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Video 04 ยท Forgalis TradingJournal tutorial

Dashboard Review

2 min 56 sec Play the walkthrough here or open it on YouTube.

Review the current Dashboard scope and headline metrics, understand Break-Even and missing-FX behavior, and move to Reports for deeper closed-trade analysis.

This walkthrough explains the product workflow and does not provide trading advice.

1.1.25 accuracy note: The embedded YouTube recording predates the final 1.1.25 interface. The written workflow below reflects the current 1.1.25 application scope; an updated recording is tracked in the tutorial automation work.

Current 1.1.25 workflow

Home / Dashboard is the main overview. Check the account mode, selected account and Reporting Currency before reading the metrics.

  • Core realised performance KPIs use closed trades.
  • Planned R describes the original plan; Realised R describes the final result relative to original risk; Payoff Ratio is average win divided by absolute average loss.
  • Settings > Break-even classification can classify small account-base outcomes as Break-even without changing actual P/L.
  • Exclude break-even is a separate Win Rate denominator option.
  • Missing FX can make combined monetary results unavailable or exclude affected trades instead of silently mixing currencies.

Use Reports from the sidebar for the deeper outcome, risk, Realised R, strategy, timing, symbol/direction, drawdown, stability and discipline views. Analytics and Calendar are not separate current sidebar destinations.