Your home screen
The Dashboard is the first thing you see. It pulls together your stats, your equity curve, your coach, and your calendar so you can read your trading at a glance. Use the range selector at the top to switch between the last day, week, two weeks, month, or everything.
The panels
Stats across the top: net P&L, win rate, average win and loss, Sharpe ratio, profit factor, and risk of ruin for the range you picked.
Equity curve shows how your balance has moved over time.
Helix is your coach's read on the day, including your game plan. Open a full conversation with Discuss with Helix.
Compliance tracks your trades against your active plan's rules.
Calendar shows profit and loss by day, with your active days, exits, and lots. Switch between the Grid and Entries views. A day's figure is what you realized that day, so a position you scale out of over two sessions shows money on both. See Why your P&L does not match your broker if a number here does not match a screen on your broker's side.
The right side shows your daily journal state, recent trades, and open positions.
Generate a report
The Generate Report button turns any date range into a full performance report you can save and revisit. See Reading your reports and stats for what is inside.
A fresh account
Brand new? Most panels will read a dash or show a short prompt until your first trades land. Connect a broker or import a file and the whole dashboard fills in automatically.