Dashboard Overview
What You See
| Section | Description |
|---|---|
| Consolidated P&L | Total profit and loss across all your accounts |
| Account Status Cards | Quick view of each account’s health, balance, and status |
| Performance Charts | Visual breakdowns of your trading results over time |
| Goal Progress | Progress toward your weekly and monthly profit targets |
| Recent Alerts | Notifications about accounts that need attention |
| AI Insights | Data-driven observations about your trading patterns (Pro plan) |
Dashboard Widgets
The dashboard uses customizable stat widgets to display your key metrics:Total P&L
Net profit/loss across all accounts
Win Rate
Percentage of winning trades
Total Trades
Number of completed trades
Profit Factor
Gross profit to gross loss ratio
Avg Win/Loss
Average win vs. average loss size
Best Day
Your highest single-day profit
Additional Metrics
- Worst trading day
- Performance by session (Asia, London, New York)
- Performance by instrument (ES, NQ, CL, GC)
- Hold time analysis
- Expectancy
Date Range Filtering
Use the date range picker to view performance over different time periods:| Preset | Description |
|---|---|
| Today | Current trading day |
| This Week | Monday through today |
| This Month | First of month through today |
| This Quarter | Current quarter |
| Custom | Select specific start and end dates |
Account Cards
Each account displays a status card showing:- Account name and broker
- Current balance
- Account type (Evaluation, Funded, Live)
- Status indicator (Active, Inactive, Suspended, Closed)
- Daily P&L
- Quick access to account details
Click any account card to drill down into detailed performance metrics for that specific account.
Performance Charts
P&L Over Time
Line or bar chart showing profit/loss progression day by day, week by week, or month by month.Distribution Charts
- Win vs. loss distribution
- Profit by instrument
- Profit by session time
- Trade outcome breakdown
Equity Curve
Track your account equity over time to visualize your trading journey.Currency Display
Edge Analyzer supports multiple display currencies. Your account data is stored in the original currency and converted for display using current exchange rates.Goal Progress
The dashboard displays your goal progress as a visual indicator:| Color | Meaning |
|---|---|
| 🟢 Green | On track to meet or exceed your target |
| 🟡 Yellow | Behind pace but still achievable |
| 🔴 Red | Significantly behind target |
Set your weekly and monthly profit targets in the Goals section to enable progress tracking.
Recent Alerts
The dashboard shows your most recent alerts, including:- Accounts approaching prop firm rule limits
- Goal milestone notifications
- Connection status changes
- Account status updates