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Insight Tab in Journal

The Insight Tab, along with Tags and Graphs update dynamically with the account(s),  symbol(s), tag(s) and/or date range selected.

Insight breaks down Overall Performance by Winning and Losing trades in addition to:

  • Number of closed trades
  • Percent (Winning/Losing Trades)
  • Total $ Profit/Loss
  • Average Total Profit/Loss
  • Biggest (Winning/Losing Trade)
  • Average Days in Trade


by Support Team

P/L & Duration/Timeline Graphs

Journal Trade Graphs

This tab offers two views of your Closed, Matched or Reconciled trades:  P/L by Trade Duration and P/L by Timeline.  The views update dynamically by Account, Symbols, Date Range and #tags.
The Timeline Graph.

Click/Drag your cursor to adjust/enlarge the orientation view.


Hover your cursor over each graph plot for trade detail.  Circles = Option Trades, Diamonds = Stock Trades.   The Duration View shows P/L and # of Days in the Trade

Timeline View displays P/L on Date Closed or Expiration

SPY Price is displayed on the Timeline View.  Slide your cursor along this graph line to show end-of-day price for that date.


by Support Team

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