Viewing Your Performance

The Performance Dashboard provides a comprehensive view of your trading results, helping you understand what's working and what needs improvement. Access it from the main navigation menu or your dashboard homepage.

Key Metrics Displayed

• Total P&L: Your overall profit or loss across all trades
• Win Rate: Percentage of profitable trades
• Average Win/Loss: Average profit on winners vs. average loss on losers
• Profit Factor: Ratio of gross profit to gross loss
• Sharpe Ratio: Risk-adjusted return measure
• Maximum Drawdown: Largest peak-to-trough decline

From the Main Dashboard

1. Log in to your Ascentia account
2. Click "Performance" or "Analytics" in the main navigation
3. View your default performance dashboard
4. Customize the time period using the date range selector

Quick Stats Widget

Your homepage displays a quick stats widget showing:

• Today's P&L
• This week's performance
• Monthly results
• Year-to-date statistics

Equity Curve

Your equity curve shows account balance over time:

• Upward trending = profitable trading
• Smooth curve = consistent performance
• Sharp drops = significant losses or drawdowns
• Hover over points to see specific dates and values

P&L Distribution

Histogram showing the distribution of your trade results:

• See how often you hit certain profit/loss levels
• Identify if you're cutting winners short or letting losers run
• Compare winning trade sizes to losing trade sizes

Win Rate by Setup

Bar chart showing success rates for different trade types:

• Compare performance across different strategies
• Identify your most profitable setups
• Spot underperforming trade types to avoid

Time-Based Analysis

Charts showing performance by:

• Day of week
• Time of day
• Month of year
• Market conditions (trending vs. ranging)

Date Range Selection

1. Click the date range selector at the top of the page
2. Choose from presets (Today, This Week, This Month, etc.)
3. Or select custom start and end dates
4. Click "Apply" to update all charts and metrics

Filter by Instrument

• Select specific stocks, forex pairs, or cryptocurrencies
• Compare performance across different instruments
• Identify which markets suit your trading style best

Filter by Strategy or Tag

• View performance for specific trading strategies
• Filter by custom tags you've applied to trades
• Isolate day trades vs. swing trades
• Compare long vs. short positions

Win Rate

Percentage of trades that are profitable. A 50% win rate means half your trades are winners. Higher is generally better, but must be considered alongside average win/loss size.

Profit Factor

Gross profit divided by gross loss. A profit factor above 1.0 means you're profitable overall. Professional traders typically aim for 1.5 or higher.

Average Win vs. Average Loss

Compares the size of your average winning trade to your average losing trade. Ideally, average wins should be larger than average losses (positive expectancy).

Maximum Drawdown

The largest peak-to-trough decline in your account. Important for understanding risk and determining appropriate position sizing.

Sharpe Ratio

Measures risk-adjusted returns. Higher values indicate better risk-adjusted performance. Above 1.0 is good, above 2.0 is excellent.

Export Options

1. Click the "Export" button on the performance page
2. Choose your preferred format (PDF, CSV, or Excel)
3. Select which metrics and charts to include
4. Click "Download" to save the file

What Gets Exported

• All key performance metrics
• Charts and graphs (in PDF format)
• Trade-by-trade details (in CSV/Excel)
• Custom date range data
• Filtered results based on your current view

Period Comparison Tool

1. Click "Compare Periods" on the performance page
2. Select two date ranges to compare
3. View side-by-side metrics and charts
4. Identify improvements or declines in performance

What to Look For

• Improving win rate over time
• Increasing profit factor
• Better risk-reward ratios
• Reduced maximum drawdown
• More consistent equity curve

• Review Weekly: Check performance metrics at least once per week
• Focus on Trends: Look for patterns over time, not individual trades
• Compare Strategies: Identify which setups work best for you
• Track Improvement: Compare current performance to previous periods
• Set Goals: Use metrics to set realistic improvement targets
• Be Honest: Don't cherry-pick data or ignore losing periods
• Use AI Insights: Let Ascentio AI help interpret your performance data