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