Skip to content

The P&L calendar

A month of trading as a grid of days — what a cell holds, how it is coloured, and what the shape tells you.

4 min read

The calendar answers a question no table answers well: what SHAPE did this month have. It is the fastest way to tell whether a bad month was one bad day or twenty mediocre ones — and those two months need completely different fixes, one a risk-control problem you can point at, the other an edge problem you cannot.

A month of days, toned by result, with the week’s totals down the side.

What a day cell holds

  • The day numberat the top of the cell.
  • That day’s netin compact form — “1.2k”, “−407”, “55”.
  • The trade countbeneath it.

The fill is the SIGN and nothing else — profit or loss, at one strength. It is deliberately not a heatmap: a scale of greens would invite you to compare two green days by how green they are, which is a comparison the eye is bad at and the number beside it already answers. The sign is also printed rather than only coloured, so the grid does not depend on you being able to tell red from green.

Days you did not trade keep their day number over a neutral fill and carry no figures. The slots before the 1st and after the last day of the month take that same fill with no number in them at all, so the grid always reads as a complete rectangle rather than a shape that changes with the calendar.

Every traded day is a real button. Screen readers get the whole cell read out — the date, the net, the trade count, and the win rate where there is one — rather than a colour they cannot see.

The weekly column

On the Calendar page the grid carries a summary cell after every seventh day: that week’s net and its trade count. A week with nothing in it shows an em dash rather than $0, because they are different claims. The weeks in that column and the table underneath come from the same aggregation, so a week can never read one way in the rail and another in the row.

Two views

The Calendar page has Monthly and Yearly, switched from tabs in the card’s own header. Monthly is the same grid the Performance board carries, so there is nothing to learn twice. Yearly keeps the DAY as its unit — twelve real month grids rather than twelve month cells — because the question this page answers is when something happened, and that answer lives in the pattern of days. Clicking a month in Yearly moves you to it in Monthly.

The breakdown table underneath follows whichever view is on: weeks for Monthly, months for Yearly, plus an Average and a Total row. Each row is labelled with its own week or month, and the columns after that label are Trades, Win %, Avg win day, Avg loss day, Best day, Worst day and P&L. Four of those are about DAYS rather than trades, and the headers say so — a calendar’s atom is a day, and a day knows its own total but not the trades inside it. Any figure that cannot be computed prints an em dash rather than 0% or $0.

Getting from a day to the day

On the Performance board, clicking a traded cell takes you to that day’s report, which is where the detail is. The calendar is for spotting; the report is for reading.

The month arrows on the board’s calendar fetch that month on demand and keep every month you have already visited, so stepping back through the year is instant after the first pass.

The pattern worth catching early is a row of small red days straight after one large green one. That is usually a trader trying to get comfortable again after a win, and it is much easier to see as a shape than to notice one trade at a time.

One thing to know about the Calendar page

The dedicated Calendar section is not reading your trades yet. It draws a real book — correct weekday alignment, correct day numbers, both views, the breakdown table — but the days are empty, and clicking one does not open anything. The P&L Calendar card on the Performance board is the one that is wired, and that is the one to use until this changes.

Did this article answer your question?

Next

Daily reports

One page per trading day — every figure on it, and how to use it as the end of a session.

Read

Guide last updated

The P&L calendar — Alltra Guide