Before reading widgets
Check:- base currency (set in Settings);
- first sync status;
- whether balances and cashflows are available;
- privacy mode state.
-- instead of a computed zero. If part of the data fails to load, a banner says “Some data failed to load. Displayed values may be incomplete.”
Every card has an info button next to its title that explains what it measures.
Widgets
Widgets are grouped below as in the Add widgets library, under the title each card shows in the app.Portfolio
Account balance
Total balance across your connected exchanges. The change shown under it is your PnL over the last 30 days, and the small curve traces the balance over time; hover it to read the value at a date. The figure can lag if the balance sync is stale.Balance curve
Account balance over time, deposits and withdrawals included, with the change over the displayed period as a percentage. Choose the period with 1D, 1M, 1Y or ALL, and hover the curve to read the balance at a date.Asset allocation
Donut chart of your portfolio value split by asset, with each asset’s amount and share. Hover a slice to read its details. When you hold more than eight assets, the seven largest are shown and the rest are grouped under Others.Crypto holding
Value history of one crypto asset held in your connected wallets, with its current unit price. Pick the asset from the menu (search it or filter by exchange), choose 1D, 1W, 1Y or ALL, and hover the curve to read the value at a date. The history is built from sync snapshots, so a recently connected asset starts with a short curve.Exchanges
Capital split across your connected exchanges, drawn as blocks sized by value, with the total underneath. Hover or click an exchange to show its amount and share; click it again to go back to the total.Active positions
Your open positions with instrument, side, size, entry price, liquidation price and unrealized PnL. Click a position to open the matching trade in the journal. Data depends on what each exchange provides; “Est.” marks a PnL estimated from the last sync when no live price is available, and that position is left out of live metrics.Exposure
Your exposure split between long and short positions, each with its share, and the net value resulting from their difference.Performance
Net PnL
Cumulative net result of your closed trades, fees and funding included. The change shown under it is your PnL over the last 30 days, and the curve starts at zero and adds realized results; hover it to read the value at a date. Deposits and withdrawals are not trading PnL and are not counted.Daily PnL
Today’s result (trades closed today plus unrealized PnL) and yesterday’s, with a bar chart of the last 7 days in UTC. Hover a bar to compare that day with today.Weekly PnL
Net result of trades closed since the start of the week, fees and funding included. The curve starts at zero when the week begins and adds realized results.Monthly PnL
Net result of trades closed since the start of the month, fees and funding included. The curve starts at zero when the month begins and adds realized results.Equity curve
Your capital or return over time. The mode button switches between Balance (wallet), which includes deposits and withdrawals, and Performance (NAV), which isolates them. Choose 1D, 1M, 1Y or ALL, and use Benchmark to compare with Bitcoin, Ethereum, the S&P 500, the Nasdaq, gold or silver; picking one switches the curve to Performance. If the comparison cannot load, the card says “Comparison unavailable”.Win rate
Share of your closed trades that are winners, with the number of closed trades. The gauge separates wins, losses and breakeven trades.Win rate distribution
Donut chart of your winning, losing and breakeven trades. Hover a slice to read its share, and click a slice or a legend line to list the matching trades.Profit factor
Total gains divided by the absolute value of total losses, with a gauge. A value of 1 means gains equal losses; above 1, gains are larger.Sharpe ratio
Sharpe ratio computed on daily returns, not annualized. The curve recalculates the ratio with all trades closed at each date. It is noisy on short samples.Avg R multiple
Average risk multiple (R) recorded on your trades; one R is the initial risk of the trade. The curve recalculates it as trades close. Trades without a recorded R are excluded.Expectancy
Average net result per closed trade, fees and funding included, breakeven trades counted. The curve recalculates this average as trades close.Best trade
Best net result among your closed trades. The curve shows the best result reached as trades close.P score
Performance score from 0 to 100 over the last 30 days, with a grade from S to F. It combines return (30%), Sharpe ratio (40%) and maximum drawdown (30%), shown as three bars named Performance, Stability and Security. Hover or tap a bar to see its weight and the points it adds to the score.Monthly goal
Monthly PnL compared with your target, with the share of the target reached. The target is the monthly goal percentage set in Settings › Trading profile (5% by default) applied to your current balance, so it moves when the balance changes.Risk management
Open risk
Capital at risk on your open positions, as a percentage of your balance and as an amount. Risk uses the distance to the stop loss or, without a stop, the margin committed.Daily risk
Today’s loss compared with your daily loss limit, shown as the share of the limit already used. The limit is the daily loss limit percentage set in Settings › Trading profile (2% by default) applied to your balance. Today’s loss comes from Daily PnL, so it includes unrealized PnL, and the share can go above 100% when the limit is exceeded.Max drawdown
Largest decline of your capital from a peak to the following trough, as a percentage.Recovery tracker
Recovery required is the percentage gain needed to get your capital back to its peak (0% at the peak). The chart shows the decline below the peak over time; choose 1D, 1M, 1Y or ALL, and hover it to read the drawdown at a date. Missing deposits or withdrawals distort the reading.Consecutive losses
Your current streak of losing trades, with the longest streak shown as the maximum. A win resets the streak; a breakeven trade neither extends nor resets it.Trading activity
Recent trades
Your six most recent closed trades with pair, closing date and net result. Use the arrows to scroll the list and View journal to open the journal.Volume traded
Cumulative notional at entry, open trades included and stablecoin conversions excluded. The curve places each trade’s size at its entry date.Volume curve
Trading volume over time, useful for spotting overtrading or inactivity. Click the mode label to switch between Cumulative Volume and Daily Volume (bars), choose 1D, 1M, 1Y or ALL, and hover to read a day’s volume.Total fees
Total trading commissions and fees recorded. The curve places each trade’s fees at its closing date (its entry date while it is open), not at the exact time each fee was charged.Fee progression
Your trading fees over time. Click the mode label to switch between Cumulative Fees and Daily Fees, and choose 1D, 1M, 1Y or ALL. Read it with Order types to see maker and taker costs.Funding
Net funding paid or received on perpetual positions, with a breakdown by exchange. Hover an exchange to read its own amount. A negative amount is a payment, and funding is already included in your PnL.Order types
Volume and fees split between maker (Limit) and taker (Market) executions, with your total fees.Avg holding time
Average time you hold a trade, in hours, recalculated as trades close. Trades without a recorded duration are excluded.Execution efficiency
Your net PnL and fees compared with the gross result. Profit retention is the net result divided by the absolute gross result: green from 80%, in the accent color from 60% to 80%, red below.Discipline
Tilt score
Score from 0 to 100 based on detected emotional trading patterns, such as excessive activity or trying to win back a loss. A higher score means more of these patterns.Bias analysis
Long versus short: which side brings most of your PnL, then for each side the win rate, trade count, average trade, best and worst trade.Post win behavior
Looks at your biggest winning days (the top 25% of profitable days) and the trading day that follows: average trade count compared with your normal pace, average PnL and win rate. The history lists up to 10 big wins; click one to see the next day’s trades. It needs at least three trading days.Overtrading alert
On the dashboard this card is titled Trade count. It compares your trade count for the period with your usual average for the same length and labels it Normal (at or below average), Elevated (up to 1.5 times the average) or Overtrading (above). Choose 1D (today), 1W (7 days) or 1M (30 days); Max shows your record for that length.First trade stats
Results of the first trade of each day: win rate, share of losses, average PnL and total PnL.Break reminder
Time since your last trade, trades today, trades in the last 2 hours and today’s losing streak, with a status. It says “Take a break” after 3 losses in a row or 6 trades in 2 hours, “Consider a break” after 4 trades in 2 hours or a new trade less than 5 minutes after the last one with more than 3 trades today, and “Steady pace” otherwise.Coach status
Today’s compliance score out of 100 for the trading rules you enabled, with a status (Excellent, On Track, Caution, At Risk), the week’s score, your compliance streak in days and the number of active rules. Configure opens the rule settings. It is a deterministic rule check, not a trading signal; see Coach.Demon leaderboard
Trading mistakes ranked by their cost, based on losing trades tagged with a mistake; a trade with several tags splits its loss equally between them. Click a mistake to see its total cost, average cost, number of losing trades and share of total losses, then View trades to list them.Planning & insights
Quick note
A note for today. Type it and click Save; each day has its own note.Pending plans
Plans prepared before entering a trade: pair, side, entry, target, stop and planned R. Plan a trade adds one and the cross cancels it. Attach a plan to a trade from the journal to compare plan and result; matched plans show as Archived.PnL calendar
Days of the displayed month colored by result. Use the arrows to change month, hover a day to read its PnL, trade count and wins/losses, and click it to see its trades. Open the Calendar for full daily review.Strategy leaderboard
Your strategies ranked by PnL, with win rate and trade count. A trade’s strategy is its first tag; untagged trades go under Standard. Use the arrows to move between strategies and Details to see PnL, trades, win rate, profit factor, average win and average loss.Session analysis
One ridge per trading session in UTC hours: Asia (00–08), London (08–12), Overlap (12–16), NY PM (16–21) and Dead (21–00). Time runs from left to right, the height of a ridge is the money the session made around that date, and losses hang below the session line in pink. Choose 1M, 3M, 1Y or ALL, PnL or R (when your trades have a recorded R), Open or Close to group trades by entry or exit time, and Weekends to include weekend trades. Hover a ridge to see the week’s or day’s result for that session, and click it to open the session’s trades.Customization
Open Personalize at the top of the dashboard to:- switch between All widgets and your own layouts;
- create, rename or delete a layout;
- open Add widgets;
- start Edit layout: drag a card to move it, or use the cross on a card to remove it;
- reset a layout to its default arrangement.
Privacy mode
Privacy mode hides sensitive monetary values for screenshots or screen sharing. Turn it on with Hide balances in the Personalize menu. It changes display only; it does not change stored data or calculations.Empty and partial states
Common causes:- no exchange connected;
- first sync still running;
- no closed trades yet;
- exchange balance unavailable;
- cashflows missing;
- credentials expired.