Dashboard

The top row displays key performance indicators for the currently filtered data set. KPIs include:

• Total P&L - Net profit or loss for the filtered period
• Win Rate - Percentage of profitable trades
• Profit Factor - Gross profit divided by gross loss
• Total Trades - Grouped execution count (not raw rows)
• Avg RR - Average risk-to-reward ratio
• Max Drawdown - Largest peak-to-trough decline

KPI cards are responsive: they scale down for narrow screens and expand on wide viewports.

Widgets below the KPI row provide deeper analysis:

• Equity Curve - Cumulative P&L over time with drawdown shading
• Drawdown Chart - Visual drawdown periods with recovery
• Distribution - P&L distribution histogram
• Instrument Breakdown - Performance by instrument/symbol
• Monthly P&L - Monthly profit/loss heatmap
• Day of Week - Performance broken down by weekday

Filters control what data appears across the dashboard, reports, and journal:

• Account filter - Select which live and prop-firm accounts to include
• Date range - Set custom date ranges or use presets (Today, This Week, This Month, etc.)
• Additional filters - Filter by instrument, tag, model, setup, and outcome

All widgets and KPIs update automatically when filters change.

You can save multiple dashboard layouts as templates:

• Enter Edit Mode by clicking the edit button in the dashboard toolbar
• Drag and drop widgets to rearrange them
• Resize widgets using the resize handles
• Save the current layout as a named template
• Switch between templates from the template selector

The calendar widget shows daily P&L with color coding (green for profit, red for loss). Click a day to open the daily review modal, which shows:

• Day's trades
• Journal entry (if one exists)
• Notes and screenshots
• Running P&L context