Read a report

A full-screen reader that walks you through one weekly or monthly report, card by card.

Updated 2 min read

Where: Journal → Analytics → Reports → Open report

Open and move through a report

  1. In Reports, click Open report, or a row under Previous.
  2. Press → or ← to move one card. On a phone, swipe.
  3. Click a chapter in the Sections rail to jump to it.
  4. Press Esc or click Close report to go back.

The chapters: Summary, Your week (or Your month), Your focus, Your normal, Day by day, Calendar, Timing, What you trade, Process, Patterns, Risk, Zen Score, Key trades, Your plan and Wrap-up. See Zen Score.

Turn the plan into a rule

  1. Go to Your plan and read the proposed rule and what it would have saved.
  2. Click Add to Hub to make it a Consistency Hub rule. If it already exists, you see Tighten in Hub or Keep in Hub.
  3. Or click Save as a commitment. The next report reminds you of it.

Share a card or the summary

  1. Click Share on a card, or Share summary in Wrap-up.
  2. Pick a format (1:1, 16:9 or 9:16) and a background.
  3. Turn on Hide amounts to show R instead of money.
  4. Click Copy image or Download PNG.

What's on the screen

Full-screen weekly report on the Summary card with the sections rail and navigation
A weekly report open on its first card.
  1. Sections: every chapter; click one to jump.
  2. Card: one question about your period, answered with figures and a chart.
  3. Previous / Next: move one card back or forward.
  4. Share: makes an image of this card.
  5. Close report: back to the Reports tab.

If you edit trades of the period after the report was made, a banner says so: click Update. This creates a new version of the same period.

FAQ

Why can't I use Hide amounts?

It needs a registered risk on at least half of the period's trades, so there is a 1R to convert to. See R-multiple.

Why is there no rule in Your plan?

Either you do not have enough history yet, or no pattern had enough trades. You can still move the trades-per-day cap to see what it would cut.

Where do I see what a figure means?

Click the ⓘ next to it for Definition and Reading.