Read an account's tabs
Moved from the old guide.
Each account on Accounts opens into tabs: Overview, Performance, Open trades, Trade history and Risk. Each metric below says what it is, how it is calculated and what to watch for.
Overview Tab#
The Overview tab is your account command center. It shows the most important stats at the top, followed by your equity chart, trade breakdown, calendar, pre-trade checklist, health summary, and recent trades.
Today P&L#
The total profit or loss from all trades that closed today since your configured daily reset time.
This is your daily scorecard. Combined with your daily drawdown limit, it tells you instantly whether you can keep trading or should stop for the day.
How it is calculated
Today P&L = Sum of all closed trade P&L since daily reset time
Ranges
- Positive: good day so far
- Small loss within daily limit: normal
- Approaching daily loss limit: stop trading
Things to watch for
This only counts closed trades. You could have a +$500 Today P&L but -$2,000 in floating losses from open trades. Always check your floating P&L alongside this number.
How to improve it
Set a clear daily loss limit before you start trading. When you hit it, close your platform. No exceptions, no 'one more trade' thinking.
MTD P&L#
Month-to-date profit or loss. The sum of all closed P&L from the 1st of this month until now.
Monthly performance is the standard measure for evaluating trading consistency. Prop firms set monthly targets and limits based on this number.
How it is calculated
MTD P&L = Sum of closed P&L from month start to now
Ranges
- Positive and growing: you are on pace
- Slightly negative early in month: still time to recover
- Deeply negative: reduce size, reassess strategy
Things to watch for
Do not compare your MTD to other traders. Account sizes, risk per trade, and strategies vary wildly. Compare it to your own monthly average instead.
How to improve it
At mid-month, check if your MTD is tracking your average. If it is significantly below, reduce position size rather than increasing it to catch up.
Win Rate#
The percentage of your closed trades that ended in profit.
Win rate is one of the most looked-at metrics, but it only tells half the story. A 40% win rate with a 3:1 reward-to-risk ratio is more profitable than a 70% win rate with a 0.5:1 ratio.
How it is calculated
Win Rate = (Winning Trades / Total Closed Trades) x 100
If you took 100 trades and 55 were profitable, your win rate is 55%.
Ranges
- Above 55%: solid win rate for most strategies
- 45% to 55%: acceptable if your R:R is good (above 1.5:1)
- Below 45%: you need either a much higher R:R or better entries
Things to watch for
Win rate is meaningless without knowing the average win vs average loss. A 90% win rate with a 0.3:1 R:R means your losers wipe out 3 winners each time. Always pair win rate with profit factor or R:R ratio.
How to improve it
Focus on the quality of your setups rather than the quantity. Be more selective about which trades you take. Fewer, higher-quality entries typically improve win rate.
Profit Factor#
The ratio of your total gross profit to your total gross loss. It tells you how many dollars you make for every dollar you lose.
Profit factor is the single best indicator of whether your trading strategy works. A profit factor above 1.0 means you are making money. Below 1.0 means you are losing. It combines win rate and reward-to-risk into one number.
How it is calculated
Profit Factor = Gross Profit / Gross Loss
If your winning trades totaled $3,000 and your losing trades totaled $1,500, your profit factor is 2.0. You make $2 for every $1 you lose.
Ranges
- Above 2.0: excellent, your edge is strong
- 1.5 to 2.0: solid, healthy trading
- 1.0 to 1.5: break-even zone, room to improve
- Below 1.0: losing money, needs attention
Things to watch for
Profit factor can be inflated by a single large win. If you have 50 trades and one big winner that accounts for 60% of your gross profit, your profit factor looks great but is not reliable. Look at the number alongside total trades to judge sample size.
How to improve it
Cut your losers faster and let your winners run longer. This is simple advice but hard to execute. Practically, it means respecting your stop loss (no moving it further away) and not closing winners early out of fear.
Avg R:R#
Average Reward-to-Risk ratio. It tells you how much you win on average compared to how much you lose on average.
R:R is the other half of the win rate equation. Together they determine whether you are profitable. A 1:2 R:R means your average winner is twice as large as your average loser.
How it is calculated
Avg R:R = Average Win / Average Loss
If your average winning trade is $180 and your average losing trade is $100, your R:R is 1:1.8.
Ranges
- Above 1:2.0: very good, your winners are twice your losers
- 1:1.2 to 1:2.0: healthy, room to improve
- 1:1.0: break-even territory on a 50% win rate
- Below 1:1.0: your losses are bigger than your wins
Things to watch for
A high R:R often comes with a lower win rate. That is normal and fine. What matters is the combination. Use the expectancy metric to see whether your R:R and win rate together produce a positive edge.
How to improve it
Be stricter with entries (only take trades where the potential reward is at least 1.5x the risk) and discipline with exits (let winners reach their target instead of closing early).
Avg Hold Time#
The average duration of your closed trades, from open to close.
Hold time reveals your trading style and can highlight problems. Scalpers should see minutes, swing traders should see hours or days. If your hold time does not match your intended style, something is off.
How it is calculated
Avg Hold = Sum of all trade durations / Total closed trades
Duration is the time between when a trade opened and when it closed.
Ranges
- Consistent with your strategy: good
- Shorter than expected: you may be closing too early
- Longer than expected: you may be holding losers too long
Things to watch for
Average hold time can be skewed by a few outlier trades. One trade held for 3 days among 50 trades held for moments will push the average way up. Look at the median hold time in conjunction with the average.
How to improve it
Compare winning trade hold times to losing trade hold times. If your losers are held much longer, you are likely holding onto losing trades hoping they recover. Set time-based exit rules to address this.
Balance & Equity Card#
This card shows the same Balance & Equity chart as the dashboard but scoped to this specific account. It includes the period selector (1D, 1W, 1M, 3M, YTD) and the daily/MTD/YTD breakdown strip. See the Dashboard section for a detailed explanation of each element.
Trade Breakdown#
The Trade Breakdown card shows your overall win/loss ratio as a stacked horizontal bar with a count of wins, losses, and break-even trades below. Under that, you see four key metrics in a grid: Profit Factor, Average Winner, Average Loser, and Average R:R.
This gives you a quick view of the health of your trading system without needing to go into the full Performance tab.
P&L Calendar#
The same daily P&L calendar heatmap described in the Dashboard section, but scoped to this specific account. Navigate months to see which days were profitable or not.
Pre-trade Checklist#
Available on the paid plan. The Pre-trade Checklist is a real-time compliance check that shows whether it is safe to trade right now. It checks five things:
- Daily DD usage: how much of your daily drawdown limit you have used
- Max DD usage: how much of your overall max drawdown you have used
- Trades today: how many trades you have taken vs your configured limit
- Loss streak: whether you are on a losing streak
- Account Health: your current health score
Each item has a colored dot: green (safe), yellow (caution), or red (danger). At the bottom, it shows your "Safe to risk" amount, which is the maximum dollar amount you can lose today before breaching your daily drawdown limit.
Account Health Card#
A compact version of the Account Health score showing the overall score ring and the four pillar progress bars. The full Health tab has a much more detailed breakdown. See the Health section for complete documentation.
Recent Trades#
A table of your 5 most recently closed trades showing the symbol, direction (buy/sell badge), lot size, P&L (color coded), and duration. Click any trade row to annotate it with notes, tags, and a quality rating. See the Journal section for full annotation documentation.
Performance Tab#
The Performance tab is where you go to understand your trading edge. It breaks down your results into individual metrics, grouped blocks, and visual distributions.
Win Rate#
The percentage of all your closed trades that ended with a positive P&L.
Win rate is one of the two pillars of profitability (the other is R:R). It tells you how often your trading decisions are correct. But remember, being right 80% of the time means nothing if your 20% losers are 5x the size of your winners.
How it is calculated
Win Rate = (Winning Trades / Total Closed Trades) x 100
Example: 293 wins out of 557 trades = 52.6% win rate.
Ranges
- Above 60%: strong, especially with decent R:R
- 50% to 60%: average, workable with good R:R
- 40% to 50%: needs R:R above 1.5:1 to be profitable
- Below 40%: very difficult to be profitable unless R:R is 2:1+
Things to watch for
Win rate changes over time as your sample grows. Early on, 10 trades is not enough to know your true win rate. Wait for at least 50-100 trades before drawing conclusions. Also, break-even trades (P&L of exactly $0) are not counted as wins.
How to improve it
Be more selective with entries. Only take setups that meet all your criteria. Saying no to marginal setups is one of the fastest ways to improve win rate.
Profit Factor#
The ratio of everything you have made to everything you have lost. It tells you how many dollars you earn for every dollar you give back.
Profit factor is the ultimate measure of edge. A profit factor of 1.5 means for every $1 you lose, you make $1.50 back. Below 1.0 means you are a net loser. This single number captures whether your trading system works.
How it is calculated
Profit Factor = Gross Profit / Gross Loss
Example: if you made $15,000 in total winning trades and lost $10,000 in total losing trades, your profit factor is 1.5.
Ranges
- Above 3.0: excellent (or very small sample size)
- 1.5 to 3.0: solid, healthy edge
- 1.0 to 1.5: marginal, break-even zone
- Below 1.0: losing money, something needs to change
Things to watch for
A very high profit factor (above 5.0) is usually a sign of a small sample size rather than trading genius. As your sample grows, profit factor tends to settle into a more realistic range. Also, one extremely large winning trade can inflate this number significantly.
How to improve it
There are two ways: increase the size of your winners (let trades run to target) or decrease the size of your losers (use tighter stops or exit losing trades earlier). Start with whichever is easier for your personality.
Avg R:R#
Your average reward-to-risk ratio across all closed trades. It compares how much you typically win to how much you typically lose.
R:R tells you the efficiency of your exits. A trader who risks $100 to make $200 on average (2:1 R:R) can be profitable even with a 40% win rate. A trader who risks $200 to make $100 (0.5:1 R:R) needs a 70%+ win rate just to break even.
How it is calculated
Avg R:R = Average Winning Trade / Average Losing Trade
Example: if your average win is $174 and your average loss is $100, your R:R is 1.74.
Ranges
- Above 2.0: excellent risk-adjusted returns
- 1.5 to 2.0: solid, works well with 45%+ win rate
- 1.0 to 1.5: workable but needs 50%+ win rate
- Below 1.0: your losers are bigger than your winners
Things to watch for
R:R is based on actual results, not planned levels. Your planned R:R might be 2:1 but if you keep closing winners early and holding losers, the actual R:R will be much worse. Compare planned vs actual R:R to spot this problem.
How to improve it
Set take profit levels at least 1.5x your stop loss and trust the target. Track how often you manually close trades before they hit TP. If it is frequent, practice patience or use a set-and-forget approach.
Expectancy#
The average amount you can expect to make (or lose) per trade over the long run. It is the most honest single number about your trading system.
Expectancy combines win rate and R:R into a dollar figure. A positive expectancy means that if you keep taking trades, you will make money over time. A negative expectancy means the opposite, no matter how good individual trades feel.
How it is calculated
Expectancy = (Win Rate x Avg Win) - (Loss Rate x Avg Loss)
Example: with a 55% win rate, $180 avg win, and $140 avg loss, expectancy = (0.55 x $180) - (0.45 x $140) = $99 - $63 = +$36 per trade.
Ranges
- Positive (any amount): your system has an edge
- Near zero: break-even, transaction costs may eat your edge
- Negative: you are losing money per trade on average
Things to watch for
Expectancy assumes your future trades will be similar to your past trades. If you change your strategy, your expectancy changes too. Also, transaction costs (spread, commission, swap) are included in the P&L, so they are already baked into this number.
How to improve it
Expectancy improves when either your win rate goes up, your average win goes up, or your average loss goes down. Look at which of those three is the weakest link in your system and focus there.
Total Trades#
The total number of trades that have been closed on this account.
Sample size matters enormously. With 10 trades, your statistics are unreliable. With 100, they start to become meaningful. With 500+, you can trust them. This number tells you how much weight to give to all your other metrics.
How it is calculated
A simple count of all closed trades. Open trades are not included.
Ranges
- 500+ trades: large sample, statistics are reliable
- 100 to 500: moderate sample, trends are meaningful
- 30 to 100: small sample, take metrics with a grain of salt
- Below 30: too few trades to draw conclusions
Things to watch for
More trades is not always better. A trader who takes 200 high-quality trades per year will outperform one who takes 2,000 mediocre trades. Total trades only tells you sample size, not quality.
How to improve it
This is not really a metric to improve. It grows naturally as you trade. What matters is that each trade is taken with a clear reason and follows your trading plan.
Avg Duration#
The average time between opening and closing a trade across all your closed positions.
Duration reveals your actual trading style regardless of what you call yourself. If you say you are a swing trader but your average duration is under a quarter of an hour, the data tells a different story.
How it is calculated
Avg Duration = Sum of (Close Time - Open Time) for all trades / Total Trades
Displayed in human-readable format: minutes, hours, or days.
Ranges
- Scalping: under a quarter of an hour
- Day trading: a quarter of an hour to a few hours
- Swing trading: hours to days
- Position trading: days to weeks
Things to watch for
Average duration can be pulled by outlier trades. One trade held for a week among hundreds of 5-minute scalps will distort the average. Look at the distribution in the History tab for a clearer picture.
How to improve it
If winning trades have shorter durations than losing trades, you might be closing winners too quickly and holding losers too long. Compare average hold time for wins vs losses in your journal.
Win / Loss#
This block groups four related metrics about the size of your wins and losses.
Avg Win
The average profit of your winning trades. Calculated by dividing your total gross profit by the number of winning trades. Look at this alongside Avg Loss. If your average win is smaller than your average loss, you need a win rate above 50% to be profitable.
Avg Loss
The average loss on your losing trades. Calculated by dividing your total gross loss by the number of losing trades. Ideally, this should be smaller than your average win. If it is not, focus on cutting losers faster or widening your targets.
Best Trade
Your single most profitable trade ever. This is useful context but be careful not to rely on it. If your best trade accounts for a large percentage of your total profit, your results may not be sustainable.
Worst Trade
Your single largest loss. Compare this to your risk rules. If your worst trade is several times larger than your configured risk per trade, it means you had a trade where your risk management failed, whether through a gap, slippage, or deliberately moving your stop loss.
Streaks#
Streaks show the momentum and rhythm of your trading. They help you understand the natural variance in your results.
Max Consecutive Wins
The longest streak of back-to-back winning trades in your history. Large numbers feel great but can also lead to overconfidence. After a long winning streak, traders often increase size or take lower-quality setups, which ends the streak badly.
Max Consecutive Losses
The longest streak of back-to-back losing trades. This is crucial for risk management. If your max losing streak is 8, you need enough capital to survive 8 losses in a row without breaching your drawdown limit. Use this to calibrate your position size.
Current Streak
Your active winning or losing streak right now. Shown as "2W" (2 consecutive wins) or "3L" (3 consecutive losses). If you are on a losing streak approaching your maximum, consider pausing to reset mentally.
Avg Win Streak
The average length of your winning streaks. If this is 3.4, it means you typically win about 3-4 trades in a row before a loser comes along. This sets realistic expectations so you do not feel like something is wrong when a streak ends.
MFE / MAE#
MFE and MAE measure what happened during each trade before it closed. They are some of the most powerful diagnostic metrics available.
Avg MFE (Maximum Favorable Excursion)
The average maximum profit each trade reached before it was closed. It shows the best-case scenario that occurred during each trade.
If your average MFE is much higher than your average actual profit, you are consistently exiting trades too early. The trade went further in your favor, but you did not capture it.
How it is calculated
For each trade, the EA records the highest unrealized profit it reached. MFE is the average of these peak values across all trades.
Ranges
- MFE close to actual profit: you are capturing most of the move
- MFE 2x+ actual profit: you are leaving money on the table
- MFE much higher than profit: significant early exit problem
Things to watch for
MFE is always at least as large as the actual profit (for winners). Do not expect them to be equal because some retracement before close is normal. A gap of 10-20% is healthy.
How to improve it
Use trailing stops instead of fixed take profits. This lets you capture more of the move without needing to predict exactly where price will reverse.
Avg MAE (Maximum Adverse Excursion)
The average maximum loss each trade experienced before closing. It shows the worst point each trade reached while it was still open.
If your average MAE is much higher than your average actual loss, your trades are going deep into the red before recovering. This means your entries might be poorly timed, or your stop losses are too wide.
How it is calculated
For each trade, the EA records the deepest unrealized loss during the trade. MAE is the average of these worst-point values.
Ranges
- MAE close to actual loss: entries are well-timed
- MAE 2x actual loss: entries could be better, but trades recover
- MAE much larger than SL: you may be moving stops or not using them
Things to watch for
High MAE on winning trades means your trades go significantly against you before turning profitable. This works but is psychologically brutal and increases the chance of a stop-out on trades that would have won.
How to improve it
Work on entry timing. Wait for better confirmation before entering. Even a small improvement in entry price can dramatically reduce MAE.
Trade Efficiency
The percentage of each trade's maximum favorable move that you actually captured. It measures how good your exits are.
Trade efficiency tells you whether you are leaving money on the table. A 50% efficiency means you are only capturing half of what the trade offered.
How it is calculated
Trade Efficiency = Actual P&L / MFE x 100
Only calculated for winning trades. A trade that made $100 with an MFE of $150 has 66.7% efficiency.
Ranges
- Above 60%: capturing most of the move
- 40% to 60%: average, some room to improve exits
- Below 40%: leaving significant money on the table
Things to watch for
100% efficiency is not realistic or even desirable. It would mean you perfectly timed every exit at the absolute top, which is impossible. Aim for 50-70% as a realistic target.
How to improve it
Experiment with different exit strategies: trailing stops, partial closes at milestones, or time-based exits. Track which approach gives you the highest efficiency.
Edge Ratio
The ratio of your average MFE to your average MAE. It tells you whether your trades tend to move in your favor more than against you.
An edge ratio above 1.0 means your trades typically see more upside than downside during their lifetime. This is a strong indicator that your entries have a genuine edge.
How it is calculated
Edge Ratio = Avg MFE / Avg MAE
Example: if your avg MFE is $1.87 and avg MAE is $1.73, your edge ratio is 1.08.
Ranges
- Above 1.5: strong edge, trades consistently move in your favor
- 1.0 to 1.5: slight edge, your entries are decent
- Below 1.0: trades move against you more than for you, entries need work
Things to watch for
An edge ratio below 1.0 does not necessarily mean you are unprofitable. If your risk management is good enough to cut losers and let winners run, you can still make money. But an edge ratio above 1.0 makes everything easier.
How to improve it
Focus on entry quality. Wait for more confirmation before entering trades. Better entries naturally lead to higher MFE and lower MAE.
Performance by Direction#
This block splits your results into Long (Buy) and Short (Sell) trades. For each direction, it shows the total P&L, a progress bar showing the proportion of trades, and the trade count with win rate.
Most traders have a directional bias even if they do not realize it. You might be 60% win rate on long trades but only 40% on shorts. If the data shows a clear imbalance, consider focusing on your stronger direction or working specifically on improving the weaker one.
If one direction shows a significantly lower win rate over a large sample size (100+ trades), it might be worth reducing size or frequency in that direction rather than eliminating it entirely.
Advanced Analytics#
Available on the paid plan. This block shows six advanced metrics in a grid:
Sharpe Ratio
Measures your risk-adjusted return. It tells you how much return you earn per unit of risk (volatility). A higher Sharpe means your returns are smoother and more consistent. Above 1.0 is good. Above 2.0 is excellent.
Avg R-Multiple
The average multiple of your risk that each trade returns. If you risk $100 per trade and your average R-multiple is 0.5R, you are making half your risk per trade on average.
Recovery Factor
Net profit divided by maximum drawdown. It shows how quickly you bounce back from losses. A recovery factor of 3.0 means your total profit is 3x your worst drawdown.
Luck Score
An estimate of how much your results are driven by skill vs luck. It compares your actual results to what random chance would produce with similar trade parameters. Higher means more skill. This is a proprietary calculation that considers multiple factors including consistency, drawdown recovery, and result distribution.
Avg Monthly P&L
Your average monthly profit or loss across all months where you had trading activity. This gives you a baseline expectation for any given month.
Profitable Months %
The percentage of months that ended net positive. Above 60% means you are consistently profitable month over month. Below 50% means you have more losing months than winning months.
P&L by Symbol#
A table showing your performance broken down by trading instrument. Each row shows the symbol, number of trades, win rate, and total P&L. Sorted by P&L to show your most and least profitable pairs.
Use this to identify which instruments work for you and which do not. If you trade 15 pairs but only 3 are consistently profitable, you should seriously consider narrowing your focus. Trading fewer pairs well is almost always better than trading many pairs mediocrely.
Trade P&L Distribution#
A histogram (bar chart) showing the distribution of your individual trade outcomes. The x-axis shows P&L ranges (buckets) and the y-axis shows how many trades fell in each bucket. Green bars are profit buckets, red bars are loss buckets.
A healthy distribution looks like a bell curve shifted slightly to the right of zero. If you see a long left tail (many large losers) but no corresponding right tail, your risk management needs attention. If the distribution is tightly clustered around zero, you might be trading too small or cutting trades too quickly.
Open Trades#
The Open Trades tab shows every position that is currently live on your account. It updates automatically as the EA syncs, so what you see here reflects the real state of your account with only a brief delay.
Table Columns#
Each open trade is displayed as a row with the following columns:
Symbol
The instrument being traded, such as EURUSD, XAUUSD, or NAS100. This is the pair or asset your position is open on.
Direction
Whether the trade is a Buy (long) or Sell (short). Shown as a colored badge so you can quickly scan your directional exposure.
Lots
The position size in standard lots. This is the volume of the trade as it was opened on your broker.
Open Price
The price at which the trade was entered. For buy trades this is the ask price at entry, for sell trades this is the bid price.
P&L
The current unrealized profit or loss on the trade in your account currency. Green means the trade is in profit, red means it is in a loss. This value changes with every sync as the market moves.
Duration
How long the trade has been open, shown in a readable format like "2h 14m" or "3d 6h". Useful for spotting trades that have been running longer than intended.
Notes
A small icon indicator showing whether you have added any notes or annotations to this trade. Trades with notes show a filled icon.
Trade Annotation#
Click on any row in the open trades table to expand it and reveal the annotation panel. From here you can add notes, assign tags, and give the trade a rating. This is useful for recording your reasoning while a trade is still live, so you can review it later whether the trade wins or loses.
Annotations you add to open trades carry over when the trade closes. They appear in your History tab and in your Journal, so anything you write here becomes part of your permanent trade record. For a full breakdown of the annotation system and all available fields, see the Journal section of these docs.
Trade History#
The History tab is your complete record of every closed trade on the account. It supports sorting, filtering, pagination, and column customization so you can find exactly the trades you are looking for.
Available Columns#
The history table supports 15 columns. Not all are visible by default. Use the gear icon in the top right corner of the table to toggle which columns are shown.
Symbol
The instrument that was traded. Always visible.
Direction
Buy or Sell. Shown as a colored badge.
Lots
The position size in standard lots.
Open Price
The price at which the trade was opened.
Close Price
The price at which the trade was closed.
P&L
The realized profit or loss in your account currency. This is the final result after the trade has closed.
Swap
The overnight financing charge (or credit) applied to the trade for holding it past the daily rollover time. Can be positive or negative.
Commission
The broker commission charged on the trade. This is typically per-lot and deducted when the trade opens and closes.
MFE
Maximum Favorable Excursion. The highest unrealized profit the trade reached before closing. Shows how much the trade moved in your favor at its peak.
MAE
Maximum Adverse Excursion. The deepest unrealized loss the trade experienced before closing. Shows the worst point the trade hit while it was open.
SL
The stop loss price that was set on the trade. If no stop loss was used, this column is blank for that trade.
TP
The take profit price that was set on the trade. If no take profit was used, this column is blank.
Open Time
The date and time the trade was opened, shown in your local timezone.
Close Time
The date and time the trade was closed, shown in your local timezone.
Duration
The total time the trade was open, from entry to exit. Displayed in a readable format like "4h 22m" or "1d 8h".
Filters#
Four filters sit above the table to help you narrow down the trades displayed. Filters can be combined, so you could filter for only EURUSD sells that were winners in the last 30 days.
Pair
Filter by trading instrument. Select one or more symbols to show only trades on those pairs. Useful when reviewing your performance on a specific instrument.
Direction
Filter by Buy or Sell. Use this to isolate your long trades from your short trades and compare how each direction performs.
Result
Filter by Win or Loss. Wins are trades with a positive P&L, losses are trades with a negative P&L. Handy when you want to study only your losing trades to find patterns.
Date Range
Filter by a specific time period. Pick a start and end date to see only trades that closed within that window. Useful for reviewing a particular week, month, or trading session.
Pagination and Column Settings#
The history table paginates your trades to keep things fast and readable. You can choose how many rows to show per page: 10, 20, 50, or 100. Page navigation buttons appear at the bottom of the table.
The gear icon in the top right corner of the table opens the column visibility settings. From there you can toggle any of the 15 columns on or off. Your column preferences are saved, so you only need to configure this once.
If your table feels cluttered, start with just Symbol, Direction, P&L, Duration, and Close Time. You can always add more columns later as you need them.
Trade Annotation#
Just like in the Open Trades tab, clicking any row in the history table expands it to reveal the annotation panel. You can add notes, tags, and a rating to any closed trade. This is the same annotation system used everywhere in Oathra, and everything you write here appears in your Journal as well.
Annotating closed trades after the fact is a powerful review practice. Go through your recent trades at the end of each day or week, note what you did well and what you would do differently, and tag trades by setup type so you can filter them later.
Risk Metrics#
The Risk tab is where you find out how safe or dangerous your trading really is. Profitability is only half the picture. Two traders can both make 10% a month, but if one risks blowing up every quarter and the other never drops more than 3%, they are in completely different positions. This tab gives you the numbers to know which one you are.
Sharpe Ratio#
A measure of risk-adjusted return. It tells you how much return you are earning for each unit of volatility in your results. A higher Sharpe means your returns are smoother and more predictable relative to the swings in your equity.
Two traders can both make 5% a month, but if one does it with steady daily gains and the other swings between +20% and -15% before landing on +5%, their risk profiles are completely different. The Sharpe Ratio captures that difference in a single number. It is the industry standard for comparing risk-adjusted performance.
How it is calculated
Sharpe = (Average Return - Risk-Free Rate) / Std Dev of Returns
In practice for active traders, this simplifies to: average daily P&L divided by the standard deviation of daily P&L. The risk-free rate is typically set to 0 for short-term trading, because your holding periods are so short that the risk-free alternative would earn effectively nothing.
Ranges
- Above 2.0: excellent, very consistent returns for the risk taken
- 1.0 to 2.0: good, solid risk-adjusted performance
- 0.5 to 1.0: mediocre, returns are choppy relative to the risk
- Below 0.5: poor, you are taking a lot of risk for not much return
Things to watch for
Sharpe is very sensitive to the time period you measure. A single great week can inflate it, and a single bad week can crush it. You need at least 3 months of trading data before this number starts to mean something. Also, the Sharpe Ratio treats upside volatility the same as downside volatility, which penalizes traders who have occasional large winners. If that describes you, look at the Sortino Ratio instead.
How to improve it
Focus on consistency. Reduce the variance in your daily results by using consistent position sizing and avoiding outsized bets. Cutting your worst losing days will improve Sharpe faster than increasing your best winning days.
Sortino Ratio#
A variation of the Sharpe Ratio that only penalizes downside volatility. Where Sharpe treats all volatility as risk, Sortino recognizes that upside swings are actually a good thing. Only negative returns count as risk in the denominator.
If you are a trader who takes mostly small, consistent wins but occasionally hits a big winner, the Sharpe Ratio will penalize you for that big winner because it increases volatility. The Sortino fixes this by only looking at the bad kind of volatility. It gives a more accurate picture of risk-adjusted returns for traders with asymmetric payoff profiles.
How it is calculated
Sortino = Average Return / Downside Deviation
Downside deviation is calculated like standard deviation, but only negative returns are included. Positive returns are treated as zero when computing the denominator. This means big winning days do not inflate your risk measure.
Ranges
- Above 2.0: excellent, strong returns with controlled downside
- 1.0 to 2.0: good, downside risk is well managed
- 0.5 to 1.0: mediocre, losing days are too volatile
- Below 0.5: poor, downside risk is dominating your returns
Things to watch for
Sortino will always be equal to or higher than Sharpe because it ignores upside volatility. If your Sortino is much higher than your Sharpe, it confirms that most of your volatility comes from the upside, which is a positive sign. If Sortino and Sharpe are nearly equal, it means your volatility is mostly coming from losing days.
How to improve it
The most direct way to improve Sortino is to reduce the size and frequency of your losing days. Tighter stop losses, smaller position sizes on uncertain setups, and avoiding trading during high-impact news can all help reduce downside deviation.
Max Drawdown#
The largest peak-to-trough decline in your account equity at any point in your history. It measures the worst-case scenario that actually happened to your account.
Max drawdown is arguably the most important risk metric, especially for prop firm traders. It tells you the absolute worst experience your account has been through. If your max drawdown is 15%, you need to be comfortable knowing that at some point your account dropped 15% from its peak before recovering. And the next drawdown could be bigger.
How it is calculated
Max DD = (Peak Equity - Lowest Equity After Peak) / Peak Equity x 100
The system tracks your equity high water mark continuously. Whenever equity drops below that mark, the percentage decline is recorded. The largest such decline ever recorded is your max drawdown.
Ranges
- Below 5%: conservative, well-controlled risk
- 5% to 10%: moderate, typical for disciplined traders
- 10% to 20%: aggressive, approaching danger zone
- Above 20%: dangerous, account survival is at risk
Things to watch for
Max drawdown only goes up. It can never decrease because it represents the worst that has ever happened. A single bad day or week can permanently change this number. Also, max drawdown is critical for prop firms because most funded accounts have hard limits between 5% and 10%. Breaching that limit means you lose the account instantly, regardless of your overall profitability.
How to improve it
Use consistent position sizing, set daily loss limits, and stop trading when you hit them. The biggest drawdowns almost always come from revenge trading after a losing streak or oversizing in an attempt to recover losses quickly.
Current Drawdown#
How far your account equity currently sits below its all-time high water mark. A current drawdown of 0% means you are at a new equity high right now. Any positive number means you are in a drawdown and have not yet recovered to your previous peak.
Current drawdown tells you where you stand right now relative to your best. If you are in a 3% drawdown, you know exactly how much further you can go before hitting your max DD limit. For prop firm traders, this is the number you watch every single day.
How it is calculated
Current DD = (HWM - Current Equity) / HWM x 100
HWM is your high water mark, which is the highest equity your account has ever reached. When your current equity matches or exceeds HWM, your drawdown is 0%.
Ranges
- 0%: at a new high, no drawdown
- 1% to 3%: normal fluctuation for most strategies
- 3% to 7%: meaningful drawdown, stay disciplined
- Above 7%: deep drawdown, consider reducing size
Things to watch for
Current drawdown changes in real time as your open positions move. It includes floating (unrealized) P&L, so it can spike during volatile markets even if you have not closed any trades. Do not confuse current drawdown with max drawdown. Current is where you are now. Max is the worst it has ever been.
How to improve it
The best way to recover from drawdown is not to try to recover from drawdown. Stick to your normal strategy and normal size. Traders who increase size to recover faster almost always make the drawdown worse.
Recovery Factor#
The ratio of your total net profit to your maximum drawdown. It measures how much profit you have generated relative to the worst pain your account has experienced.
Recovery factor answers the question: was the drawdown worth it? A recovery factor of 5.0 means you have made 5 times your worst drawdown in total profit. That drawdown, while painful at the time, was a small price to pay. A recovery factor below 1.0 means your total profit has not even exceeded your worst drawdown yet, which suggests the strategy might not be worth the stress.
How it is calculated
Recovery Factor = Net Profit / Max Drawdown
Example: if your net profit is $3,600 and your max drawdown was $1,000, your recovery factor is 3.6. Both values use the account currency.
Ranges
- Above 3.0: excellent, profits far exceed your worst drawdown
- 1.0 to 3.0: decent, you are ahead but the margin is not huge
- Below 1.0: concerning, max drawdown still exceeds total profit
Things to watch for
Recovery factor naturally improves over time as profits accumulate while max drawdown stays fixed (unless you have a new worst drawdown). A new trader might have a low recovery factor simply because they have not been trading long enough, not because their strategy is bad. Give it time before judging.
How to improve it
There are two ways to improve recovery factor: increase net profit by trading your edge consistently, or prevent deeper drawdowns through strict risk management. Both sides of the equation matter.
Longest Drawdown#
The longest continuous period of time, measured in days, that your account spent in a drawdown before recovering to a new equity high. It is not about depth but about duration.
A 3% drawdown that lasts 3 days is very different from a 3% drawdown that lasts 60 days. The percentage might be the same, but the psychological impact is night and day. Longest drawdown measures your mental endurance, not just your financial resilience. If you know your longest drawdown was 45 days, you can prepare yourself for that kind of wait in the future.
How it is calculated
The system tracks every period between equity highs. Whenever you hit a new high water mark, the drawdown duration counter resets to zero. The longest gap between two consecutive high water marks is your longest drawdown period.
Ranges
- Under 14 days: short recovery periods, likely a high-frequency strategy
- 14 to 30 days: typical for day traders and swing traders
- 30 to 60 days: extended, can be psychologically challenging
- Above 60 days: very long, consider whether the strategy still works
Things to watch for
Longest drawdown duration depends heavily on how frequently you trade. A trader who takes 5 trades a day will naturally have shorter drawdown durations than one who takes 5 trades a week, because there are more opportunities to recover. Compare this number relative to your trading frequency, not in absolute terms.
How to improve it
You cannot directly shorten a past drawdown, but you can prepare for future ones. Have a clear plan for what you do during extended drawdowns: reduce size, go back to demo, or take a planned break. The worst thing you can do is panic and change your entire strategy.
Risk of Ruin#
The mathematical probability that you will lose your entire account, or hit your maximum drawdown limit, based on your current trading statistics. It takes your win rate, average win size, average loss size, and risk per trade and runs the numbers to estimate how likely a catastrophic outcome is.
This is the single most important number for account survival. A trader can have a positive expectancy and still blow up if their position sizing is too aggressive. Risk of ruin quantifies that danger. Even a small positive edge can lead to ruin if you bet too large on each trade.
How it is calculated
The calculation uses your win rate, average win, average loss, and risk per trade as inputs to a mathematical probability model. It simulates the likelihood of a sequence of losses large enough to deplete your account or breach your drawdown limit. The exact formula involves exponential probability functions, but the important thing is the output: a percentage chance of ruin.
Ranges
- Below 1%: negligible, your account is very safe at current sizing
- 1% to 5%: low, but not zero, keep an eye on position sizing
- 5% to 25%: moderate, you should reduce risk per trade
- Above 25%: high, your account is in serious danger, reduce size immediately
Things to watch for
Risk of ruin assumes your future performance will match your historical statistics. If your win rate drops or your average loss increases, the actual risk of ruin will be higher than calculated. Also, this number is extremely sensitive to risk per trade. Going from 1% to 2% risk per trade can change your risk of ruin from negligible to significant.
How to improve it
The fastest way to reduce risk of ruin is to decrease your risk per trade. Even a small reduction from 2% to 1.5% can cut your risk of ruin dramatically. Beyond that, improving your win rate or reducing your average loss size will also help.
Drawdown Gauges#
The four circular gauges at the top of the Risk tab give you an instant visual snapshot of your account health. Each gauge fills and changes color based on how close you are to a limit or danger zone.
Current DD
Shows your current drawdown as a percentage of your configured max drawdown limit. If your limit is 10% and you are in a 3% drawdown, the gauge shows 30% filled. Green when low, yellow when approaching half, red when nearing the limit.
Daily Loss
Shows how much of your daily loss limit you have used today. Resets every day at midnight server time. If your daily limit is 2% and you have lost 0.8% today, the gauge shows 40% filled. This is your guardrail for the current trading session.
Max DD
Your all-time maximum drawdown displayed as a gauge. This does not have a configurable limit because it simply records history, but the color coding uses the same thresholds as the current DD gauge to indicate severity.
Open Risk
The total floating (unrealized) loss across all your currently open positions, shown as a percentage of your account balance. This tells you how much your account would drop if every open trade hit its worst point right now. Green when minimal, red when your open positions are carrying significant unrealized loss.
The gauges use three color zones: green (safe), yellow/amber (caution), and red (danger). The thresholds are based on your account settings. If you have configured a 5% max DD limit, the gauge will turn red earlier than someone with a 10% limit.
Drawdown Limits#
The drawdown limit bars show your daily and overall drawdown as horizontal progress bars relative to your configured limits. These limits are set in your account settings and correspond to your prop firm rules or personal risk tolerance.
Daily DD Bar
Tracks your loss for the current day against your daily drawdown limit. The bar fills from left to right as you accumulate losses. When the bar reaches 100%, your daily limit is breached.
Max DD Bar
Tracks your overall drawdown against your maximum drawdown limit. This is the cumulative version and does not reset daily.
BREACHED Badge
When either bar reaches 100%, a red BREACHED badge appears next to it. This is a hard visual warning that you have exceeded your limit. For prop firm traders, this typically means you have violated a rule. For personal accounts, it means you have crossed your own risk boundary and should stop trading for the day (daily) or reassess your strategy (max).
Drawdown Over Time#
This area chart plots your drawdown percentage over your entire trading history. The x-axis is time and the y-axis is drawdown depth (inverted, so deeper drawdowns go further down on the chart). The area is filled to make drawdown periods visually obvious.
A horizontal reference line marks your maximum drawdown, so you can see at a glance where the worst point was and how it compares to your current position. Ideally, you want to see a chart that stays shallow and recovers quickly. Deep, prolonged dips indicate periods where your strategy was struggling or your risk management was loose.
Hover over any point on the chart to see the exact date, drawdown percentage, and account equity at that moment. This helps you correlate drawdown events with specific trades or market conditions.
Safe to Risk#
The dollar amount you can still afford to lose today before hitting your daily drawdown limit. It gives you a concrete number you can use to size your next trade.
Knowing your safe-to-risk amount prevents you from accidentally breaching your daily limit. Instead of guessing whether you can afford another trade, you get an exact figure. This is especially critical for prop firm traders where breaching the daily limit can mean losing the account.
How it is calculated
Safe to Risk = (Balance x Daily DD Limit %) - Today's Losses
Example: if your balance is $100,000, your daily DD limit is 2%, and you have already lost $800 today, your safe to risk is ($100,000 x 0.02) - $800 = $1,200.
Ranges
- Above 75% of daily limit remaining: plenty of room
- 25% to 75% remaining: trade carefully, you have used some of your budget
- Below 25% remaining: consider stopping for the day
Things to watch for
Safe to risk is based on realized losses only. If you have open trades with floating losses, those are not subtracted yet. Close your losers first before relying on this number. Also, this assumes your balance is accurate and up to date, which it will be as long as your EA is syncing.
How to improve it
You do not improve safe to risk directly. It improves by having fewer losing trades in the day. If you consistently run out of daily budget early in the session, you are either trading too aggressively or taking too many setups.
Below the safe-to-risk amount, you will see pre-calculated trade sizes at common risk levels. "At 1% risk" shows how many dollars you can risk per trade if you use 1% of your balance, along with how many such trades fit in your remaining daily budget. "Max single trade" shows the absolute maximum you could risk on a single trade before breaching your daily limit.
Drawdown Recovery#
Available on the paid plan.
The Drawdown Recovery block gives you six metrics that analyze how you behave and perform while in a drawdown. This is not just about what happened, but about predicting when you will recover.
Current Depth
Your current drawdown percentage. Same as the Current DD gauge but shown here for context alongside the other recovery metrics.
Longest DD Period
The longest drawdown in days across your entire history. This sets the upper bound for how long recovery has taken you in the past.
Trades During DD
How many trades you have taken during your current drawdown. If this number is growing fast without the drawdown shrinking, you may be overtrading in an attempt to recover.
WR During DD
Your win rate specifically during the current drawdown period. If this is significantly lower than your overall win rate, it suggests the drawdown is affecting your decision-making. If it is close to your normal win rate, the drawdown is likely just normal variance.
Past Avg Recovery
The average number of days it has taken you to recover from past drawdowns. This gives you a realistic timeline based on your history.
Est. Recovery
An estimated number of days to recover from the current drawdown, based on your current depth and your historical recovery rate. This is a rough projection, not a guarantee, but it helps set expectations.
Risk Profile Summary#
The Risk Profile Summary is a compact table that pulls together the metrics most relevant to your overall risk posture. It is designed to answer one question: is this trader managing risk well?
R:R Ratio
Your average reward-to-risk ratio across all trades. This is the same metric from the Performance tab, shown here because it is fundamental to risk assessment. Higher means your winners are bigger than your losers.
Avg Risk Per Trade
The average percentage of your account balance risked on each trade. Calculated from your actual stop losses and position sizes. If this consistently exceeds 2%, you are taking on more risk than most professional risk management frameworks recommend.
Profit Factor
Total gross profit divided by total gross loss. Above 1.0 means you are net profitable. Shown here because a strong profit factor is a sign that your risk-taking is being rewarded.
Expectancy
How much you expect to make or lose on each trade on average. Positive expectancy means your system works over time. Negative means it does not, regardless of how individual trades feel.
Luck Score
A proprietary estimate of how much your results are driven by skill versus luck. It compares your actual outcomes to what random chance would produce with similar parameters. Higher scores indicate more skill-driven results.
Profitable Months
The percentage of calendar months where your total P&L was positive. This measures consistency over time. A trader with 80% profitable months is in a much better position than one with 50%, even if their total P&L is similar.
Exposure Analysis#
Exposure Analysis shows your current market exposure in real time. It answers the question: how much of my account is at risk right now?
Open Positions
The number of trades currently open on this account. More positions means more exposure. Some prop firms limit the number of simultaneous positions.
Total Lots
The combined lot size across all open positions. This gives you a sense of your total market exposure in absolute terms. Two 0.50 lot positions on different pairs have a combined exposure of 1.00 lots.
Floating P&L
The unrealized profit or loss across all open positions. This number changes every tick. A large negative floating P&L means your open trades are going against you and contributing to your current drawdown.
Margin Used
The amount of your account balance locked up as margin for your open positions. Higher margin usage means less free margin available for new trades or to absorb losses on existing ones.
Margin Level
Your equity divided by used margin, shown as a percentage. Above 500% is comfortable. Below 200% is getting tight. Below 100% triggers a margin call, and your broker will start closing your positions automatically. This is the metric that determines whether your account can survive its current exposure.
Advanced Risk Metrics#
Available on the paid plan.
These 12 advanced metrics go beyond the basics and are used by professional risk managers, hedge funds, and quantitative analysts. They provide deeper insight into the shape, consistency, and tail behavior of your returns.
Calmar Ratio
Annualized return divided by maximum drawdown. It tells you how much return you are getting per unit of worst-case pain. Higher is better. A Calmar above 3.0 is considered excellent. Unlike Sharpe, it uses actual drawdown rather than volatility, making it more intuitive for traders who think in terms of account equity.
Omega Ratio
The ratio of the probability-weighted gains to the probability-weighted losses relative to a threshold (usually 0). Unlike Sharpe and Sortino, Omega captures the entire return distribution, including fat tails. A value above 1.0 means gains outweigh losses. It is more complete than Sharpe because it does not assume returns follow a normal distribution.
Ulcer Index
Measures the depth and duration of drawdowns combined into a single number. Unlike max drawdown which only captures the single worst event, the Ulcer Index accounts for all drawdowns and how long they lasted. Lower is better. A high Ulcer Index means your equity curve is painful to hold through.
VaR 95% (Value at Risk)
The maximum expected loss on any single day at a 95% confidence level. If your VaR is $420, it means that 95% of the time your daily loss will not exceed $420. The other 5% of the time, it could be worse. This is the standard risk measure used by banks and institutions.
CVaR 95% (Conditional Value at Risk)
Also called Expected Shortfall. When VaR is breached (the worst 5% of days), CVaR tells you the average loss on those days. It answers the question: when things go really wrong, how wrong do they go? Always larger than VaR. This is a more conservative risk measure and is increasingly preferred over VaR by regulators.
Skewness
Measures the asymmetry of your return distribution. Positive skewness means you have more large positive outliers (big winners), which is desirable. Negative skewness means you have more large negative outliers (big losers), which is dangerous. Most losing traders have negative skewness because they cut winners and hold losers.
Kurtosis
Measures how fat the tails of your return distribution are. Higher kurtosis means more extreme outcomes (both large wins and large losses) than a normal distribution would predict. High kurtosis is a warning sign that your results are more prone to extreme events, which means simple risk models may underestimate your actual risk.
SQN (System Quality Number)
Created by Van Tharp, SQN measures the quality of your trading system by combining expectancy and consistency. It is calculated as the square root of the number of trades times the average R-multiple divided by the standard deviation of R-multiples. Above 2.0 is tradeable, above 3.0 is excellent, above 5.0 is superb. One of the best single metrics for system quality.
K-Ratio
Measures the consistency of your equity curve by fitting a linear regression to your cumulative returns. A high K-Ratio means your equity grows steadily over time. A low K-Ratio means your equity is choppy with long flat or negative periods. It captures what the equity curve looks like, not just where it ends up.
Gain/Pain Ratio
Total return divided by the absolute value of all monthly losses. Similar to profit factor but calculated on a monthly basis. A ratio above 1.0 means your cumulative gains exceed your cumulative pain (monthly losses). Higher is better, and it rewards consistent monthly performance.
Tail Ratio
The ratio of the right tail (95th percentile) to the left tail (5th percentile) of your return distribution. A tail ratio above 1.0 means your best days are bigger than your worst days in absolute terms. Below 1.0 means your worst days are more extreme than your best days, which is a red flag for risk management.
D-Leverage (Discretionary Leverage)
Measures how much of your available leverage you are actually using on average. Low D-Leverage means you are using a small fraction of your available margin, which is conservative. High D-Leverage means you are using most of your margin capacity, leaving little room for error. It is a practical measure of how aggressively you are positioned relative to what your broker allows.
These advanced metrics require a meaningful sample size to be useful. Most need at least 100 trades and 3 or more months of data before the values stabilize. With fewer data points, the numbers will fluctuate significantly and should not be used for decision-making.
Account Settings#
Account Settings is where you configure everything about a specific trading account. It is split into several sections, each covering a different aspect of how your account behaves within Oathra.
Identity and Basics#
The identity section covers the fundamental details of your account. These are set during the account wizard but can be changed at any time.
Account Nickname
A friendly name for this account, like "FTMO 100k" or "Personal Scalping." This appears everywhere in the app so you can quickly tell your accounts apart.
Status
Active, Paused, or Archived. Active accounts sync normally and show in your dashboard. Paused accounts stop syncing but keep all data. Archived accounts are hidden from view but can be restored later.
Trading Style
Manual, EA, or Hybrid. This labels how you trade the account and helps the AI coach tailor its advice. Manual means you place all trades yourself. EA means an expert advisor handles execution. Hybrid means a mix of both.
Account Type
Personal or Prop Firm. Personal accounts are your own capital. Prop Firm accounts are funded by a proprietary trading firm and have additional settings for tracking challenge rules and payouts.
Platform
MT5 or MT4. This determines the EA version used for syncing and the format of the API key.
Currency
The base currency of your trading account, such as USD, GBP, or EUR. All P&L values are displayed in this currency. If you have multiple accounts in different currencies, the portfolio view handles conversion automatically.
Starting Balance
The balance the account started with. This is used as the baseline for calculating percentage returns, drawdown percentages, and growth metrics. Set this to whatever your balance was when you started tracking.
Alert Configuration#
Configure which alerts are active on this account and set their thresholds. Alerts notify you in real time when something needs attention.
Drawdown Alerts
Two levels for both daily and max drawdown: warning and critical. The warning level gives you an early heads up (for example, at 70% of your daily limit). The critical level fires when you are close to the actual breach point (for example, at 90% of your limit). Use the sliders to set each threshold.
P&L Thresholds
Set profit or loss amounts that trigger a notification. For example, get alerted when daily P&L drops below a certain dollar amount, or when it exceeds a target you have set for the day.
Behavior Alerts
Four behavior-based alerts that fire automatically based on your trading activity. Loss streak alerts trigger after a configurable number of consecutive losses. Overtrade alerts fire when you exceed a set number of trades per day. News alerts warn when you trade during the pre or post news buffer. Health drop alerts fire when your account health score drops below a threshold.
Delivery Method
Choose how you receive alerts: push notification to your phone, in-app notification, or both. Push notifications require the mobile app with notifications enabled.
Data and Sync#
The Data and Sync section manages your account's connection to the EA, data imports and exports, and destructive actions like deleting trade history.
API Keys
Generate, copy, and delete the API key that your EA uses to sync trades to this account. Each account has its own unique key. If you regenerate a key, the old key stops working immediately and you will need to update the EA configuration on your terminal.
Delete Trade History
Permanently delete all trade data for this account. This removes all trades, computed stats, and period data. The account itself remains, but it will be empty as if you just created it. This action cannot be undone.
Delete Account
Permanently delete the entire account, including all trades, settings, and configuration. This is irreversible. You will be asked to confirm by typing the account name before the deletion proceeds.
Deleting trade history or deleting an account cannot be undone. Always export your data first if you think you might need it later.