What Custom Reports Enable
The Custom Report Builder (Essential and Pro plans) lets you create personalized analytics dashboards with the metrics and visualizations most relevant to your trading.
Instead of scrolling through preset analytics, custom reports surface exactly the data you review most frequently.
Creating Your First Report
- Navigate to Reports in the sidebar
- Click New Report
- Give it a name (e.g., "Weekly Performance Review", "Forex Setup Analysis")
- Add widgets using the widget panel on the right
Available Widget Types
Stat Card: A single metric prominently displayed. Use for your most important KPIs (profit factor, win rate, total P&L).
Bar Chart: Compare a metric across categories. Common uses:
- Win rate by setup type
- P&L by instrument
- Trade count by session
Line Chart: Track a metric over time. Common uses:
- Equity curve over selected period
- Profit factor trend (rolling 20 trades)
- Win rate trend
Pie Chart: Distribution visualization. Common uses:
- Trade count by setup
- Win/loss distribution
- Session distribution of trades
Table: Detailed data grid. Common uses:
- All trades with key metrics
- Setup performance comparison
- Setup-by-session breakdown
Configuring Widgets
Each widget has:
- Dimension: What to break the data by (setup type, session, instrument, day of week, emotional state, month)
- Metric: What to measure (win rate, profit factor, P&L, trade count, average R-multiple)
- Date filter: Specific period or rolling window
Experiment with dimension + metric combinations to find the views most useful for your trading.
Saving and Sharing Reports
Reports are saved to your account and accessible from the Reports sidebar link. You can create up to 10 custom reports on Essential and Pro plans.
Reports can be shared via a link (using the Share feature) — useful for transparency with a trading coach or accountability partner.
Recommended Starter Reports
Daily Review Report:
- Stat cards: Today's P&L, Today's Trade Count, Win Rate
- Table: Today's trades
Setup Performance Report:
- Bar chart: Profit Factor by Setup
- Bar chart: Win Rate by Setup
- Table: Detailed setup stats
Psychology Report:
- Bar chart: Win Rate by Emotional State
- Bar chart: Trade Count by Emotional State
- Stat card: Behavioral Mistake Rate