Account Dashboard

The Account Dashboard provides a complete view of an individual trading account — equity curve, statistics, trade history, and analytical tools — all in one place.

The account name and number are shown in the top-left corner, with key account details displayed below: account type (REAL / DEMO), connection status (ONLINE / OFFLINE), currency, leverage, visibility (PUBLIC), and owner name. The status bar shows the last data sync time, broker server, and the timezone used for all timestamps on this dashboard.

Use the dropdown in the top-right to quickly switch between your connected accounts without leaving the page. The Settings button opens the account settings modal.

Summary Cards

Four cards at the top display the current state of the account:

Balance — current account balance with currency and leverage shown below.

Equity — current equity with margin level shown below.

Floating P&L — total unrealized profit or loss across all currently open positions, with the number of open trades.

Recovery Factor — net profit divided by maximum drawdown. Indicates how efficiently the account recovers from losses. The Max DD value is shown below.

Balance / Equity Curve

The main chart plots Balance and Equity over time for this account. Time range options: 7D, 14D, 30D, ALL. Display mode: absolute ($) or percentage (%).

The Custom Analysis button opens the Analysis Settings modal — see the section below.

The right-hand sidebar shows three groups of metrics:

Performance — Gain, Abs. Gain, Daily / Monthly / Yearly returns.

Summary — Balance Drawdown, Equity Drawdown, Balance, Equity, Highest Balance, Profit, Total Lots.

Account — total Deposits and Withdrawals.

Advanced Statistics

A full statistics block for this account:

• Trades — total number of closed trades
• Win Rate — percentage of profitable trades
• Profit Factor — gross profit divided by gross loss
• Sharpe Ratio
• Pips — total pip result
• Total Lots — total volume traded
• Avg Win — average winning trade in pips and currency
• Avg Loss — average losing trade in pips and currency
• Best Trade / Worst Trade — shown in currency and pips
• Expectancy — average expected return per trade in currency and pips
• Std Deviation
• Z-Score — measures dependency between consecutive trade results, with confidence percentage
• AHPR / GHPR — average and geometric holding period return
• Longs Won / Shorts Won — win rate split by direction
• Bal. Drawdown / Eq. Drawdown
• Swap — total swap charges
• Commissions — total commission costs

Trading Activity

A tabbed section with four views:

Open Trades — all currently open positions with open date, symbol, direction, lots, open price, SL, TP, current pips, profit, and gain percentage. A total row summarises all open positions.

Open Orders — all pending orders waiting to be triggered.

History — full closed trade history with open date, close date, symbol, direction, lots, SL, TP, open price, close price, pips, profit, gain, duration, and gain percentage. Paginated with configurable rows per page. Use the Columns button to show or hide specific columns.

Summary — breakdown of trading results grouped by symbol. For each instrument you can see trade count, total pips, and profit split into longs and shorts, along with won and lost trade counts.

Viewing a Trade on the Chart

Clicking on any symbol in the History or Open Trades table opens an interactive price chart for that trade. The chart shows the candlestick price action with the exact entry point marked, SL and TP levels drawn as horizontal lines, and the exit point labelled with the final P&L result. Switch between timeframes — 5M, 15M, 1H, 4H, 1D, 5D, 1M, 3M, 6M, 1Y — to view the trade in different contexts. Navigation controls allow zooming and scrolling through the chart history.

Analytics

Four analytical views:

Monthly Performance — a calendar-style table showing monthly returns by year, colour-coded green or red, with a yearly total column.

Monthly Returns — the same data presented as a bar chart.

Day of Week — performance breakdown by weekday, showing which days historically produce the best and worst results.

P&L Distribution — histogram of trade results grouped by profit and loss range.

Trade Efficiency

MAE / MFE — for each closed trade shows Maximum Adverse Excursion (the worst drawdown reached during the trade) and Maximum Favourable Excursion (the best potential profit reached), alongside the final result, Exit Efficiency, and Entry Efficiency.

Edge Ratio — ratio of MFE to MAE, indicating how much the price moved in your favour relative to against you.

Exit Efficiency — measures how close to the MFE the trade was actually closed. 100% means the trade was exited at the optimal point.

Analysis Settings

The Custom Analysis button on the equity curve opens the Analysis Settings modal. Any filters applied here affect all metrics, charts, and tables on the dashboard simultaneously — allowing a focused analysis of a specific period, instrument set, or trading strategy.

General

• Period — set a Date From and Date To to restrict analysis to a specific date range.
• Starting Balance Override — manually set the base balance used for gain and drawdown calculations. Leave blank to auto-detect from deposit history. Useful when analysing a sub-period that does not start from the initial deposit.

Instruments — select which trading symbols to include in the analysis. Deselecting a symbol removes all its trades from metrics, charts, and tables. Use Select All / Deselect All for quick switching.

Magic Numbers — filter by Magic Number (EA identifier). Allows you to isolate trades from a specific Expert Advisor or exclude certain strategies from the analysis entirely.

Comments — filter trades by trade comment, useful for separating manually placed trades or specific order types.

Click Apply to update the dashboard, or Reset All to return to default settings.