Performance Dashboards

1. Performance & Trade Plan Analytics

Tagline: In-depth execution metrics, strategy benchmarking, and historical P&L tracking across all connected trading accounts.

• Multi-Account Aggregation: Consolidate multiple broker and sim accounts into a single dashboard or drill down into individual accounts.

• Core Trading Metrics: Instant visibility into Net Realized P&L, Win Rate (W/L ratio), Profit Factor, Max Drawdown, and total trade volume.

• Interactive Equity & Drawdown Curves: Visualize performance over customizable timeframes (7D, 30D, 90D, YTD, custom) with toggles for Cumulative P&L, Daily returns, and Drawdown.

• Granular Session Breakdowns: Track daily, weekly, and monthly performance with institutional-grade metrics including High Watermark, Cumulative Drawdown, and Maximum Adverse Excursion (MAE).

• Data Portability: One-click CSV export and instant data synchronization for offline journaling and tax preparation.

2. Real-Time Positions & Execution Management

Tagline: Live multi-account position monitoring, active order tracking, and centralized risk controls.

• Unified Live Monitor: Track live open positions, unrealized P&L, and working orders across all broker connections (e.g., Tradovate) in real time.

• Trade Plan Attribution: Monitor which open positions and orders belong to specific automated or manual trade plans.

• Emergency Risk Controls: Execute rapid multi-level risk mitigation with dedicated account-level flatten buttons and a global "Flatten Everything" kill-switch.

• Granular Contract Tracking: Clear visibility into symbol, asset class, direction/size (e.g., Long 2 ES), average fill price, and open P&L.