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Dashboard

The Dashboard provides a comprehensive overview of your trading performance and activity.

Overview

The Dashboard is your central hub for monitoring:

  • Current trading performance
  • Open positions with real-time P&L
  • Recent trade activity
  • Key performance metrics
  • Quick statistics and charts

Main Sections

Performance Summary

Total P&L: - Lifetime profit/loss across all trades - Color-coded (green for profit, red for loss) - Percentage change indicator

Win Rate: - Percentage of winning trades - Total winners vs. losers - Visual indicator bar

Average Trade: - Mean P&L per trade - Standard deviation - Helps identify consistency

Best/Worst Trade: - Highest profit single trade - Largest loss single trade - Click to view trade details

Open Positions

Real-time tracking of active positions:

Position Details: - Symbol and quantity - Entry price and date - Current market price (live) - Unrealized P&L (real-time) - Position duration

Features: - Auto-refresh every 15 seconds - Color-coded P&L - Click to view full trade details - Quick close position action

Real-time Data

Requires FINNHUB_API_KEY configured for live market prices

Recent Activity

Shows your latest trades:

  • Last 10 trades
  • Entry and exit times
  • P&L for each trade
  • Quick filters by profitability
  • Click any trade to edit

Performance Charts

P&L Over Time: - Daily, weekly, or monthly view - Cumulative P&L line chart - Trend indicators - Interactive tooltips

Trade Distribution: - Winners vs. losers pie chart - Break-even trades - Visual performance breakdown

Hold Time Analysis: - Average hold duration - Performance by hold time - Quick vs. slow trades

Key Metrics

Trading Statistics

Total Trades: - Count of all completed trades - Open positions not included - Filterable by date range

Win Rate: - Percentage of profitable trades - Industry standard metric - Target: >50% for most strategies

Average Win/Loss: - Mean profit on winning trades - Mean loss on losing trades - Profit factor calculation

Max Drawdown: - Largest peak-to-trough decline - Risk management indicator - Recovery time shown

Advanced Metrics

Sharpe Ratio: - Risk-adjusted returns - Higher is better - Benchmark: >1.0 good, >2.0 excellent

Profit Factor: - Gross profit / gross loss - Measures overall profitability - Target: >1.5

Average Hold Time: - Mean duration of trades - By strategy and symbol - Identifies optimal timeframes

Consistency Score: - Standard deviation of returns - Lower is more consistent - Helps identify reliable strategies

Filters and Date Ranges

Date Range Picker

Select analysis period:

  • Today
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • This month
  • Last month
  • This year
  • Custom range

Symbol Filters

Filter by specific symbols:

  • Search by ticker
  • Multi-select supported
  • Quick clear all

Strategy Filters

Filter by trading strategy:

  • Breakouts
  • Momentum
  • Scalping
  • Swing trading
  • And more...

Tag Filters

Filter by custom tags:

  • User-defined tags
  • Multi-select support
  • Combine multiple filters

Refresh and Updates

Auto-Refresh

Dashboard automatically refreshes:

  • Open positions: Every 15 seconds
  • Recent activity: On new trade
  • Charts: On filter change

Manual Refresh

Click refresh icon to:

  • Update all data immediately
  • Fetch latest market prices
  • Refresh calculations

Customization

Widget Layout

Customize dashboard layout:

  • Drag and drop widgets
  • Show/hide sections
  • Resize widgets
  • Save preferences

Metric Preferences

Choose calculation method:

  • Average vs. Median
  • Include/exclude fees
  • Time zone preferences
  • Currency display

Theme Options

  • Light mode
  • Dark mode (default)
  • Auto-detect system preference

Mobile View

Dashboard is fully responsive:

  • Optimized for mobile devices
  • Touch-friendly interface
  • Swipe gestures
  • Condensed layout

Quick Actions

From Dashboard

Add Trade: - Quick add button - Opens trade form - Pre-fills current date

Import Trades: - Jump to import page - Recent imports shown - One-click re-import

View Analytics: - Deep dive into metrics - Advanced charts - Custom reports

Best Practices

Daily Routine

  1. Morning Check: Review open positions and overnight changes
  2. During Trading: Monitor real-time P&L on open positions
  3. End of Day: Review completed trades and update journal
  4. Weekly Review: Analyze weekly performance and trends

Metric Focus

For Day Traders: - Win rate - Average trade duration - Profit factor - Real-time P&L tracking

For Swing Traders: - Max drawdown - Average hold time - Sharpe ratio - Sector performance

For Long-term Investors: - Total return - Consistency score - Portfolio allocation - Risk-adjusted returns

Performance Tips

Dashboard Loading

  • Limit date range for faster loading
  • Use filters to reduce data
  • Clear browser cache if slow
  • Check network connection for real-time data

Real-time Updates

  • Ensure Finnhub API key is configured
  • Check rate limits not exceeded
  • Verify symbols are valid
  • Monitor browser console for errors

Troubleshooting

Real-time Prices Not Updating

Causes: - API key not configured - Rate limits exceeded - Invalid ticker symbols - Network connectivity issues

Solutions: - Configure FINNHUB_API_KEY - Wait for rate limit reset - Verify symbols are correct - Check internet connection

Dashboard Not Loading

Causes: - Too much data for date range - Backend not responding - Database connection issues

Solutions: - Reduce date range - Check backend server status - Verify database connection - Clear browser cache

Incorrect Metrics

Causes: - Filters applied - Data sync issues - Calculation preference mismatch

Solutions: - Clear all filters - Refresh dashboard - Check calculation settings - Re-import trades if needed

Next Steps