanding Profit Factor
| Profit Factor | Interpretation |
|---|---|
| <1.0 | Losing system (losses exceed profits) |
| 1.0 - 1.5 | Marginal (barely profitable) |
| 1.5 - 2.0 | Good (consistent profitability) |
| 2.0 - 3.0 | Excellent (strong edge) |
| >3.0 | Exceptional (rare, verify data) |
Risk Metrics
| Metric | Description | Target |
|---|---|---|
| Maximum Drawdown | Largest peak-to-trough decline | <20% |
| Average Drawdown | Mean of all drawdown periods | <10% |
| Recovery Factor | Net Profit ÷ Max Drawdown | >2.0 |
| Sharpe Ratio | Risk-adjusted return | >1.0 |
| Sortino Ratio | Return vs downside risk | >1.5 |
Equity Curve Analysis
The equity curve shows your account growth over time. A healthy curve trends upward with manageable drawdowns.
Interactive equity curve chart with drawdown shading and benchmark comparison
Reading the Equity Curve
- Steady Upward Slope: Consistent profitability
- Sharp Spikes: Large wins (review if sustainable)
- Deep Drops: Significant drawdowns (analyse causes)
- Flat Periods: No clear edge (strategy not working)
Equity Curve Overlays
Add overlays to gain deeper insights:
- Balance vs Equity: See unrealised P&L impact
- Drawdown Shading: Visualise drawdown periods
- Moving Average: Smooth out short-term noise
- Benchmark: Compare to market indices
Trade Analysis
Trade Distribution
View how your trade results are distributed:
- P&L Histogram: Distribution of trade outcomes
- Win/Loss Ratio: Visual comparison of wins to losses
- Consecutive Wins/Losses: Streaks analysis
Trade Duration
| Metric | Description |
|---|---|
| Average Hold Time | Mean duration of all trades |
| Winners Hold Time | Average duration of winning trades |
| Losers Hold Time | Average duration of losing trades |
| Longest Trade | Maximum trade duration |
Insight
If your losing trades have longer hold times than winners, you may be holding losers too long and cutting winners too short.
Performance by Symbol
Analyse which instruments you trade most profitably.
Symbol Breakdown
| View | Shows |
|---|---|
| Profit by Symbol | Net profit for each instrument |
| Trade Count | Number of trades per instrument |
| Win Rate by Symbol | Success rate per instrument |
| Average P&L | Mean profit per trade by symbol |
Actionable Insights
- Focus on Winners: Trade more of what's working
- Review Losers: Reduce or eliminate unprofitable instruments
- Correlation Check: Ensure you're not over-exposed to correlated pairs
Time-Based Analysis
Performance by Day
See which days of the week are most profitable:
- Best Day: Highest average profit
- Worst Day: Lowest average profit
- Most Active: Day with most trades
Performance by Session
| Session | Hours (UTC) | Characteristics |
|---|---|---|
| Asian | 00:00 - 08:00 | Lower volatility, range-bound |
| London | 08:00 - 16:00 | High volatility, trends |
| New York | 13:00 - 21:00 | High volatility, news events |
| Overlap | 13:00 - 16:00 | Peak liquidity and movement |
Hourly Performance
The hourly heatmap shows performance by hour of day:
- Green cells indicate profitable hours
- Red cells indicate losing hours
- Intensity shows magnitude of profit/loss
Reports
Available Reports
| Report | Contents | Frequency |
|---|---|---|
| Daily Summary | Today's trades and P&L | Daily |
| Weekly Report | Week performance overview | Weekly |
| Monthly Statement | Comprehensive monthly analysis | Monthly |
| Trade Journal | All trades with details | On demand |
| Tax Report | Year-end tax summary | Annually |
Generating Reports
- Go to Analytics → Reports
- Select report type
- Choose date range
- Select format (PDF, CSV, Excel)
- Click Generate Report
Scheduled Reports
Set up automatic report delivery:
- Go to Analytics → Reports → Schedule
- Select report type and frequency
- Enter email address(es)
- Choose delivery time
- Save schedule
Trade Journal
The trade journal helps you document and learn from each trade.
Journal Features
- Auto-Capture: Trade details recorded automatically
- Notes: Add your reasoning and observations
- Tags: Categorise trades (e.g., "breakout", "reversal")
- Screenshots: Attach chart images
- Emotions: Track emotional state during trade
- Rating: Rate trade execution quality
Using the Journal Effectively
- Review every trade within 24 hours
- Note what you did well and what to improve
- Tag trades for pattern analysis
- Weekly review of journal entries
- Identify recurring mistakes
Best Practice
Traders who keep detailed journals improve faster than those who don't. Spend 10 minutes daily reviewing your trades.
Export Data
Export your trading data for external analysis or record-keeping.
Export Formats
- CSV: For spreadsheet analysis
- Excel: Formatted workbook with charts
- JSON: For programmatic analysis
- PDF: For archiving and sharing
What You Can Export
- Complete trade history
- Account statements
- Performance metrics
- Journal entries
- Custom date ranges
Next Steps
- Risk Management - Protect your capital
- Trading Psychology - Emotional discipline
- Reading Charts - Technical analysis
- Trading Interface - Order execution
Risk Disclosure
Past performance shown in analytics does not guarantee future results. Trading involves substantial risk of loss. Use analytics as a learning tool, not a predictor of future success.