A goal is a target you set on a number your journal already keeps, scored over a calendar period. Nothing here is a recommendation — every figure on the Goals page is your own target compared against your own record.
Creating a goal
On Goals, choose New goal and pick four things:
- Measure — net P&L, win rate, profit factor, average R, trades closed, trading days, a loss cap, or a drawdown cap.
- Target — the number, and whether it is a floor (at least) or a ceiling (at most). Some measures only make sense one way: a drawdown cap is always a ceiling.
- Period — daily, weekly, monthly, quarterly or yearly. Weeks run Monday to Sunday; months, quarters and years are plain calendar periods.
- Which trades count — all accounts, or just one.
Reading a goal card
- The bar. A floor goal fills toward green as you approach the target. A ceiling fills the other way round: the bar is the allowance being spent, so it turns amber near the limit and red once you are past it.
- Pace. Where the period lands if the rest of it looks like the part already spent. It is a straight-line projection, not a forecast, and it is only shown for measures that accumulate — a win rate does not, so projecting one would be inventing a number.
- Streak. The run of completed periods that met the goal. The current, still-running period is deliberately excluded: counting a period that has not finished would make the streak flicker as the day goes on.
- No trades. A period with no closed trades shows “no trades” rather than 0%. A 0% win rate you did not earn is worse than no number. Counting measures are different — zero trades really is zero trades, and a loss cap really was not breached. Some measures can also read “no data” even when trades are present, because the measure needs something those trades don’t carry. A Net P&L % is measured against your account’s balance (or the account size recorded on the trade, if it has one), so it needs an account balance on file to divide by; Average R needs an entry, an exit and a stop. When neither is available the card names what is missing rather than claiming there were no trades.
Which trades a goal counts
Closed trades only, dated by their exit day — the day the P&L was realized, which is the same day the dashboard calendar puts it on. A trade with no exit date falls back to its entry date. Open positions are not counted: an unrealized number would move the goal up and down all day.
Average R only counts trades that can be measured in R — an entry, an exit and a stop. Every card states how many trades it measured, so a thin sample is visible rather than implied.
Net P&L % is the period’s realized P&L as a percentage of the capital it was traded on. That figure comes from the account size recorded on the period’s own trades — the size on the earliest trade of each account it touched, added together, so a goal covering every account is measured against every account. If none of the period’s trades recorded an account size (common on imported books, where the export doesn’t carry one), the goal shows no data rather than a percentage nobody could check. You can set the size on a trade in the trade form, or per account in Accounts.
Being told about a goal
Two notifications, both of which you can switch off under the Goals category in Settings → Notifications:
- Goal reached — the target was met. Sent once per goal per period, and once more at the end of a period for a ceiling you kept.
- Goal off track — a limit you set has been passed, or a floor goal is behind pace with the period nearly over. It deliberately stays quiet early in a period: being warned on day 2 of a month teaches you to mute the alert.
“It says I reached my goal, but the page shows 25%”
Both are right — they are about different periods. On the first days of a month you can get a Goal reached notification for the month that just ended, while the Goals page shows the month you are in, which has barely started. A notification about a finished period says so: it leads with the period (“Aug 2026 — you hit …”) and states that the period is closed.
The Goals page always shows the current period and nothing else. Past periods live in the row of small dots at the bottom of each card — one per completed period, filled when the goal was reached — and the flame beside them counts how many in a row you have reached. Hover a dot to see which period it is and how it went. For a full write-up of a finished month, use Review.
Plans
Goals are part of Essential and Pro. Essential keeps up to three goals; Pro is unlimited and adds the drawdown cap, which measures the largest peak-to-trough drop of the period's realized equity curve. A paused goal still occupies a slot — it is a goal you kept, not one you deleted.
Deleting a trading account does not delete goals scoped to it: they are moved back to counting all accounts, so nothing you wrote disappears with the account.
Related: The Reports page · Choosing what you get notified about.