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