Win rate, profit factor, expectancy, a daily P&L calendar, and an equity curve — computed from your imported trades, not your memory of them. Deep Analysis takes the same data further: performance by day, by setup, by behavior.
KPIs that matter
Win rate, profit factor, expectancy, and average win/loss — the numbers that describe an edge, tracked over time.
Calendar and curve
A daily P&L calendar and equity growth curve show the shape of your months, not just the totals.
Customizable dashboard
Arrange the tiles around how you review — multiple tabs, layouts per screen, your workflow.
From imported trades to answers
- 01
Start from a layout
Your dashboard opens on one of three ready-made arrangements — Balanced Layout, Performance Focus, or Compact Overview. Pick the one that matches how you review.
- 02
Keep the tiles you use
Thirteen widgets are available, from the KPI gauges to the performance calendar and equity curve. Show the ones you want, hide the rest, and save the arrangement.
- 03
Go deeper when a number surprises you
Deep Analysis takes the same trades further: seven panels that break your results down by symbol, holding time, sector, behaviour, and playbook adherence.
Ready-made, then yours
Three layouts to start from, thirteen tiles to choose
The dashboard ships with three curated layouts rather than a blank grid, so a new account has a sensible view on day one. Switch between them in Edit Layout, then adjust: every widget can be shown or hidden, and your arrangement is saved to your account.
- Balanced Layout, Performance Focus, and Compact Overview
- Thirteen widgets including Total P&L, Win Rate, Profit Factor, Expectancy, Equity Curve, Trade Health and the Performance Calendar
- Reset back to a preset whenever you want a clean slate
Your tiles
Thirteen widgets, shown or hidden
The widget tray lists everything the dashboard can render. Toggle a tile off and the grid re-flows around it, so the view stays dense whether you track six numbers or all thirteen.
Deep Analysis
Seven ways to interrogate the same trades
Deep Analysis is the long-form view. Step through Overview, Symbols, Holding Time, Sectors & DTE, Behavior & Playbooks, Psychology, and a Sage audit — each one re-cutting your executions along a different axis.
- Seven panels over the same imported trades
- Date, account and symbol filters carry into the analysis panels
- Risk metrics alongside: Sharpe, Sortino, profit factor, max drawdown
Plan availability
Dashboard on every plan · Deep Analysis on Pro and Ultimate
The dashboard, its widgets and layouts are available to everyone. Deep Analysis is a paid feature. The free plan holds up to 100 trades.
Compare plansCommon questions
Your dashboard KPIs, calendar and equity curve are computed from the trades in your account — imported from a connected broker or a statement file — rather than from anything you type in or remember.