Dashboard
The dashboard is the page Chartnaut opens on. It answers three questions at a glance: how much you have traded lately, how it went, and how each account is doing this month. Open it any time from Trading → Dashboard. For one trading day with your notes, open the Journal; for every trade with filters, open Trades.
Your numbers for a period
Pick the window above the stats: 7 days, 30 days, 90 days, 1 year or All. Every figure below it updates, and most show the change against the previous window of the same length.
Stat | What it counts |
|---|---|
Trades logged | Closed trades in the period, with a small chart of how they were spread across it |
Win rate | The share of closed trades that finished in profit. Break-even trades count as not winning |
Practice | Time spent in backtest sessions |
Streak | Consecutive days, counting back from today, with at least one closed trade |
Hover a stat's name to see how it is worked out.
Your accounts
In the accounts card, a tab for each of your five most recently active accounts sits beside All accounts. Each tab shows the account's balance, whether it is Live or Demo, and its gain.
Click a tab to open that account's month calendar, with P&L on every day you traded. Click a day to see its trades and orders. For the account's full reports, click it on the Accounts page; Manage an account lists what is there. All accounts puts every connected account on one calendar, with realised P&L totalled per currency so a USD account and a EUR account are never added together.
Add account opens the connect flow.
View all opens Trading → Accounts.
The tab you pick is remembered the next time you open the dashboard.
Getting started
When you are new, a Getting started card lists two first steps:
Create your first Playbook. Create Playbook opens a new playbook.
Run your first backtesting session. Start Simulation opens a new backtest session.
Each row ticks itself off when it is done.