The Analytics page is a full-width, in-depth view that goes well beyond the dashboard — it's built to surface behavioral patterns in how you trade. It's organized into segments you switch between at the top, and each is tiered:
Segments
- Overview — headline KPIs and your equity + drawdown curve. Free.
- Performance — by symbol, setup and strategy, R-multiple and P&L distributions. Essential+.
- Time — by hour, weekday and month, holding-time drift, and rolling performance. Essential+.
- Behavior — exit-type, streaks, discipline, fee drag, the dollar cost of mistakes, and AI edge discovery. Pro.
- Risk — Monte Carlo drawdown & ruin simulation. Pro.
Choosing the period
Two controls sit in the page header, and they are one setting between them. The chips — 30D · 60D · 90D · All — are rolling windows counted back from today. The Period button beside them holds the calendar windows, which is how most reviews are actually cut:
- This month and This quarter — from the 1st up to today.
- Year to date — from 1 January up to today.
- Last month, Last quarter, Last year — the whole finished period, both ends fixed.
- A custom range — click a start day and an end day on the calendar. One day clicked twice gives you a single day.
Whatever you pick, the line under the heading spells the window out in dates ("1 Jul 2026 – 31 Jul 2026"), so a screenshot of the page always carries the period it covers. Your choice is remembered on your account, so the page reopens where you left it — on any device.
A trade is placed in the window by its exit date, or by its entry date if it is still open. A trade with no dates at all can be counted as recent but cannot be placed in a finished month, so it appears under the rolling and to-date windows and is left out of "last month"-style windows rather than being counted twice.
The AI panel
On a wide screen, Ask about your trades sits in a column down the right-hand side and stays there as you switch segments, so the figures and the AI reading of them are on screen together. On a narrower window — and on your phone — it moves back underneath the charts. It answers from your own recorded trades and shows which metrics it used; see AI features for what each question costs.
Unsure what a metric means? See the Metrics glossary. The quality of these reports depends on your journaling — tags and mistakes are what make the behavioral cuts meaningful.