Trading Performance Reports
Create performance reports for any property you track - strategies, mistakes, sessions, tickers, and more. Compare date ranges side by side, customize every chart and KPI, and know with certainty what's actually working for your trading.
Most traders have no idea which part of their trading is actually profitable. They look at their overall P&L, see a positive number, and assume things are working. But that number hides everything - the two strategies carrying the account, the three mistakes quietly bleeding it, the morning session that's green while the afternoon gives it all back.
Performance reports break your trading down into any group you care about - a strategy, a mistake, a ticker, a time of day, a hold duration - and show you every metric that matters for that group specifically. Win rate, average P&L, R:R, trade count, and more.
Each report supports date range comparisons. Pick two periods - this week vs last week, Q1 vs Q2, this year vs last - and the report splits automatically. KPIs show both values side by side with the percentage change between them, and charts render two datasets so you can see exactly where and when things shifted.
Create reports for everything
Easily create reports for certain profit ranges, hold durations, market conditions, strategies and trading patterns. Every filter you crate, creates a custom performance report automatically for you.
Compare any two date ranges, side by side
Pick two periods - this week vs last week, Q1 vs Q2, last year vs this year, or any custom dates - and the report splits automatically. KPIs show both values with the percentage change between them. Charts show two datasets so the difference is immediate and visual.
Customize every report to your needs
Add charts, swap KPIs, remove what doesn't apply, and organize everything into tabs. Every report is independently customizable - built around your needs and wants, not a generic template.
How to get the most out of Performance Reports
Create reports for every strategy
Give every setup its own report. Win rate, P&L, and R:R per strategy tells you far more than your overall numbers ever will.Create a report for each mistake
Every mistake tag gets its own report. Review them regularly to see if frequency and cost are going down - that's how you know you're actually improving.Add custom tags for maximum context
The more properties you track on your trades - strategies, mistakes, market conditions, session times - the more powerful and specific your reports become.Use date comparisons to track progress
Compare this month to last month on your best strategy. If the KPIs are moving in the right direction, you're improving. If not, you know exactly where to look.Compare quarters to find seasonal patterns
Some traders perform differently across market conditions or seasons. Q1 vs Q3 can reveal patterns that a rolling average would completely hide.Customize KPIs per report
A scalping strategy needs different KPIs than a swing setup. Customize each report independently so the metrics always match what you're actually measuring.Use tabs to organize complex reports
Create separate tabs for entries, exits, and risk metrics. Keeps each report focused and makes weekly review sessions significantly faster.Revisit reports as your trade history grows
A report based on 20 trades tells a different story than one based on 200. Check back regularly - the more history you have, the more reliable the patterns.Report on your worst performing filters
Don't only look at what's working. A report on your worst setup tells you exactly what to stop doing - which is often worth more than knowing what to do more of.Run reports per asset class
Your stock strategy and your options strategy are different trades. Keep reports scoped to the right asset class so the numbers are always relevant.Feed your best reports into comparisons
Once you have strong individual reports, pull them into a comparison report to rank them side by side. Performance reports and comparison reports work best together.Frequently Asked Questions
Discover answers to frequently asked questions right here. If you can't find what you're looking for then reach out.
How does a performance report get created?
Automatically - every filter you create in TraderInsight.pro generates a dedicated performance report for that filter. There's no separate setup required. Learn more about filters.
What can I filter by?
Any property on your trades - strategy, mistake, tag, tag group, ticker, hold duration, volume, profit range, market condition, time of day, and more. Custom tags you've created work exactly the same way.
How does the date range comparison work?
Select two periods - this week vs last week, Q1 vs Q2, last year vs this year, or any custom date range. KPIs display both values side by side with the percentage change between them. Charts render two datasets so you can see exactly where and when performance shifted.
Can I customize a performance report?
Yes, fully. Add or remove charts, update KPIs, create tabs to organize sections, and adjust any stat. Every report is independently customizable.
What's the difference between a performance report and a comparison report?
A performance report is tied to one filter and focuses on that filter's stats over time, including date range comparisons. A comparison report takes two or more filters and shows their metrics side by side in a single view - useful for ranking strategies or mistakes against each other.
Do performance reports work for all asset classes?
Yes. Reports work across all asset types - stocks, options, futures, crypto, forex, and more - for any trades in your journal.
If I update a filter, does the performance report update too?
Yes. Filters and their reports are linked - any change to a filter is reflected in its report automatically.
Create reports today
