Trandence

Dashboard is commі center for trading performance. It combines період-level KPIs, fixed analysis views, weakness detection, analytics pills, AI Coach context, і a customizable widget layout.

Period Controls

Dashboard analysis is scoped by active період. Використовуйте header controls to switch between:

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

The browser remembers вибраний preset, so refreshing сторінку restores same період. When you choose a custom range, KPI bar, widgets, weakness insights, і analytics all reload against same dates.

KPI Bar

The fixed KPI bar stays at top of Dashboard і summarizes active період. It uses same угоду дані і P&L mode as rest of сторінку, so changing період or switching gross/net P&L affects entire Dashboard consistently.

Dashboard Views

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

General

General показує primary performance charts:

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

Використовуйте it for a fast read on whether performance is improving і where returns cluster.

Weaknesses

Weaknesses detects і sorts most імпортant leaks in вибраний період. Pro users* see real weakness cards; free users see locked sample cards.

Current weakness categories include:

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

Cards are sorted by severity first, then score. Normal metric cards are hidden, і an all-clear state appears when there are угоди 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, і Discipline. The browser remembers active analytics pill for next visit.

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

Dashboard remembers your custom layout і keeps доступні widget set поточний 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 вибраний період has enough дані to make view useful.

AI Coach

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

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

Пов’язані статті

Потрібна Допомога?

Якщо Dashboard numbers do not match період you expect, check active date range, P&L mode, і whether relevant угоди are імпортed for that період. Для допомоги, зверніться [email protected].