| Term | Meaning |
|---|---|
| Account | A Performax login account. It is separate from an exchange account. |
| Trading account | A connected exchange account or wallet inside Settings → Exchange. |
| API key | Credential created on an exchange so Performax can read trade, balance, and position data. |
| Read-only key | API key with no trading and no withdrawal permissions. This is the only supported key posture. |
| Passphrase | Extra secret required by some exchanges’ API keys. It is not your exchange password. |
| Wallet address | Public wallet address used by wallet-based exchanges: some need only the address, others also take an API token to import trade history. |
| Products to track | The product lines Performax can track per account on exchanges that offer this choice: Spot, Futures (USD-M) and COIN-M. Chosen when you add the account; COIN-M is opt-in. |
| Dashboard | App home view with configurable widgets and account overview. |
| Widget | A card on the dashboard. Add, remove or rearrange widgets from the Personalize menu. |
| Layout | A saved arrangement of dashboard widgets. All widgets shows the full set. |
| Analytics | Dedicated performance analysis page for metrics, charts, exports, and behavioral breakdowns. |
| Trading Journal | Table of imported and reviewed trades. |
| Strategies | App section for strategy definitions, checklists, and performance tracking. |
| Playbook | A strategy record inside the Strategies feature. |
| Trade plan | A pre-trade plan that can be compared with the executed trade later. Plans appear in the Pending plans widget; attach one to a trade from the journal. |
| Calendar | Day-by-day trading activity view. |
| Notebook | Personal note system for trading notes, daily entries, and screenshots. |
| Risk Management | Calculators, rule settings, simulations, and exposure views used to monitor user-defined risk. |
| AI Chat | Chat in the AI section of the app. Answers your questions about your own historical data. It does not place trades or produce market signals. |
| AI Center | Center in the AI section of the app: daily briefing, upcoming events, mental state, risk level, trader profile and golden rules. |
| Active Coach | Deterministic rule engine that checks your own rules against your trades. |
| Coach status | Dashboard widget showing your daily compliance score, violations and compliance streaks. |
| Cashflow | Deposit or withdrawal used to separate account balance from trading performance. |
| NAV | Performance basis that neutralizes deposits and withdrawals. Shown as Performance (NAV), as opposed to Balance (wallet). |
| Benchmark | Asset you can compare with your performance on the equity curve. |
| Realized trade | Closed trade. Date-based analytics should use the close date when available. |
| Breakeven | Closed trade with a result of exactly zero. It counts as a non-win. |
| Funding | Periodic payment between long and short holders of perpetual futures. Included in PnL. |
| Maker / Taker | Execution that adds liquidity (usually a limit order) versus one that takes it (usually a market order). See the Order types widget. |
| R-Multiple | Trade result expressed in units of initial risk. |
| P score | Performance score from 0 to 100 over the last 30 days, combining return, Sharpe ratio and maximum drawdown. |
| Tilt score | Score from 0 to 100 that rises with signs of emotional trading. |
| Demon | A trading mistake tag. The Demon leaderboard ranks mistakes by what they cost you. |
| Session | Fixed block of UTC hours (Asia, London, Overlap, NY PM, Dead) used by Session analysis. |
| Recovery tracker | Dashboard widget showing the decline from your peak and the gain needed to get back to it. |
| Privacy mode | Display mode that hides sensitive monetary values on screen. Toggled with Hide balances / Show balances. |
Canonical labels
- Use Strategies for the navigation label.
- Use playbook when describing one strategy object.
- Use AI Chat and AI Center for the two AI features in the docs; in the app they are Chat and Center under the AI section. AI Assistant is only the panel of a trade in the Journal.
- Use Exchange for the settings tab that stores connected trading accounts.
- Use read-only API key for exchange credentials. Do not describe Performax keys as trading-enabled keys.