Help Reports
Reports
Every number is computed from your filled trades, not estimated. Tap a total to see the trades behind it. Free shows the last six months. Basic and Pro show your full history. A shorter window does not delete anything.
The web app comes with Basic and Pro.
On your phone
Reports on the phone are split into Trading performance and Also on this device.
Period P&L Summary is realized P&L by day, week, month, or year.
Win Rate & Expectancy counts wins, losses, and scratches. A $0 result is a scratch, not a loss. Expectancy is the result per trade, including scratches.
Holding Period Analysis groups closed trades by how long you held them.
Service Cost & ROI compares what you paid for a source with the result of the trades you tagged with that source. Add each source and its cost under Settings → Data → Adjust Sources & Strategies, then tag the trades.
P&L Calendar is a month grid of realized P&L by day. The dollar figure is in the cell.
After-Trade Analysis is included with Pro. It reads closed trades and the notes you wrote and describes patterns. It needs at least 50 closed trades in the period. The numbers come from the same engine. The model only writes the sentences. On Free and Basic the card says Included with Pro.
Performance by Dimension
Web
Performance by Dimension is on the web app. It slices P&L, win rate, and share of the total by source, strategy, category, ticker, asset class, or account. A trade with more than one strategy counts in full in each group. The total row is unique trades.
Filters
Reports take a date range and the accounts you select. Some also filter by source, strategy, or asset class. The trades behind a total are the ones that passed the filter.
Reports on the web
The web hub shows the same phone reports in wider tables, and adds Performance by Dimension. The P&L Calendar can be printed. CSV export of your trades is under Settings → Data → Export Trades (CSV).
Web
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