Weekly and monthly reports

The Reports tab collects an automatic report on each week and each month of your trading.

Updated 2 min read

Where: Journal → Analytics → Reports

Reports arrive on their own: the weekly every Monday at 00:00 and the monthly on the 1st, in your time zone. You do not have to do anything. The bell at the top tells you when one is ready: see Notifications.

Find your latest report

  1. Click Analytics in the Journal panel.
  2. Click the Reports tab.
  3. Pick Weekly or Monthly.
  4. Read the big card: your latest report.
  5. Click Open report to read it in full. See Read a report.

Before your first report

Until a report exists, you see a grey card marked Preview: «Your weekly report will appear here». The Weekly / Monthly selector appears once you have a report.

Grey Preview card saying your report will appear here
What the tab shows before your first report.

Browse older reports

  1. Scroll to Previous. A dot marks the ones you have not read yet (Unread).
  2. Click See the full archive to show the rest. Reports are never deleted.
  3. Switch between Weekly and Monthly to browse the other kind.

What's on the screen

Reports tab with the latest weekly report, the plan card and the list of previous reports
The Reports tab with weekly reports.
  1. Reports tab: your automatic reports inside Analytics.
  2. Weekly / Monthly: which kind of report you see.
  3. Latest report: its net result against your average week or month, the curve and the period's objectives (Met or Missed).
  4. Key figures: Win rate, Profit factor, Trades and Rule‑clean trades. See win rate and profit factor.
  5. Your plan: what you committed to in the last report, as a Commitment or a rule In the Hub.
  6. Previous: older reports, newest first.

Rule‑clean trades is the share of the period's trades that broke none of your Consistency Hub rules. See Consistency rules.

FAQ

Which trades go into a report?

The trades you closed in that week or month, across the accounts in the report.