Dashboard Overview
Navigate the TradeLogist analytics dashboard and understand your key trading metrics
Analytics Dashboard Overview
The Analytics dashboard provides deep insights into your trading performance with detailed metrics, charts, and breakdowns.
Accessing Analytics
- Go to Dashboard > Analytics
- Or click Analytics in the sidebar
Key Metrics Cards
Performance Summary
At the top of analytics, you'll see key metrics:
| Metric | Description |
|---|---|
| Total P/L | Cumulative profit/loss |
| Win Rate | Percentage of winning trades |
| Profit Factor | Gross profit ÷ Gross loss |
| Average Trade | Mean P/L per trade |
| Best Trade | Largest single win |
| Worst Trade | Largest single loss |
Time Period Selection
Filter all analytics by:
- Today
- This Week
- This Month
- This Year
- All Time
- Custom Range
Performance Charts
Equity Curve
Visual representation of account growth:
- Cumulative P/L over time
- Identify trending periods
- Spot drawdown phases
- See recovery patterns
Daily P/L
Bar chart showing profit/loss by day:
- Green bars: Profitable days
- Red bars: Losing days
- Height: Magnitude of P/L
Cumulative Returns
Percentage returns over time:
- Starting from 0%
- Shows growth trajectory
- Useful for performance comparison
Trade Distribution
By Symbol
See which symbols you trade most:
- Trade count per symbol
- Win rate per symbol
- Total P/L per symbol
- Average trade per symbol
By Direction
Compare long vs short performance:
| Direction | Metrics Shown |
|---|---|
| Long | Win rate, P/L, count |
| Short | Win rate, P/L, count |
By Market
If you trade multiple markets:
- Stocks performance
- Options performance
- Forex performance
- Crypto performance
Time Analysis
By Hour
Performance by time of day:
- Morning session (9:30-11:00)
- Midday (11:00-2:00)
- Power hour (3:00-4:00)
By Day of Week
Which days work best:
- Monday through Friday
- Win rate per day
- P/L per day
By Month
Monthly trends:
- Seasonal patterns
- Best/worst months
- Year-over-year comparison
Advanced Metrics
Risk Metrics
| Metric | What It Shows |
|---|---|
| Max Drawdown | Largest peak-to-trough decline |
| Win Streak | Consecutive winners |
| Loss Streak | Consecutive losers |
| Recovery Factor | Net profit ÷ Max drawdown |
R-Multiple Analysis
Performance in risk units:
- Average R per trade
- Distribution of R outcomes
- Total R captured
Expectancy Breakdown
Detailed expectancy view:
Expectancy = (Win% × Avg Win) - (Loss% × Avg Loss)
- Component breakdown
- Per-strategy expectancy
- Trend over time
Strategy Comparison
If you use multiple strategies:
- Side-by-side metrics
- Win rate comparison
- Profit factor comparison
- Trade count per strategy
See Strategy Analysis for details.
Filtering & Customization
Available Filters
Filter analytics by:
- Date range
- Symbol(s)
- Strategy
- Direction
- Trade status
- Tags
Combining Filters
Stack multiple filters:
- Set date range
- Add strategy filter
- Add symbol filter
- View specific subset
Export Options
Export Charts
Download visualizations:
- PNG format
- High resolution
- Include in reports
Export Data
Download raw data:
- CSV format
- All metrics included
- Use in external tools
Using Analytics Effectively
Daily Routine
- Check today's P/L
- Review open positions
- Note any patterns
Weekly Review
- Analyze equity curve
- Check win rate trends
- Review best/worst trades
- Identify improvement areas
Monthly Analysis
- Full metrics review
- Strategy comparison
- Goal assessment
- Trading plan updates
Mobile Access
Analytics on mobile:
- Key metrics visible
- Charts responsive
- Touch-friendly filters
Next Steps
- Key Metrics Explained - Understand the numbers
- Equity Curve - Analyze your curve
- Strategy Analysis - Compare strategies