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Reading the Performance board

Every card on the dashboard, what each figure is actually measuring, and how to rearrange the board.

8 min read

Performance is the page you will open most, and it answers one question: how did this trading go, over this window, for these accounts. Everything on it is derived from your executions — there is nothing to configure and no second set of numbers kept anywhere.

Every figure on this board is realised. A position that is still open contributes nothing until it closes, so a good trade you are holding will not move Net P&L — and the Recent Trades card lists closed trades only.

The two controls above it

The date selector sets the window every figure is calculated over, and the accounts picker sets which accounts are in it. They are the first two things to check when a number surprises you, and between them they explain most surprises.

  • The window opens on month to datethe 1st of the current month through today, not a rolling thirty days. That is deliberate: a rolling window puts the P&L Calendar’s first week in the previous month, out of step with the tiles directly above it.
  • The range travels in the addressso a view you are reading is a view you can send. Which accounts you have ticked does not — that is a preference Alltra remembers for you rather than something worth putting in a link.
Untick an account and every card behind it re-reads. There is no per-card filter to keep in step.

The summary strip

Eight tiles across the top. They are widgets like any other — draggable, removable, and available again from the library — rather than a fixed header you cannot touch.

  • Net P&Lcumulative realised profit and loss over the window, after commission and fees. The one figure that settles whether the period worked.
  • Profit Factorgross profit divided by gross loss. A window with winners and no losers has no factor to compute, so the tile reads 10.00+ with the ring full — and 10.00+ is also what anything at or above ten prints, because past that the exact figure stops telling you anything.
  • Best vs Worst Tradethe largest single win in the window against the largest single loss. Usually the two trades that decided it.
  • Trade Win %wins as a share of decided trades. Breakevens are IN the denominator here, so a trader who scratches often is not flattered by them.
  • Win/Loss Ratioa count: winning trades divided by losing trades. Breakevens are in neither side. With no losers it prints an em dash over the raw counts, because a ratio of something to nothing is not a number.
  • Expectancynet P&L divided by decided trades — what an average trade was worth to you, in money.
  • Consistency Scoreprofitable days divided by days you actually traded. A day counts as profitable when its net is above zero; a breakeven day does not count, and untraded days are not in the denominator at all.
  • Average Win vs Lossthe mean win against the mean loss, side by side. This is where an edge actually lives — a win rate says nothing until you know what a win is worth.

Two of them hold back rather than mislead on a thin sample. Below thirty winners and losers combined — breakevens are in neither side of that ratio, so they do not count toward it — Profit Factor prints the sample it was computed from beneath the value, as “n=18 trades”. Below ten trading days, Consistency shows its raw fraction — “1 / 1 days” — instead of a percentage, because a day-level share swings by more than ten points per day at that size.

An em dash on any tile means not computable, and never zero. Alltra will leave a figure blank before it will invent one: “$0 expectancy” over no trades is a confidently wrong number, and a missing one is at least honest.

The charts, in the order they ship

  • Net P&L Chartthe equity curve — cumulative realised P&L, one point per calendar day. Untraded days are in it and hold the line flat, so the axis is a real calendar rather than a list of the days you happened to trade.
  • Drawdown Chartthe same curve measured against its own running peak. It is always at or below zero and is exactly zero at every new high, which is what makes it line up with the equity chart peak for peak.
  • Account Growtheach account’s traded result over the range — not its balance. A balance is mostly deposited money, which is why four funded 100k evaluations would otherwise draw four near-identical bars that barely move.
  • P&L Calendarthe month as a grid of days. It has an article of its own below.
  • Day of Week Performancenet P&L totalled by weekday — a Monday bar is every Monday in the window added together, not an average of them.
  • Win Rate by Hold Timeyour win rate bucketed by how long you held: under a minute, 1–2m, 2–5m, 5–10m, 10–30m, 30m–1h, 1–2h, 2–4h and over four hours. Every bucket is always shown, empty ones included, so the shape does not change as the data does.
  • Yearly Calendartwelve months at a glance, toned by result.
  • Win / Loss Reportaverage win against average loss over the period, plotted as two lines on one scale with the loss side drawn as a positive magnitude.
  • Trade Distributionone bar group per DAY of the window, counting winners, losers and breakevens. Its length is the length of the window, not the number of trades.
  • Trade Time Performanceweekday against time of day, as a heatmap. Where the money is made, by the clock.
  • Recent Tradesthe most recent closed trades with entry, exit and result — a shortcut into the Trades table rather than a substitute for it.
  • Alltra Scorea 0–100 read across six axes: win rate, profit factor, average win/loss, recovery factor, max drawdown and consistency.

Two cards that are empty for everybody today

The Alltra Score needs all six of its axes to resolve before it will publish a composite, and the curves that turn a raw profit factor into a 0–100 axis have not been set. So it says “Score unavailable” for everyone, and that is the product being honest rather than your account being wrong — five real axes with the sixth filled in would be a different statistic wearing the same name.

The Average Overtrading Index is the same case and is therefore NOT on the default board: it needs a discipline formula that has not been agreed, and defaulting it to zero is forbidden. It keeps its place in the widget library so you can add it if you want to see the shape of the card, but it will not fill.

What a card’s menu does

Every card on the board carries a kebab with two rows. Edit puts the whole board into layout mode; Remove takes that card off it. Remove goes disabled rather than disappearing once the board is down to four large cards — a dashboard emptied to its summary strip and one chart is not a smaller dashboard, it is a broken one, and it is about four clicks away without that floor.

The same cards appear on the daily Report with no kebab at all. That is correct: Edit and Remove are board verbs, and the report is a fixed composition rather than a grid you arrange.

Rearranging it

The Layout control in the page toolbar opens the widget library — twenty-one cards, eight small tiles and thirteen large ones. Drag to reorder within a group, drag between groups, or drop one card onto another to swap their places. An edit session can be stepped back twenty times with ⌘Z (Ctrl+Z on Windows) — that keystroke is the only undo, there is no button for it — and Cancel restores the board you started with.

A card’s size belongs to the card, not to the slot it sits in. The P&L Calendar is always two columns wide and two rows tall; Trade Distribution, Recent Trades and the Yearly Calendar are always two thirds of a row. That is why swapping two widgets does what it looks like instead of handing the big footprint to whatever moved in.

Your arrangement and any layouts you save are stored on this browser only — saved layouts do not follow you to another device yet. The product says so on the save confirmation rather than leaving “Saved” to mean whatever you assumed.

While it is loading, and when a read fails

A loading board is this board, card for card, with each one showing its own skeleton — not a spinner and not sample data. Nothing moves when the figures land, and you are never shown somebody else’s numbers while you wait.

A failed read gives you the service’s own message, a Try again, and a reference id. The reference is worth including if you report it: it is the only thing that joins your screenshot to the line in our log.

The pages this one summarises:

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The Emotions tracker

Rating how you were trading, one fill at a time, and reading those ratings back against what the trades actually did.

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Guide last updated

Reading the Performance board — Alltra Guide