Compare periods, cross-analyze and export a PDF

Open Stats to go past the daily numbers. It has four tabs: Overview, Compare, Cross analysis and Calendar. Each one answers a different question, and each works on your closed trades.

The filters used below

Compare and Cross analysis use the same filter fields: Account, From, To, Symbols (type pairs with commas, for example EURUSD, GBPUSD), Side (Both, Buy or Sell), Tag, and Session (Asia, London, New York, Overlap, Off-hours). Leave a field empty to mean everything.

Compare two sets

1. 1Open the Compare tab.
2. 2Fill the filter for Set A, for example the last 3 months.
3. 3Fill the filter for Set B, for example the 3 months before that, or the same dates on another account.
4. 4Press Compare.

You get one row per measure: net result, number of trades, win rate (how often a trade ended in profit), profit factor (money won divided by money lost), expectancy (what an average trade makes) and more. The last column, marked with a triangle, is the difference. Next to each figure is n, how many trades stand behind it. A gap built on 6 trades means little.

Cross analysis

Cross analysis answers questions like: how do I do on each pair in each session?

1. 1Open the Cross analysis tab and set the filter.
2. 2Pick what goes down the side in Rows, and across the top in Columns: Symbol, Session, Side, Weekday, Hour (UTC), Hold time or Tag.
3. 3Set Minimum sample. Boxes with fewer trades than this are dimmed, never hidden.
4. 4Press Run.

The yearly calendar

1. 1Open the Calendar tab.
2. 2Pick an Account and a Year (the arrows change the year).
3. 3Read the grid: every trading day of the year is coloured by its net result. Click a day to open it in the journal. Below it, By month and By weekday add up the same numbers.

For one month with a box per day, use the P&L calendar on the Overview tab instead.

The PDF

1. 1On the Overview tab, pick the account and the range (30D, 90D or All).
2. 2Tick Include my notes for this period if you want your notes in the report.
3. 3Press Download PDF at the top right of the page. It is written in the language you are using.

Nothing happening? Wait a few seconds, then try again. The button shows Generating while it works. If it keeps failing, write to support.

Go to Stats.