Period Insights explain why a week, month, or year performed o 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 o resumo area beside or below o calendar grid. The Period Insight Grid loads for o active período e updates when you change período, P&L mode, or behavioral configurações.
The grid is intentionally período-based. It does not judge a single trade in isolation; it asks what repeated behavior shaped o selecionado período.
Primary KPIs
The top row highlights o metrics that usually explain o período fastest:
| KPI | What It Means |
|---|---|
| Cost of Tilt | Difference between actual results e a disciplined baseline for behavior/error-tagged trades. Negative valores mean flagged behavior reduced o período 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 alto can mostrar churn, repeated re-entries, or broker-cost pressão. |
| Giveback | Profit given back depois being up during o período, measured from daily peak profits. |
| Overtraded | Number of trading days that exceeded o overtrading threshold. |
| Worst Day | The largest losing day in o selecionado período, using o active P&L mode. |
Each KPI can include a comparison against o previous equivalent período, directional tone, confidence level, e tooltip context.
Behavior Drivers
The Behavior Drivers section mostra what most strongly shaped o período:
- Best Playbook highlights o assigned setup with o strongest contribution.
- Worst Playbook mostra o assigned setup with o weakest result.
- Error Tags lists o 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, o grid mostra an empty state. Assign playbooks on trades to make this section useful.
Discipline Health
Discipline Health connects o Calendar result to o Daily Journal:
- Readiness uses mental, physical, e market readiness scores from Day Journal entries.
- Discipline averages logged discipline, execution, risco control, e plan adherence when enough fields are present.
Isto is o bridge between trade dados e journaling. A profitable período with poor discipline is a warning. A losing período with strong discipline may simply need setup or market-context review.
Giveback Drilldown
Clique em Giveback when total giveback is above zero. The drilldown mostra o days that contributed to giveback e labels o valores as Net P&L depois fees. Use Go to day to jump into o exact day in Week view.
Giveback is always Net-only, even if o Calendar is currently in Before Fees mode.
Dynamic Verdict
The período resumo uses insights to produce a more specific verdict. When o período has enough dados, o verdict can reference behavior leaks, fee drag, giveback, playbooks, or other measurable drivers. When dados is thin, it falls back to a simpler outcome-and-cause resumo instead of showing an empty state.
Improving The Insight Quality
The grid becomes more useful when you consistently:
- Import clean broker dados with o correct timezone.
- Assign playbooks to trades.
- Use tags for trade context e mistakes.
- Complete Day Journal readiness e discipline fields.
- Keep behavioral tagging enabled e tuned in behavior configurações.
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Precisa de ajuda?
Se a período insight looks surprising, compare o Calendar período with Trades filters for o same dates e confirm your P&L mode. Para ajuda, contate [email protected].