Calendar
The Calendar view provides a monthly visualization of your trading performance. See your daily P&L at a glance, track winning and losing days, and identify patterns in your trading activity over time.
Calendar Overview
The calendar displays a traditional monthly grid with each day showing:
- Daily profit or loss amount
- Number of trades executed
- Color coding for profitable vs losing days
Navigate between months using the arrow buttons in the header. The current day is highlighted with a green border for easy reference.
Daily Statistics
Each day cell shows your trading results:
P&L Display
The daily P&L appears prominently in each cell with color-coded backgrounds:
- Green background - Profitable day (positive P&L)
- Red background - Losing day (negative P&L)
The amount shows in the account's currency with proper formatting (e.g., $150.00 or -$75.50).
Trade Count
Below the P&L, you'll see the number of trades executed that day. Click on the trade count to navigate directly to the Dashboard filtered for that specific date. This lets you review all trades from a particular day.
Monthly Summary
The header area displays a comprehensive summary card with monthly statistics:
| Metric | Description |
|---|---|
| Monthly P&L | Total profit or loss for the month |
| Trades | Total number of trades executed |
| Days Traded | Number of days with at least one trade |
| Winning Days | Count of profitable trading days |
| Losing Days | Count of unprofitable trading days |
| Win Streak | Longest consecutive winning day streak |
| Trade Win Rate | Percentage of winning trades for the month |
These metrics update automatically as you navigate between months.
Weekly Summary Column
A dedicated column on the right side of the calendar shows weekly totals:
- Weekly P&L - Sum of daily P&L for each week
- Weekly Trade Count - Total trades for the week
Click on the weekly trade count to navigate to the Dashboard filtered for that week's date range. This helps you analyze performance on a weekly basis.
Navigation
Month Navigation
Use the navigation buttons in the calendar header:
- Left arrow - Previous month
- Right arrow - Next month
The calendar automatically fetches data for the selected month and year.
Quick Access to Trades
Both daily and weekly trade counts are clickable:
- Daily - Opens Dashboard filtered to that specific day
- Weekly - Opens Dashboard filtered to that week's date range
This navigation makes it easy to drill down from the calendar view into detailed trade analysis.
Visual Indicators
Current Day
Today's date is highlighted with a distinct border (green in dark mode, matching the app's accent color). This helps you quickly identify the current date on the calendar.
Non-Current Month Days
Days from the previous and next months appear faded to distinguish them from the current month. These days still show trade data if any exists, allowing you to see activity at month boundaries.
Empty Days
Days with no trading activity remain empty, showing only the date number. No P&L or trade count appears for days without closed trades.
Account Filtering
The calendar respects your selected trading account(s). If you have multiple accounts:
- Select specific accounts from the account selector in the navigation
- Calendar data automatically updates to show only trades from selected accounts
- Monthly summary recalculates based on the filtered data
How Trades Are Counted
The calendar uses the trade's exit date (close date) for placement:
- Closed trades appear on the day they were exited
- Open trades don't appear on the calendar until closed
- P&L includes commissions and fees
This means you see realized results for each day, not positions opened but still held.
Use Cases
Pattern Recognition
Use the calendar to identify patterns in your trading:
- Day of week patterns - Are certain days more profitable?
- Consecutive losses - Visualize losing streaks to improve risk management
- Winning streaks - Identify what conditions lead to sustained success
- Trading frequency - See how often you're actually trading
Monthly Review
At month end, use the calendar for a quick visual review:
- Check the monthly summary metrics
- Scan for any outlier days (large wins or losses)
- Click through to review specific days that need attention
- Compare winning days vs losing days count
Discipline Tracking
The calendar helps track trading discipline:
- See if you're overtrading (too many trades per day)
- Identify days you traded when you shouldn't have
- Track consistency in your trading schedule
Data Refresh
Calendar data uses SWR (stale-while-revalidate) caching:
- Data loads quickly from cache on initial view
- Fresh data fetches in the background
- Automatic updates when new trades are logged
If you just logged trades and don't see them, the calendar will update within a few seconds as it revalidates data.
Best Practices
Regular Calendar Reviews
Check your calendar weekly to:
- Monitor running monthly performance
- Catch patterns early (consecutive losses, overtrading)
- Plan for the upcoming week
Use With Other Features
Combine calendar insights with:
- Performance Analytics - For deeper metric analysis
- Strategy tracking - Filter dashboard by strategy after drilling down
- Trade notes - Review what happened on significant days
Track Non-Trading Days
While the calendar doesn't explicitly mark days you chose not to trade, the empty cells tell a story. Consider:
- Are you trading enough to generate statistical significance?
- Are you taking planned breaks?
- Does your schedule match your strategy's expected frequency?