Trandence

The Dashboard Decision Engine turns trade history into a small set of decision modules. It is designed to answer three questions: what happened, what caused it, and what should you do next. Decision Engine widgets are available in the Custom Dashboard layout and influence Dashboard planning workflows.

Dashboard decision modules summarizing performance context for planning

Core Modules

Decision Verdict

Decision Verdict summarizes the selected period as Win, Loss, or Flat, then attaches the most relevant cause and a recommended action. The current cause categories are:

  • Giveback Dominant - giveback accounts for a large share of the period movement.
  • Overtrading - at least half of trading days were overtraded.
  • One Bad Day - one losing session dominates the period result.
  • Choppy / Low Edge - gains and losses are mixed with no clean advantage.
  • Balanced Flat - the period is flat.
  • Normal Variance - no stronger cause matched. Actions are consistent with the selected period context. For example, giveback can point you toward tighter exits, while overtrading can point you toward fewer round trips and clearer stopping rules.

Edge Decomposition

Edge Decomposition finds the strongest driver and biggest drag across three dimensions:

  • Day of week.
  • Time of day.
  • Symbol. A signal must be strong enough before it is treated as actionable. If a signal is meaningful, you can inspect its supporting context, review its contribution, and use it as a planning hint for the next Daily Plan.

Tomorrow Plan

Tomorrow Plan converts the selected period into a short action checklist:

  • Do More - the strongest positive signal across day, time, or symbol.
  • Do Less - the strongest negative signal across day, time, or symbol.
  • Risk Adjustment - action based on the current risk context.
  • Focus Behavior - action from the Decision Verdict cause. Clicking Open Daily Plan carries the current focus into the next Daily Plan, so the planning workflow continues from the Dashboard insight.

Risk Integrity

Risk Integrity classifies risk as healthy, warning, or critical using the same risk framework across Dashboard planning. It considers:

  • Average winner versus average loser.
  • Largest loss versus average loss.
  • Win rate.
  • Total trade count. Critical risk takes priority over lighter warnings, so planning guidance stays consistent across Dashboard modules.

Regime & Context

Regime & Context provides the background metrics behind the decision modules:

  • Trading days.
  • Overtraded days and overtraded percentage.
  • Total giveback.
  • Worst day and best day.
  • Fees and fee percentage. It recomputes when the Dashboard period or P&L mode changes.

Confidence And Low-Confidence States

Decision modules show stronger guidance when the selected period has enough completed trades, trading days, and clear patterns to review. Guidance becomes more cautious when the evidence is thin or the period is noisy. When data is thin, modules show a low-confidence message and explain how to improve the review quality. Low confidence does not hide the module; it tells the user how carefully to treat the recommendation.

Gross And Net P&L

Decision Engine respects the user’s P&L mode:

  • Before fees uses gross trade P&L.
  • Net subtracts commissions and fees where applicable. This affects period summaries, edge signals, risk stats, and planning recommendations.

Free And Pro Behavior

Some Dashboard decision areas require Pro access. Pro users see analysis based on their imported trades and selected period.

Need Help?

If a decision module shows low confidence, review a broader period or import more trades before making major strategy changes.