Analytics

Analytics is the detailed review page for closed-trade performance, risk metrics, behavior, and exports. Use it after the first sync has completed and after initial capital, base currency, and risk settings are configured. Demo account. Check filters and account scope before reading metrics.

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Scope controls

Before reading a metric, check:

• selected account or all accounts;
• selected period;
• strategy/playbook filter;
• symbol filter;
• base currency;
• whether the dataset contains closed trades.

Most Analytics views describe realized trades. See Metrics for date and cashflow conventions.

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Quant metrics

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Charts

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Performance timeline

Shows performance over time for the selected scope. Closed trades should use realized dates. If a trade has no exit date, the app can fall back to entry date.

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Underwater chart

Shows drawdown periods. If deposits or withdrawals exist, use cashflow-aware interpretation. Missing cashflows can make drawdown look worse or better than reality.

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Monthly histogram

Groups realized P&L by month. Check timezone and realized-date behavior before comparing it with exchange statements.

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Risk analysis

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R-Multiple distribution

Shows trade results in units of risk. Use it only after risk per trade and stop/risk data are configured well enough.

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MAE/MFE analysis

MAE and MFE describe how far trades moved against or in favor of the position before exit. Use this view to review execution quality, not to infer future market behavior.

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Behavioral analysis

Analytics can break down performance by:

• streaks;
• trade duration;
• day and hour;
• symbol;
• correlation;
• strategy/playbook.

Small samples can create false confidence. Prefer reviewing the underlying trades when a chart shows a surprising pattern.

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PDF export

PDF export uses the selected scope and available metrics. Before sharing a report: Demo account. The export uses the selected account and period.

1. Confirm account and period filters.
2. Confirm the chart data is not partial.
3. Check that privacy-sensitive values are safe to share.
4. Add context outside the export if cashflows or exchange history are incomplete.

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Empty or warning states

Analytics may show empty or partial data when:

• there are no closed trades;
• first sync is still running;
• an exchange history window is limited;
• cashflows are missing;
• credentials failed during sync;
• filters exclude all trades.

Use Troubleshooting if the raw Journal data and Analytics result do not match.