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