Summary Analysis
Summary Analysis is the most comprehensive view in FX Monitor. Unlike the Overview Dashboard which provides a quick snapshot, Summary Analysis aggregates full statistics, charts, and trade data across all your connected accounts in one place. You can include or exclude specific accounts from the analysis using the All Accounts filter in the top-right corner.
Account Filter
Clicking All Accounts opens a modal where you can select which accounts to include in the analysis. Each account is shown with its name, account number, and broker. Use Select All or Deselect All for quick switching, then click Apply to update the page. All sections below reflect only the selected accounts.
Summary Cards
Five cards at the top display the combined key metrics for the selected accounts:
Accounts — total number of connected accounts and how many are currently online.
Total Balance — combined balance across selected accounts with the number of active accounts.
Total Equity — combined equity with current margin level shown below.
Floating P&L — total unrealized profit or loss across all open positions, with the number of open trades.
Max Drawdown — maximum equity drawdown reached, shown as a percentage and in currency.
Portfolio Balance / Equity Curve
The main chart plots combined Balance and Equity over time. Individual account curves are shown as separate coloured lines at the bottom of the chart, allowing you to see the contribution and trajectory of each account.
Time range options: 7D, 14D, 30D, ALL. Display mode: absolute ($) or percentage (%). The Filters button lets you refine which data is included in the chart.
The right-hand sidebar shows:
Performance — Gain (TWRR), Abs. Gain, Daily / Monthly / Yearly returns.
Portfolio — Balance Drawdown, Equity Drawdown, Balance, Equity, Peak Balance, Net Profit, Total Lots.
Flows — total Deposits and Withdrawals across all selected accounts.
Portfolio Allocation
A donut chart showing the distribution of balance across accounts, broken down by account. Each segment is colour-coded to match the account colour used throughout the platform.
Gainers & Losers
A bar chart ranking accounts by net profit — gainers shown in green above the zero line, losers in red below. Gives an immediate visual sense of which accounts are contributing positively and which are dragging overall performance.
Top Symbols
A donut chart showing profit distribution across trading symbols. Toggle between Profit and Trades view to switch between profit contribution and trade volume per symbol.
Advanced Statistics — All Accounts
A full statistics block aggregated across all selected accounts:
- Trades — total number of closed trades
- Win Rate — percentage of profitable trades
- Profit Factor — gross profit divided by gross loss
- Sharpe Ratio
- Total Pips — cumulative 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
- Expectancy — average expected return per trade
- Std Deviation
- Z-Score — measures trade result dependency
- 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
Account Breakdown
A sortable table showing individual statistics for each connected account side by side: Balance, Equity, Floating P&L, Trades, Win Rate, Profit Factor, Net Profit, Max Drawdown, and last update time. The bottom row shows combined totals across all accounts. Click any column header to sort.
Trading Activity
A tabbed section showing trade-level data across all selected accounts:
Open Trades — all currently open positions with open date, account, symbol, direction, lots, open price, SL, TP, current pips, profit, and gain percentage. A total row summarises all open trades.
History — full closed trade history across all accounts with the same columns plus close date and final result. Paginated with configurable rows per page. Use the Columns button to show or hide specific columns.
Summary by Symbols
A detailed breakdown of trading results per symbol, split into Longs and Shorts. For each symbol you can see the number of trades, total pips, and profit for long positions, short positions, and the combined total — along with won and lost trade counts. Paginated, sortable by any column.
Analytics
Four analytical views available via tabs:
Monthly Performance — a calendar-style table showing monthly returns by year, with a YTD column. Each cell is colour-coded green or red depending on the result.
Monthly Returns — an alternative view of 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/loss range.
Trade Efficiency
Three sub-tabs analysing the quality of trade execution:
MAE / MFE — for each closed trade shows Maximum Adverse Excursion (worst point reached against the position) and Maximum Favourable Excursion (best point reached in favour), alongside the final result, Exit Efficiency, and Entry Efficiency. Helps identify whether trades are being cut too early or held too long.
Edge Ratio — ratio of MFE to MAE, indicating how much the market moved in your favour relative to against you.
Exit Efficiency — measures how close to the MFE the trade was actually closed. A score of 100% means the trade was exited at the best possible point.