Analytics Overview
The Analytics section is where raw trading data becomes actionable insight. After completing trading sessions on the dashboard, navigate to Analytics to review your performance, spot patterns, and identify areas for improvement.
Accessing analytics
Click Analytics in the sidebar to open the analytics dashboard. Your data is organized across three primary tabs:
- Overview — High-level metrics, equity curve, and calendar heatmap
- Trade History — A detailed log of every trade with timestamps, prices, P&L, and duration
- Journal — Session notes, tags, and ratings for qualitative review
All analytics data updates automatically after each trading session. There is nothing to configure — every trade you make on the dashboard is captured and available for review.
Overview tab
The Overview tab gives you a snapshot of your overall performance. This is the first screen you see when opening Analytics.
Key metrics
At the top of the Overview tab, the eight most important tiles are always on screen:
| Metric | Description |
|---|---|
| Total P&L | The sum of all realized profits and losses across all sessions |
| Win Rate | Percentage of trades that were profitable |
| Profit Factor | Gross profit divided by gross loss. Above 1.0 means overall profitability. Above 2.0 is strong. |
| Total Trades | Number of completed (closed) trades |
| Avg Win | The mean profit on winning trades |
| Avg Loss | The mean loss on losing trades |
| Avg R:R | Your average win divided by your average loss |
| Max Drawdown | The largest peak-to-trough drop in your cumulative realized P&L |
All metrics below them expands the rest:
| Metric | Description |
|---|---|
| Sharpe (per trade) | Your average trade divided by the standard deviation of your trades. Higher means steadier returns. This is a per-trade figure, not annualised — do not compare it directly against an annualised Sharpe quoted for a fund. |
| Sortino (per trade) | The same idea, but only losing trades count towards the risk. Also per-trade, not annualised. |
| Largest Win | The single most profitable trade |
| Largest Loss | The single biggest losing trade |
| Expectancy | What you can expect to make or lose on an average trade |
| Net P&L / Trade | Total P&L divided by the number of trades |
| Avg Duration | How long you hold positions on average |
| Recovery Factor | Total P&L divided by max drawdown. Above 1.0 means you made back more than your worst drawdown. |
| Drawdown Duration | How long your deepest drawdown lasted, from the old peak down to the trough |
| Time to Recovery | How long it took to climb from that trough back to the old peak. Reads Not recovered if you never got back there. |
| Streaks | Your longest winning and losing streaks (max consecutive wins and losses) |
Plan adherence
Under the metrics you will find the Plan adherence panel. It splits your reviewed trades into two buckets — the ones that followed your plan and the ones that broke your rules — and compares win rate, total P&L and P&L per trade between them. For most traders the “broke my rules” bucket is where the entire drawdown lives.
Grade a trade from the Trade History tab: click any row, then use the Review panel in the trade preview. You can record
- whether the trade followed your plan,
- how you felt (calm, FOMO, revenge, fear, greed, bored),
- what went wrong, from a preset list or in your own words,
- a note, which is saved to your journal and linked to that trade.
The panel also breaks your results down by feeling and by mistake, so you can see which state of mind and which specific error is costing you most.
Equity curve
Below the summary metrics, the equity curve shows your account balance plotted over time. This is the single most important visual in your analytics — it tells the story of your trading in one chart.
See Equity Curve for a detailed guide on reading and interpreting your equity curve.
Calendar heatmap
The calendar heatmap displays your daily P&L as colored tiles on a calendar grid. Green tiles represent profitable days, red tiles represent losing days, and each tile shows the instrument traded and the day’s P&L.
See Calendar Heatmap for details.
Time-of-day analysis
The time analysis section breaks down your performance by hour of the day and day of the week, helping you identify when you trade best and when you should avoid trading.
See Time Analysis for details.
Trade history tab
The Trade History tab provides a complete log of every trade you have made. This is your audit trail — every entry, exit, P&L, and timestamp is recorded here.
Trade table columns
| Column | Description |
|---|---|
| Instrument | The symbol traded (for example NQ, ES, MNQ, EURUSD) |
| Side | Long or Short |
| Qty | Number of contracts |
| Duration | How long the position was held (from entry to exit) |
| Entry | The fill price for the entry |
| Exit | The fill price for the exit |
| SL / TP | The stop-loss and take-profit prices attached to the trade, or a dash if it had none |
| P&L | Realized profit or loss for the trade in dollars |
| Result | WIN, LOSS or BE (break-even) |
| Plan | Whether the trade followed your plan, broke your rules, or has not been reviewed yet |
| Opened | When the position was opened, in the timezone you set in Settings |
| Closed | When the position was closed, in the timezone you set in Settings |
Sorting and filtering
You can sort the trade history table by most columns. Click a column header to sort ascending, click again for descending. Opened, Closed, Side, Entry, Exit and P&L rank every trade that matches your filters; Duration, Qty and Instrument order only the page you are on, and each header’s tooltip says which it does. This helps you quickly find:
- Your biggest winners and losers (sort by P&L)
- Your longest and shortest trades (sort by Duration — this one orders the page you are on, not the whole result set)
- Trades on a specific date or instrument (filter by Date/Instrument; sorting by Instrument orders the page you are on)
Trade preview
Click any trade in the table to open the Trade Preview — a candlestick chart of the market around your trade with the entry, exit, stop loss, and take profit levels marked (Pro; Free accounts see the chart blurred behind an upgrade card, with the details panel below fully readable). You can switch the chart timeframe (Pro) or leave it on Auto, which picks a timeframe based on the trade’s duration. Only timeframes at or above the instrument’s stored data resolution are offered — the same rule as in replay.
Alongside the chart, the details panel shows:
| Metric | Description |
|---|---|
| Points | Points captured by the trade, with the equivalent tick count |
| MAE | Maximum Adverse Excursion — the furthest the market moved against you while the position was open |
| MFE | Maximum Favorable Excursion — the furthest the market moved in your favor while the position was open |
| Realized R | The trade’s result as a multiple of the risk you took (entry to stop loss). −1R means you lost exactly what you risked; +2R means you made twice your risk |
| Commission / Net P&L | Fees paid on the trade and P&L after fees (shown when fees apply) |
Comparing MFE to your realized result shows how much of the available move you captured — consistently large MFE with small realized P&L points to exits as the area to improve.
Resume Session, on any trade in the preview, puts you back into that trade’s session so you can carry on from where the replay stands. It does not rewind: replay only moves forward, so it reopens the session at its current playhead rather than at the moment of entry. It is offered for sessions that are still live or paused — a completed or ended session cannot be resumed, Challenge Mode evaluations are final, and algo runs aren’t interactive.
Exporting data
Trade history can be exported as a CSV file for analysis in external tools like Excel, Google Sheets, or Python. Click the export button at the top of the Trade History tab to download the full dataset.
Journal tab
The Journal tab is a qualitative complement to the quantitative data in Overview and Trade History. Here, you can add notes, tags, and ratings to each trading session.
See Trade Journal for a complete guide on using the journal effectively.
How to use analytics for improvement
Analytics is not just for record-keeping — it is a training tool. Here is a structured approach to using it:
Weekly review process
Set aside time once a week (15-30 minutes) to review your analytics. Go through these steps:
-
Check the equity curve — Is it trending up, down, or sideways? Are there sharp drawdowns? Look at the overall shape, not individual trades.
-
Review the calendar heatmap — Were there specific days that were unusually good or bad? Do certain days of the week consistently underperform?
-
Examine the time analysis — Are you trading profitably during certain hours and losing during others? Are you overtrading during low-quality times?
-
Sort trade history by P&L — Look at your biggest losses. Were they the result of a broken rule, an oversized position, or a legitimate setup that didn’t work? Look at your biggest wins for the same analysis.
-
Read your journal entries — What did you write about your emotional state, your preparation, and your execution? Are there patterns in what you noted on good days vs. bad days?
Metrics that matter most
While every metric has value, focus on these for long-term improvement:
- Profit factor — The ratio of gross profit to gross loss. Target 1.5 or higher. Below 1.0 means you are losing money overall.
- Average win vs. average loss — Your average win should be larger than your average loss, or your win rate must be high enough to compensate. Aim for at least a 1:1 ratio with a win rate above 55%, or a 2:1 ratio with a win rate above 35%.
- Max drawdown — The largest peak-to-trough decline in your equity curve. This shows your worst-case scenario and is critical in Challenge Mode.
- Largest loss — The single worst losing trade. This is a different number from max drawdown: one bad trade is not the same as a run of them, and challenge drawdown rules measure the run.
- Drawdown duration and time to recovery — how long the worst stretch lasted and how long it took to get out of it. A shallow drawdown you sat in for three months can do more damage to your discipline than a deeper one you recovered from in a day.
- Consecutive losses — A long losing streak can destroy confidence and trigger revenge trading. If your max consecutive losses is above 5-6, examine whether those losses clustered around a specific time or market condition.
Adjusting your trading based on data
Analytics should drive concrete changes to your trading plan:
| Finding | Possible Action |
|---|---|
| Losing money in the first 30 minutes of the session | Wait until 10:00 AM ET to start trading |
| Win rate drops significantly on Fridays | Reduce position size or avoid trading on Fridays |
| Average loss is 3x larger than average win | Tighten stop losses or use bracket orders with fixed risk |
| Best performance on trending days, worst on range days | Focus on identifying trending conditions before trading |
| Longest drawdowns happen after big winning days | Set a daily profit target and stop when you hit it |
Free vs. Pro analytics
| Feature | Free | Pro |
|---|---|---|
| Summary metrics (all of them) | Yes | Yes |
| Equity curve | Yes | Yes |
| Calendar heatmap | Yes | Yes |
| Time-of-day analysis | Yes | Yes |
| Trade journal | Yes | Yes |
| CSV export | Yes | Yes |
| Trade preview chart (candles + timeframe switching) | — | Yes |
| Session history retention | Unlimited | Unlimited |
| Resume Session from a trade | Yes | Yes |
| PDF session report | — | Yes |
| Ad-free | — | Yes |