Instruments tab
Performance broken down by symbol across your accounts.
The Instruments tab breaks your synced trades down by symbol — currency pairs, futures contracts, and any other instrument on your connected accounts. It ranks your most-traded and best- and worst-performing symbols, then shows how each one behaves across months, weekdays, and hours.
All figures come from trades auto-synced from your connected accounts. There is no manual entry, so nothing here can drift out of sync with your broker or prop-firm records.
Read the Instruments overview
The Instruments Overview card pairs a Top 5 table with a pie chart. Both are driven by a single metric selector dropdown, and both update together when you change it.
Total Volume
Summed absolute quantity — lots for forex, contracts for futures
Highest volume first
Most Profitable
Summed P&L from winning trades only, in USD
Largest gains first
Most Losing
Absolute summed P&L from losing trades only, in USD
Largest losses first
Total Trades
Count of trades for the symbol
Most traded first
Win Rate
Share of trades with P&L above zero, as a percentage
Highest rate first
The table lists the top five symbols for the selected metric. Its third column normally shows total trade count; when the metric is Total Trades, it switches to a wins / losses breakdown (for example, 30W / 15L). If fewer than five symbols match your filters, the table shows only those rows without padding.
The pie chart sizes every symbol proportionally to the same metric, ordered largest to smallest. Slices below 1% of the total are omitted to keep the chart readable.
Cross-highlight the table and chart
The table and pie chart are linked. On desktop, hovering a table row dims the other pie slices and outlines the matching one; hovering a slice shades the matching table row. On mobile, tap instead of hover — the highlight stays until you tap elsewhere. Each slice tooltip shows the symbol name and its value for the current metric.
Compare performance across time periods
The Cross Performance Analysis table is a matrix: one row per symbol, one column per period. Two independent dropdowns control it.
Choose a period type
Set Period Type to Month, Day of Week, or Hour of Day. Only periods with at least one trade appear as columns, and columns stay in calendar or clock order. Hours are grouped in your account timezone; see Conventions.
Both dropdowns reset to Month and P&L when you re-enter the tab.
Read the cell color coding
Colors describe how a process is running for that symbol and period — consistency and discipline, not a forecast of future results.
P&L
Signed USD total
Green if ≥ 0, red if < 0
Profit Factor
Ratio to two decimals, or ∞
Green if ≥ 1.5, yellow if ≥ 1, red if < 1
Win Rate
Percentage to one decimal
Green if ≥ 50%, red if < 50%
Expectancy
Average signed USD per trade
Green if ≥ 0, red if < 0
Relative DD
Percentage to two decimals
Green if ≤ 5%, yellow if ≤ 10%, red if > 10%
A cell with no trades for that symbol and period shows a gray em dash (—) and has no tooltip. A Profit Factor of ∞ means the symbol had no losing trades in that period. Full definitions live in Formulas.
Apply filters
Everything on this tab reflects the global filter banner — date range, account, symbol, strategy, and session. Changing a filter recalculates every table and chart at once, with no spinner. See Filters for how each control narrows the dataset.
Handle sparse or empty data
No trades after filtering. The table shows a No data available message, the pie chart is hidden, and the metric selectors are disabled until the filter set matches trades again.
A single symbol. The Top 5 table shows one row, the pie chart is a single full slice, and Cross Performance shows that one symbol.
Fewer than five symbols. The table lists only the symbols present, without empty filler rows.
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