Reports

The Reports page provides comprehensive performance analytics with flexible grouping options. Analyze your trading patterns by time of day, day of week, month, trade duration, or instrument to identify when and how you trade best.

Overview

Reports combine your overall performance metrics with grouped analysis to reveal patterns in your trading. The page includes:

• Key performance metrics summary
• Customizable date range filters
• Multiple grouping options with visual breakdowns
• Performance charts (Equity Curve and Daily P&L)
• Tag-based performance analysis
• Win/Loss and Risk/Reward breakdowns

Key Metrics

At the top of the Reports page, six key metrics provide a quick overview:

These metrics update based on your selected trading accounts and date filters.

Filtering Reports

Date Range

Filter all reports by a custom date range:

1. Click the Start Date field and select your beginning date
2. Click the End Date field and select your ending date
3. Reports automatically update to show data within this range
4. Click Clear All Filters to reset to all-time data

Date filters apply globally across all report sections.

Trading Account

Reports respect your selected trading accounts from the account selector in the header. Select one or multiple accounts to aggregate or compare performance.

Grouping Options

Group your performance data to reveal patterns. Select a grouping option from the Group By section:

Hour of Day

Analyze performance by the time you entered trades.

• Click Hour of Day to enable
• Select bucket size: 5min, 10min, 15min, 30min, or 1h
• View trade distribution and P&L by time slot

Use this to identify your most and least profitable trading hours.

Day of Week

See which days produce your best results.

• Click Day of Week to enable
• Shows Monday through Sunday breakdown
• Displays trade count and net P&L per day

Useful for identifying if you trade better on certain days or should avoid specific days.

Month

Track performance trends over time.

• Click Month to enable
• Shows monthly performance breakdown
• Displays trade count and net P&L per month

Useful for identifying seasonal patterns or tracking improvement over time.

Trade Duration

Analyze performance by how long you held positions.

• Click Trade Duration to enable
• Select bucket size: 1min, 5min, 15min, 30min, 1h, 2h, 4h, 12h, or 1d
• Groups trades by holding time

Reveals whether quick scalps or longer holds work better for your style.

Instrument

Compare performance across different symbols.

• Click Instrument to enable
• Shows each traded instrument separately
• Displays trade count and net P&L per symbol

Identify which instruments you trade most profitably.

Grouped Reports Display

When a grouping is selected, the Grouped Reports table displays:

Trade Distribution Chart

Visual bar chart showing:

• Number of trades in each group
• Relative comparison between groups
• Blue bars with trade count labels

Performance Chart

Visual representation of profitability:

• Green bars for profitable groups
• Red bars for unprofitable groups
• P&L values displayed

Summary Table

Detailed breakdown with columns:

Use this table to identify which groups are profitable and which need attention.

Performance Charts

Below the grouped reports, two interactive charts visualize your performance over time:

Equity Curve

Line chart showing cumulative P&L progression:

• X-axis shows date/time
• Y-axis shows cumulative P&L
• Green line indicates upward equity
• Shows overall account growth trajectory

Daily P&L

Bar chart showing daily profit/loss:

• Green bars for profitable days
• Red bars for losing days
• Helps identify consistency patterns

Toggle between charts using the button in the top-right corner of the chart.

Performance by Tag

Filter and analyze trades by custom tags:

1. Select a tag from the Filter by tag dropdown
2. Available tags are automatically populated from your tagged trades
3. View filtered metrics:
   • Total P&L for tagged trades
   • Win Rate for tagged trades
   • Total Trades count
4. Click Clear Filter to return to all trades

Use tags to categorize trades by setup type, market condition, or any custom criteria you define.

Win/Loss Breakdown

Visual analysis of your win/loss distribution:

• Winning Trades: Count and percentage shown with green progress bar
• Losing Trades: Count and percentage shown with red progress bar

Quickly see your overall trade success distribution.

Risk/Reward Analysis

Compare your average winning and losing trade sizes:

• Average Win: Mean profit on winners
• Average Loss: Mean loss on losers
• Risk/Reward Ratio: Calculated as Average Win / Average Loss

A ratio above 1:1 means your average winner is larger than your average loser. Combined with win rate, this determines overall profitability.

Using Reports Effectively

Finding Optimal Trading Times

1. Group by Hour of Day
2. Identify hours with highest Net Profits
3. Check Win Rate for those hours
4. Focus trading during profitable windows
5. Avoid or reduce size during unprofitable hours

Identifying Best Instruments

1. Group by Instrument
2. Sort by Net Profits
3. Review Win Rate for top instruments
4. Consider specializing in your best performers

Optimizing Trade Duration

1. Group by Trade Duration
2. Compare P&L across holding times
3. Adjust your exit timing based on findings
4. Match your style to profitable durations

Weekly Performance Review

1. Set date range to past week
2. Review each grouping option
3. Note patterns and anomalies
4. Compare to previous weeks
5. Document findings for strategy refinement

Best Practices

Sufficient Sample Size

Wait for at least 30 trades in a group before drawing conclusions. Small samples can be misleading.

Consistent Tracking

Ensure all trades are properly logged with accurate entry times and durations. Missing data skews reports.

Regular Review

Schedule weekly or monthly report reviews. Consistent analysis drives continuous improvement.

Act on Insights

Use report findings to adjust your trading:

Combine with Strategy Analytics

Cross-reference Reports data with individual strategy performance to understand whether patterns are market-wide or strategy-specific.