Read performance reports

Reports analyzes saved trade records. Choose the account and date filters before comparing values with Overview or another report.

Filter and review

1. Open Reports.
2. Set the account and period filters, then add any symbol, setup, or other filter offered on the page.
3. Read the metric labels and selected period.
4. Use the charts and breakdowns to find differences by the dimensions shown.
5. Open the underlying trade rows to verify a surprising result.

P&L is profit or loss for the selected records. Win rate is the profitable share of closed trade records. Profit factor compares gross wins with gross losses. Expectancy is average net result per completed trade when shown. Drawdown measures a decline from a prior peak. Each metric uses the page’s included records, so changing filters can change both numerator and denominator.

For definitions, use the glossary. To make a read-only share link, see share a report.