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How to Review Your Trades on the FTJ Dashboard

The FTJ Dashboard is the main review view in Forgalis TradingJournal. After you have added trades manually or imported trade history, the Dashboard summarizes the trades saved in your local journal.


This tutorial shows how to review saved trade data, use the Dashboard filters, read the main KPI cards, open recent trades, and understand the available charts and breakdowns.


This is a product walkthrough, not trading advice.


Watch the video

Watch the walkthrough: reviewing saved trades on the FTJ Dashboard.


What this tutorial covers

In this tutorial, you will learn how to:

  • Review the Dashboard after trades have been added or imported
  • Use account mode, account selection and reporting currency
  • Read the main KPI cards
  • Open recent trades from the Dashboard
  • Review charts and grouped Dashboard sections
  • Understand why some values may be blank, unavailable or data-dependent

Step-by-step guide

1. Open the Dashboard

Open FTJ and go to the Dashboard.

The Dashboard summarizes the trades that match the current selection. It is not a signal tool and it does not tell you what to trade. It is a review view for the trade data already saved in your journal.


2. Choose the account scope

At the top of the Dashboard, choose the account mode:

  • Live
  • Demo
  • All

Then choose a specific account or use All Accounts.

This controls which saved trades are included in the Dashboard summary.


3. Choose the reporting currency

Use Reporting Currency to choose how monetary values are displayed.

When trades use different currencies, FTJ uses exchange rates from the Rates view where available. If required rates are missing, some values may not include every trade and the Dashboard may show guidance about missing exchange rates.



4. Review the KPI cards

The top Dashboard cards summarize the current selection.

The confirmed KPI cards are:

  • Total P&L
  • Win Rate
  • Total Trades
  • Avg R/R
  • Sharpe Ratio
  • Max Drawdown

These values depend on the saved trade data and the current filters. Some values require enough trade history or specific trade fields. For example, Avg R/R depends on risk-reward data, and some risk-related values need enough closed trades before they become useful.



5. Open a recent trade

The Recent Trades card shows the latest trades in the current selection.

Each recent trade can show information such as:

  • Instrument
  • Long or Short direction
  • Entry date and time
  • Net P&L
  • Currency
  • A small visual result indicator

You can open a recent trade to inspect the saved details, then return to the Dashboard.

Use this when you see a result on the Dashboard and want to check the underlying trade entry.


6. Review Win Rate by Day

Win Rate by Day groups selected trades by weekday.

This helps you review how results are distributed across different days in your journal data. Keep it descriptive. Do not treat one weekday as a trading signal just because the chart looks different.


7. Review Cumulative P&L

Cumulative P&L shows how the total result changes over time for the selected trade data.

Use this as a review chart. It helps you see the shape of the saved results, but it should not be used as a prediction or trading recommendation.


8. Review grouped performance sections

Further down the Dashboard, FTJ can group saved trades by:

  • Strategy
  • Timeframe
  • Confluence

These sections depend on the labels saved on your trades.

For this tutorial, keep the focus on reviewing the Dashboard. Strategy, confluence and exit reason setup is covered in the next tutorial.


9. Check Next Steps

The Next Steps panel shows status items for your journal.

Depending on your data, it may point out things such as:

  • No trades added yet
  • Missing exchange rates
  • Missing strategies or confluences
  • Closed trades without exit reasons
  • Incomplete key trade fields
  • Lot size or contract size setup
  • Backup reminders

Some items include buttons that open the relevant area in FTJ.

Use this as a cleanup checklist for your journal structure, not as trading advice.


10. Review the lower Dashboard sections

The Dashboard can also include additional review sections such as:

  • Trading Activity Heatmap
  • Risk Metrics
  • Top Performing Symbols
  • Monthly P&L Comparison
  • Trade Duration Analysis
  • Calendar
  • Recent Activity

These sections become more useful as your journal contains more saved trades with complete data.


Dashboard sections explained

KPI cards

The KPI cards give a quick summary of the current Dashboard selection.

Use them to check the current scope before reviewing details. If the account mode, selected account or reporting currency changes, the Dashboard values can change.


Recent Trades

Recent Trades connects the Dashboard summary back to individual saved trades.

Use it when you want to move from a high-level result to the actual trade record.

Win Rate by Day

Win Rate by Day groups trades by weekday.

Use it as a review breakdown, not as a rule for when to trade.


Cumulative P&L

Cumulative P&L shows the running result over time for the selected data.

Use it to review the development of the saved journal results.


Performance by Strategy

Performance by Strategy groups trades by the strategy labels saved on trades.

This is useful when your journal has consistent strategy labels. If you have not structured trades yet, this section may be less useful.


Performance by Timeframe

Performance by Timeframe groups trades by timeframe where that data exists.

Use it to review whether your saved trade data is structured consistently across timeframes.


Performance by Confluence

Performance by Confluence groups trades by confluence labels saved on trades.

This is a review category. It is not a recommendation that any confluence is good or bad.


Risk Metrics

Risk Metrics can include values such as:

  • Avg Position Size
  • Max Position Size
  • Avg Risk per Trade
  • Max Risk Taken
  • Profit Factor
  • Expectancy

These values are data-dependent. If there are not enough closed trades or required fields are missing, the panel may show that there is not enough data yet.


Top Performing Symbols

Top Performing Symbols shows instrument-level summary information based on saved trades.

Use it to review where results in the journal are coming from.


Monthly P&L Comparison

Monthly P&L Comparison groups results by month.

Use it for period review, not as a forecast.


Trade Duration Analysis

Trade Duration Analysis helps review how trade duration relates to saved results.

This can be useful when comparing short and long holding periods in your own journal data.


Calendar and Recent Activity

The Dashboard includes calendar and recent activity sections for review context.

Use them to see how your journal activity is distributed over time.


Filters explained

Account Mode

Account Mode controls whether the Dashboard includes Live accounts, Demo accounts or All accounts.

Use this before reviewing results so you know what data is included.


Account Selector

The account selector lets you review one specific account or All Accounts.

This is useful when you want to separate one trading account from the rest of the journal.


Reporting Currency

Reporting Currency controls how monetary values are displayed.

If FTJ cannot convert some trades into the selected reporting currency, those trades may be excluded from some combined-currency calculations. Check the Rates view if Dashboard values look incomplete.


How to use the Dashboard for trade review

A simple review workflow is:

  1. Choose the correct account scope.
  2. Check the reporting currency.
  3. Read the KPI cards.
  4. Open recent trades if a result needs context.
  5. Review Cumulative P&L and Win Rate by Day.
  6. Scroll through Strategy, Timeframe and Confluence breakdowns.
  7. Check Next Steps for missing journal structure.
  8. Review lower sections such as Risk Metrics, Top Performing Symbols and Monthly P&L Comparison.

The Dashboard becomes more useful when the journal contains more complete trade data. A small number of trades can still be reviewed, but some metrics and breakdowns need enough data to be meaningful.

Why this matters

A trading journal is easier to review when the data is structured.

The Dashboard gives you one place to review saved trades, filters, summary cards, charts and grouped sections. Instead of only looking at rows in a spreadsheet, you can review the journal from a higher level and then open the underlying trades when needed.


FTJ is local-first Windows desktop trading journal software. Your journal is stored locally, and the Dashboard works from the trade data saved in your own database.


Common mistakes and notes

Reviewing the wrong account scope

Before reading the Dashboard, check whether you are viewing Live, Demo or All accounts


Forgetting the reporting currency

If results look different than expected, check the selected reporting currency and exchange rates.

Expecting every metric to show immediately

Some metrics need enough closed trades or specific fields before they become useful. If data is missing, a value may be blank, unavailable or shown as not enough data yet.


Treating charts as trading signals

The Dashboard is for review. It is not a signal tool and it does not predict future trades.


Going too deep into labels in this tutorial

Strategies, confluences and exit reasons are covered in the next tutorial. In this Dashboard tutorial, treat them as saved journal categories used for grouping trades.



Next tutorial

Downloading FTJ

Forgalis TradingJournal is a local-first Windows desktop trading journal for structured trade review.

Download FTJ from the Microsoft Store and start with a demo account or your own local journal setup.

https://apps.microsoft.com/detail/9PDVQXB4J8Q0


Watch FTJ demo