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