Dashboard
The Dashboard is your home screen, a real-time and in-depth snapshot of your trading performance. It combines key performance indicators (KPIs), recent activity, interactive charts, and a contextual next-steps guide in a single view.
KPI Cards
The top row displays three primary KPIs:
KPI |
Description |
|---|---|
Total P&L |
Your cumulative net profit or loss across all trades, displayed in the selected reporting currency. |
Win Rate |
The percentage of trades that were profitable, along with the total trade count. |
Total Trades |
The total amount of trades in the selected account. |
Below the top row, three more metrics are shown:
Metric |
Description |
|---|---|
Avg R/R (Risk-Reward Ratio) |
The average ratio of reward to risk across your trades. Requires Stop Loss to be set on trades. |
Sharpe Ratio |
A risk-adjusted return measure. |
Max Drawdown |
The largest peak-to-trough decline in your equity curve, shown as both a percentage and an absolute value in your reporting currency. |
Next Steps Guide
The right-hand panel shows a contextual Next Steps guide that analyses your data and suggests actions to improve your journal. Each item is categorised by severity:
Severity |
Meaning |
|---|---|
Blocking (red) |
Critical issues that may cause incorrect calculations. |
Recommended (amber) |
Important actions to get the most out of your journal. |
Tip (blue) |
Optional suggestions for power users. |
The header shows a live summary such as “0 blocking · 1 recommended · 0 tips”. When all items are resolved, the summary displays Ready.
Possible guidance items
The following items can appear depending on the state of your data:
Item |
Severity |
When it appears |
|---|---|---|
Add your first trade |
Recommended |
No trades exist in the database yet. |
Fix missing exchange rates |
Recommended |
Trades exist in currencies that cannot be converted to the reporting currency because exchange rate pairs are missing. Shows the number of affected trades. |
Define strategies and confluences |
Recommended |
No custom strategies or confluences have been created. |
Add exit reasons to closed trades |
Recommended |
Closed trades are found that have no exit reason assigned. Shows the number of trades missing an exit reason. |
Complete key trade fields |
Recommended |
Trades are missing essential fields such as Instrument, Direction, or Currency. Shows the count of incomplete trades. |
Try execution-level journaling |
Tip |
You have trades but no individual executions (fills) recorded. |
Review lot sizes / contract sizes |
Tip |
Instruments that look like leveraged products (FX pairs, CFDs, indices) still have the default contract size of 1. Shows the number of instruments to configure. |
Back up your database |
Tip |
A backup reminder is enabled and the last backup is overdue or has never been performed. |
Each item includes an action button (e.g. Open Strategies ›) that navigates directly to the relevant view. Items are sorted by severity first, then by the number of affected records, so the most impactful actions always appear at the top.
The panel’s visibility can be toggled with the Toggle Guide button in the top bar, and the setting is remembered between sessions.
Recent Trades
The Recent Trades card lists your most recent trades with:
Instrument and direction (Long/Short badge).
Date and time of the trade.
Net P&L with a small sparkline showing the trade result.
Click View All to jump to the full Trades view.
Win Rate by Day
A bar chart showing your win rate broken down by day of the week. Toggle the time range with the 7D, 30D, 90D, and All buttons.
This helps you identify if you perform better or worse on specific days (e.g. avoiding Mondays or Fridays around news events).
Cumulative P&L
A line chart of your cumulative profit and loss over time. Toggle the range with 7D, 30D, YTD, and All buttons.
The green areas represent profit zones and the red areas represent loss zones. This is your equity curve - the single most important chart for understanding your overall trajectory.
Dashboard Filters
All Dashboard data respects the global filters in the top bar:
Account filter (Live Only / Demo Only / All)
Account selector (specific account or All Accounts)
Reporting Currency - All monetary values are converted to this currency using exchange rates stored in the Rates view.
Changing any of these filters immediately refreshes all KPIs and charts on the Dashboard.
Tip
If you see unexpected P&L values, check your exchange rates. Missing rates can cause trades to be excluded from calculations or reported in the wrong currency. The guidance panel will warn you about missing rates.