Reports

TradeVision offers multiple report types for different needs—from quick summaries to deep-dive analysis.

Report Types

Standard Reports

Access from Reports in the sidebar:

• Tags – Performance by tag
• Symbol – P&L and metrics by symbol
• Instrument – Stocks, options, futures, forex
• Direction – Long vs short
• Size – Position size analysis
• R-Multiple – Risk-adjusted returns
• Time – By hour, day, month
• Exit – Exit type analysis
• Fees – Fee impact
• Monte Carlo – Simulation and risk analysis

Advanced Reports

For deeper analysis, go to Advanced Reports:

• Daily & Equity – Daily P&L, equity curve, underwater chart
• Calendar & Distributions – Heatmaps, histograms
• Win-Rate & Symbols – Symbol-level win rate and P&L
• Tags & Sectors – Tag and sector breakdown
• Performance & Risk – VaR, CVaR, Monte Carlo

Generating Reports

1. Select the report type
2. Choose date range
3. Select account (if multi-account)
4. Apply filters (setup, symbol, etc.) if needed
5. View the report
6. Export to CSV or PDF if needed

Export Options

• CSV – Raw data for Excel or custom analysis
• PDF – Formatted report for sharing
• Chart images – Save individual charts as PNG

Period Reports

Compare performance across periods:

• Monthly – Month-over-month comparison
• Quarterly – Quarterly trends
• Yearly – Annual summary

Sharing Reports

• Export to PDF for mentors or accountability partners
• Share dashboard links (if enabled)
• Export CSV for external tools

Tips

• Use date filters to focus on relevant periods
• Export regularly for backup and tax prep
• Compare periods to track improvement
• Share with mentors for feedback on your performance