Understand your reports

Open Reports once you have a few trades. Every report uses the dates and accounts picked at the top, so all the numbers you see agree.

The reports

• Performance: your result over time and the main numbers, in money or R.
• Overview: the whole period at a glance, month by month.
• Breakdowns: Day & time, Symbols, Risk, Strategies, Tags, and Wins vs losses. Each groups your trades one way so you can see where results come from.
• Chart concepts: results grouped by what you drew on your screenshots, like the number of touches on a level. This is the report no broker file can give you.
• Compare: put two groups of trades side by side.

What a number means

Every number has an (i) button that explains how it is worked out.

Give it enough trades

Small samples swing a lot. A number built on very few trades is marked Small sample: treat it as a hint, not a rule.

Money or R

Many reports can show results in money or in R (results as multiples of your risk). R needs a stop on the trade.