Period Insights explain why a week, month, or year performed die way it did. They combine Trades, fees, behavioral tags, playbooks, und journal scores into a focused review panel inside Calendar.
Where Period Insights Appear
Open Calendar, choose Week, Month, or Year, then review die Zusammenfassung area beside or below die calendar grid. The Period Insight Grid loads for die active Zeitraum und updates when you change Zeitraum, P&L mode, or behavioral Einstellungen.
The grid is intentionally Zeitraum-based. It does not judge a single Trade in isolation; it asks what repeated behavior shaped die ausgewählt Zeitraum.
Primary KPIs
The top row highlights die metrics that usually explain die Zeitraum fastest:
| KPI | What It Means |
|---|---|
| Cost of Tilt | Difference between actual results und a disciplined baseline for behavior/error-tagged Trades. Negative Werte mean flagged behavior reduced die Zeitraum result. |
| Behavior Frequency | How many closed Trades were flagged by behavior or error rules. |
| Fee Drag | Total fees compared with gross P&L. High fee drag can expose churn, repeated re-entries, or Broker-cost pressure. |
| Giveback | Profit given back nach being up during die Zeitraum, measured from daily peak profits. |
| Overtraded | Number of trading days that exceeded die overtrading threshold. |
| Worst Day | The largest losing day in die ausgewählt Zeitraum, using die active P&L mode. |
Each KPI can include a comparison against die previous equivalent Zeitraum, directional tone, confidence level, und tooltip context.
Behavior Drivers
The Behavior Drivers section zeigt what most strongly shaped die Zeitraum:
- Best Playbook highlights die assigned setup with die strongest contribution.
- Worst Playbook zeigt die assigned setup with die weakest result.
- Error Tags lists die most common behavior/error tags when behavioral tracking is enabled.
- Top Tags lists regular tags, excluding Broker/source und behavior markers.
Wenn no playbooks are assigned, die grid zeigt an empty state. Assign playbooks on Trades to make this section useful.
Discipline Health
Discipline Health connects die Calendar result to die Daily Journal:
- Readiness uses mental, physical, und market readiness scores from Day Journal entries.
- Discipline averages logged discipline, execution, Risiko control, und plan adherence when enough fields are present.
Dies is die bridge between Trade Daten und journaling. A profitable Zeitraum with poor discipline is a warning. A losing Zeitraum with strong discipline may simply need setup or market-context review.
Giveback Drilldown
Klicken Sie Giveback when total giveback is above zero. The drilldown zeigt die days that contributed to giveback und labels die Werte as Net P&L nach fees. Nutzen Sie Go to day to jump into die exact day in Week view.
Giveback is always Net-only, even if die Calendar is currently in Before Fees mode.
Dynamic Verdict
The Zeitraum Zusammenfassung uses insights to produce a more specific verdict. When die Zeitraum has enough Daten, die verdict can reference behavior leaks, fee drag, giveback, playbooks, or other measurable drivers. When Daten is thin, it falls back to a simpler outcome-and-cause Zusammenfassung instead of showing an empty state.
Improving The Insight Quality
The grid becomes more useful when you consistently:
- Import clean Broker Daten with die correct timezone.
- Assign playbooks to Trades.
- Nutzen Sie tags for Trade context und mistakes.
- Complete Day Journal readiness und discipline fields.
- Keep behavioral tagging enabled und tuned in behavior Einstellungen.
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Brauchen Sie Hilfe?
Wenn a Zeitraum insight looks surprising, compare die Calendar Zeitraum with Trades filters for die same dates und confirm your P&L mode. Für Hilfe, kontaktieren Sie [email protected].