ChartnautDocs

Views on accounts

A view on an account works on every trade closed on that account. It is listed as a report under Your custom reports on the account's Reports, and each account you open gets its own answer: a drawdown view added to your prop account shows your demo account's drawdown when you open that one.

Screenshot to capture · 16:10 · views-on-accounts-reports
An account's Reports list with Your custom reports
Route/morpheus/accounts/manage/<accountId>?tab=detailed
FocusThe Reports list: Create custom report row, Your custom reports section with one view row, then the built-in report sections
StateAn account with closed trades and a published trades view (e.g. drawdown by week) mounted on account.reports
Sourceclient/src/routes/authenticated/morpheus/accounts/ManageAccount/ManageAccount.tsx:690 ReportsListView
An account's Reports list with Your custom reports at the top.

What it works on

The view is handed the account's closed trades and the account itself: its label, currency, broker, status, equity and margin. Each trade carries its symbol, side, size, prices, times, R, P&L and playbook.

It can also read the market's bars for the symbols you traded, your notes and tags, and the account's fills and orders. See How accounts work for what an account holds.

An account hands a view a set of trades, the same as a journal day, a backtest session and a playbook do. A view you build here is offered under Your views on those pages too.

Ideas worth building

Each of these is a description to type after Create custom report.

  • Drawdown by week, with my largest losing streak. The two numbers a funded account lives or dies by.

  • How long each drawdown took to recover, and where I am in the current one. Tells you how deep the current hole is compared with the ones you climbed out of.

  • A daily P&L calendar for this account, with the worst day each month marked. A month on one screen.

  • My largest position size each week, next to that week's result. Shows whether size goes up after wins or after losses.

  • Results by playbook on this account, with expectancy and trade count. Finds the setup that pays for the rest.

  • Average loss against average win, month by month. Catches losses creeping up before the balance shows it.

Adding one

  1. Open Trading → Accounts and open an account.

  2. Open Reports and click Create custom report.

  3. Describe the view, press Build and choose Build it with me.

Add a view covers the rest.