Trandence

Dashboard is le commet center for trading performance. It combines période-level KPIs, fixed analysis views, weakness detection, analytics pills, AI Coach context, et a customizable widget layout.

Period Controls

Dashboard analysis is scoped by le active période. Utilisez le header controls to switch between:

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

The browser remembers le sélectionné preset, so refreshing le page restores le same période. When you choose a custom range, le KPI bar, widgets, weakness insights, et analytics all reload against le same dates.

KPI Bar

The fixed KPI bar stays at le top of Dashboard et summarizes le active période. It uses le same trade données et P&L mode as le rest of le page, so changing période or switching gross/net P&L affects le entire Dashboard consistently.

Dashboard Views

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

General

General montre le primary performance charts:

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

Utilisez it for a fast read on whether performance is improving et where returns cluster.

Weaknesses

Weaknesses detects et sorts le most important leaks in le sélectionné période. Pro users* see real weakness cards; free users see locked sample cards.

Current weakness categories include:

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

Cards are sorted by severity first, then score. Normal metric cards are hidden, et 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, et Discipline. The browser remembers le active analytics pill for le next visit.

See Dashboard Analytics for le full breakdown of what each pill reads et 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. Cliquez sur Edit Layout to enter edit mode, then add, remove, move, or resize widgets. Cliquez sur Done to save le layout.

Dashboard remembers your custom layout et keeps le disponibles widget set actuel 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 le sélectionné période has enough données to make le view useful.

AI Coach

General, Weaknesses, et Analytics views include an AI Coach action. The coach uses le active view, active période, et Dashboard stats as context.

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

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Besoin d’aide ?

Si Dashboard numbers do not match le période you expect, check le active date range, P&L mode, et whether le relevant trades are imported for that période. Pour obtenir de l’aide, contactez [email protected].