Skip to main content

Reports

The Reports module provides analysis of your trading activity including P&L summaries, segment breakdowns, and performance metrics.

Available Reports​

1. P&L Summary​

  • Daily, weekly, monthly, and yearly P&L totals
  • Realized vs unrealized breakdown
  • Gross vs net profit (after brokerage)

2. Segment Report​

Compares performance across:

  • Equity (EQ)
  • Futures (FUT)
  • Options (OPT)

3. Symbol Report​

Ranked performance per symbol — useful for identifying consistently profitable or lossy instruments.

4. Trade Log Export​

Export your full trade journal to:

  • CSV (compatible with Excel and AmiBroker)
  • PDF (for printing or archiving)

Generating a Report​

  1. Click Reports in the sidebar.
  2. Select the Report Type from the dropdown.
  3. Set the Date Range using the date picker.
  4. Click Generate Report.

Reading the P&L Chart​

The bar chart shows daily P&L. Hover over any bar to see:

  • Date
  • Trade count
  • Gross P&L
  • Estimated brokerage
  • Net P&L

Exporting Data​

Click the Export button and choose your format:

  • CSV — Opens in Excel, importable into other tools
  • PDF — Formatted print layout

Placeholder: Advanced analytics (win rate, expectancy, max drawdown, Sharpe ratio) planned for v2.0.