Opening and filtering
Press Analytics in the toolbar (or A) during a session, or use the Analytics page on the home screen. In a session it fills the window corner to corner and can be docked or popped out.
It reads every saved session and, when you open it mid-session, the live state of the open one, and it follows your trades as they close. Reopening it puts you back on the tab and filters you left.
The tabs are across the top with Filters, Copy summary and Export CSV at the right. The filters are a pane down the left. In a narrow dock or window the pane starts closed and the buttons shrink to icons; Filters opens the pane either way.
Filters
| Filter | Narrows to |
|---|---|
| Type | Backtesting or prop firm sessions. |
| Assets, Side, Outcome | Symbols, buys or sells, wins, losses or breakeven. |
| Tags, Grade | Trades carrying any chosen tag, or given a grade. |
| Session, Strategy | Particular sessions or strategies. |
| Market session | Asia, London, New York or off-hours, by entry time, in real market time. The pane shows each session's hours on your data's clock beside it; see Data and the clock. |
| Day, Time | Weekdays, and an entry-time window that may cross midnight. |
| Timezone | What day and hour mean. The default is the data's own clock (Kenya, for data exported in Kenyan time); choose UTC, New York, London and others to read the same trades on another clock. |
| Date | A range of the replay's market dates, by close time. |
Within one filter the choices are any of; across filters they are all of. Chips at the top of the pane show what is narrowing the figures, each with an ×, and Clear all removes them all. A group with something chosen opens by itself and shows how many.
Breakeven
A trade whose result is within a set number of dollars of zero is breakeven, not a win or a loss. The threshold is on the Performance tab, beside the Breakeven figure, and is $0 until you change it.
Export and share
Export CSV saves the trades behind the current filters, one row each, with R, excursions, grade and tags. Copy summary puts three lines of headline figures on the clipboard.
Every chart has a table
Under each chart, Show the numbers swaps it for a table of the same data. Hover a chart for exact values.