Strategy Dashboard

The Strategy Dashboard gives you a high-level view of your playbook performance. Compare setups, identify winners and losers, and track momentum.

Accessing the Strategy Dashboard

Go to Strategy → Strategy Dashboard.

Key Metrics

• Total playbooks – How many setups you track
• Profitable vs needs work – Status breakdown
• Total P&L – Combined performance across playbooks
• Average win rate – Across all playbooks

Playbook Leaderboard

See which playbooks rank highest by:

• P&L – Total profit/loss
• Win rate – Percentage of winning trades
• Trade count – Number of trades
• Profit factor – Edge strength

Single Playbook Tracker

Select a playbook to see:

• Performance over time – Equity curve for that setup
• Recent trades – Latest trades linked to the playbook
• Key metrics – Win rate, profit factor, avg P&L

Strategy Insights

AI-generated insights based on your playbook data:

• Which setups are working
• Where you might be deviating
• Trends and patterns

Recent Strategy Trades

Quick view of recent trades linked to playbooks. Useful for daily review.

Tips

• Review weekly – Spot underperforming setups early
• Retire losers – Stop trading setups that aren't working
• Double down on winners – Focus on setups with edge
• Link every trade – Unlinked trades don't contribute to playbook stats