Reports overview

Cross-account analytics in four tabs, with real-time equity and a Trading Health Score.

Reports aggregate the trades auto-synced from every connected account into one analytics view. The data is split across four tabs — Overview, Performance, Time, and Instruments — with equity and open P&L streaming live while the rest of the numbers are computed on page load.

The Reports overview — balance, equity, open P&L, and trade count above your equity curve.

Open a report

1

Go to Reports

Select Reports in the sidebar, or use the View Report action on the Dashboard.

2

Land on the Overview tab

The report opens on Overview by default. Switch tabs with Overview, Performance, Time, and Instruments at the top of the page.

3

Scope the data

Apply the filter banner to narrow the dataset by date range, account, symbol, strategy, or session. See Filters.

Aggregate across accounts

Every metric is calculated over the trades pulled from your connected accounts. By default the report includes all accounts; the account filter lets you aggregate a subset. All trades are auto-synced from connected accounts — there is no manual entry, editing, or deletion, so the numbers reflect exactly what your accounts report.

Values are shown in USD and use the term P&L throughout. Only USD accounts are supported in this version. See Conventions and Formulas for how each figure is defined.

If you have no connected account, or an account with no trades yet, the report shows placeholder content with a prompt to connect or start trading. See Connecting accounts.

Read the Overview KPI cards

The Overview tab opens with a row of summary cards:

Card	What it shows	Updates
Balance	Closed-position balance reported by the account	On page load
Equity	Balance plus open P&L	Real time
Open PnL	Unrealized P&L of currently open positions	Real time
Trades	Count of trades in the filtered set	On page load
Account	Number of accounts in scope	On page load

Equity and open P&L stream over a WebSocket connection, so they move as your open positions move. Every other metric on the page — balance, trade counts, charts, and breakdowns — is computed when the page loads and stays fixed until you refresh.

If the live connection drops, the equity and open P&L cards hold their last received value. Refresh the page to resync.

Below the KPI cards, the Overview tab also carries the Trading Health Score, the four performance metric cards (Total P&L, Win Rate, Expectancy, Profit Factor), the main chart, distribution breakdowns by side, strategy, and session, and a trading calendar.

Understand the Trading Health Score

The Trading Health Score summarizes how your trading process is running — discipline and consistency across several dimensions — rendered as a radar chart with a combined score. It describes process, not outcomes: it is not a prediction of results and makes no claim about future performance. See Trading Health Score.

Explore the analytics tabs

Tab	What it covers	Availability
Overview	KPI cards, Trading Health Score, main chart, distribution breakdowns, calendar	All plans
Performance	Performance metric cards, breakdown table, dispersion and cross-performance views	Paid plans
Time	Hourly, weekday, and monthly breakdowns	Paid plans
Instruments	Per-instrument breakdowns, rankings, and cross-performance	Paid plans

Read more on each: Performance tab, Time tab, Instruments tab.

The Overview tab is available on every plan, including the free tier. The Performance, Time, and Instruments tabs require a paid plan; on the free tier they show a short preview and then prompt to upgrade. See Plans and billing.

Filter and share

The filter banner applies globally across all four tabs. Filters are session-only and sync to the URL for browser back and forward, but are not saved between visits. Date ranges use your local timezone. Full detail in Filters.

Use Share Performance in the filter banner to publish a read-only public report. The link renders live in the browser from a saved snapshot of the filtered data — there is no file to download. See Share a public report.

A public report link exposes the snapshot to anyone who has the URL. Only share it with people you intend to give access to.

Related

• Trading Health Score

• Filters

• Share a public report

• Conventions