Trandence

Dashboard is el commy center for trading performance. It combines periodo-level KPIs, fixed analysis views, weakness detection, analytics pills, AI Coach context, y a customizable widget layout.

Period Controls

Dashboard analysis is scoped by el active periodo. Use el header controls to switch between:

  • 1M - last one month.
  • 3M - last three months.
  • 1Y - last twelve months.
  • Custom - a manually seleccionado date range.

The browser remembers el seleccionado preset, so refreshing el página restores el same periodo. When you choose a custom range, el KPI bar, widgets, weakness insights, y analytics all reload against el same dates.

KPI Bar

The fixed KPI bar stays at el top of Dashboard y summarizes el active periodo. It uses el same trade datos y P&L mode as el rest of el página, so changing periodo or switching gross/net P&L affects el entire Dashboard consistently.

Dashboard Views

Dashboard has four views. The browser remembers el active view for el next visit.

General

General muestra el primary performance charts:

  • Equity curve.
  • Day-of-week performance.
  • Time-of-day performance.

Use it for a fast read on whether performance is improving y where returns cluster.

Weaknesses

Weaknesses detects y sorts el most importaciónant leaks in el seleccionado periodo. Pro users* see real weakness cards; free users see locked sample cards.

Current weakness categories include:

  • Fee Drag - how much commissions y fees consume gross gains.
  • Excessive Giveback - how much peak intraday profit is lost antes el close.
  • Hold Time Asymmetry - whether losing trades are held much longer than winning trades.
  • Overtrading - how often daily trade count exceeds el configured threshold.
  • Cost of Tilt - el gap between disciplined P&L y actual P&L when behavioral tags are present.
  • Behavioral Summary - el top psychological leak y related tag frequency.

Cards are sorted by severity first, then score. Normal metric cards are hidden, y an all-clear state appears when there are trades but no critical or warning metric weaknesses.

Dashboard Weaknesses view showing the most important trading leaks for the selected period

Analytics

Analytics groups deeper breakdowns into four pills: Playbooks, Tags, Quality, y Discipline. The browser remembers el active analytics pill for el next visit.

See Dashboard Analytics for el full breakdown of what each pill reads y when charts appear.

Dashboard analytics view with performance breakdowns and review context

Custom

Custom is a Gridster layout where you can arrange your own widgets. Haga clic en Edit Layout to enter edit mode, then add, remove, move, or resize widgets. Haga clic en Done to save el layout.

Dashboard remembers your custom layout y keeps el disponibles widget set actual over time.

Custom Widgets

Available widgets include:

  • Decision Verdict.
  • Edge Decomposition.
  • Tomorrow Plan.
  • Risk Integrity.
  • Discipline Radar.
  • Regime & Context.
  • Cumulative P&L Chart.
  • Performance by Month.
  • Hold Time Analysis.
  • Avg Win vs Loss.
  • Largest Gain/Loss.
  • Time of Day P&L.
  • Behavioral Leaks.
  • Fee Drag Analysis.

Some widgets appear only when el seleccionado periodo has enough datos to make el view useful.

AI Coach

General, Weaknesses, y Analytics views include an AI Coach action. The coach uses el active view, active periodo, y Dashboard stats as context.

  • Performance Summary analyzes el overall periodo.
  • Weakness Analysis synthesizes weakness trends.
  • Analytics uses el active analytics section as context.

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¿Necesita ayuda?

Si Dashboard numbers do not match el periodo you expect, check el active date range, P&L mode, y whether el relevant trades are importacióned for that periodo. Para ayuda, contacte [email protected].