Trader Dashboard

The home screen is a summary. It shows your chart, quick workspaces, recent trades, net profit or loss, win rate, profit factor, rule adherence, equity curve, and current practice-challenge progress.

How to use it

• Use the date-range menu to view the last 30 days, last 90 days, or all time.
• Use the subscriber chart for market analysis, then record the plan or result in the practice journal.
• Use the workspace cards to move quickly to the chart, coach, Challenge Lab, or tools.
• Read recent trades to spot what just changed your results.

Use this TradingView chart for analysis, then save the plan, screenshots, result, and review in the journal.

Controls

• Market selector: changes the market shown.
• Timeframe: changes how much time each chart candle represents.
• Chart: studies price movement and lets you use chart tools.
• Stop loss: the price where the practice trade should stop to limit loss.
• Take profit: the planned price for taking profit.
• Journal: manually records practice plans, screenshots, results, and lessons.
• AI Coach: reviews the journal evidence and planning context you provide.

Behavior Recovery Protocol helps the trader stop after a loss streak, emotional spike, or rule break before the next trade becomes revenge trading.

How to use it

• Choose Actual, Practice, or Combined records.
• Run the analysis after a loss, rule break, high urge to trade, or late-session pressure.
• Review the behavior score, drivers, loss streak, trade count, risk-drift notes, and Daily Risk Guard status.
• Save the recovery protocol before returning to the platform.
• Send the plan to the AI Coach, Quick Note, Daily Risk Guard, or TradeReady.

Performance Lab converts saved actual or practice trades into three focused reviews: rolling trade health, risk drift, and setup evidence.

How to use it

• Choose Actual, Practice, or Combined records.
• Use a rolling window so old trades do not hide recent changes.
• Check whether risk is drifting upward or increasing after losses.
• Inspect setup sample strength before changing a playbook.
• Save one measurable ten-trade behavior and review it with the AI Coach.

The Workspace Center adds 25 subscriber-only upgrades to the private trader workspace.

• Use Ctrl or Command + K to search every subscriber tool.
• Set account, journal, and setup context in the bar below the top navigation.
• Complete daily missions, session checks, goals, and weekly reviews.
• Create restore snapshots and export the private workspace.
• Use data quality and evidence checks before trusting analytics.

The suite connects nine active subscriber tools to the private journal and account workspace.

• Generate and save a complete trading plan.
• Import trader-owned CSV, TSV, JSON, NDJSON, text, XML, HTML-table, and XLSX records without discarding incomplete rows.
• Export a complete spreadsheet or lossless JSON journal backup.
• Save replay reviews, exposure scenarios, and true challenge economics.
• Use behavior recovery, journal intelligence, opt-in AI memory, and connection readiness without enabling unsupported market data or live execution.
• Manual-input futures calculators remain published; paid data and historical backtesting remain in the owner-only unpublished lab.

Tools 190–192 compare rule changes and account transitions with deterministic evidence.

• Measure changed drawdown and daily-loss room.
• Normalize two firms into comparable rules.
• Score transition readiness across safety, evidence, trust, and value.

Tools 187–189 turn connected practice results into a rules-first readiness decision.

• Import journal trades into a practice evidence set.
• Score discipline and rule compliance.
• Require sample size, expectancy, drawdown control, and minimum days.

Tools 184–186 create the minimum complete account record.

• Initialize balance, targets, and loss limits.
• Review every rule from one overview.
• Track target, drawdown, and trading-day progress.

Tools 181–183 connect account-level risk with performance evidence.

• Distribute risk without breaking account caps.
• Reduce risk while recovering from drawdown.
• Detect performance dominated by one day or trade.

Tools 178–180 connect context, strategy discipline, and total exposure.

• Tag the market regime before comparing results.
• Detect trades that do not match an approved playbook setup.
• Group correlated planned positions before risk is committed.

Tools 175–177 evaluate frequency, session evidence, and whether execution matched the written plan.

• Overtrading Detector finds excessive daily activity and rapid re-entry.
• Session Edge Analyzer compares performance by trading session and sample size.
• Plan-vs-Execution Variance shows where actual behavior differs from saved rules.

Tools 172–174 connect open-position exposure with recent journal behavior and the AI coaching layer.

• Exposure Guard checks total open risk and repeated directional factors.
• Loss-Streak Analyzer finds consecutive losses and post-loss risk increases.
• AI Account Review explains the combined evidence after Supabase AI is connected.

Tools 169–171 calculate expectancy, estimate risk of ruin, and map drawdown recovery without AI.

• Use a meaningful trade sample rather than a guessed win rate.
• Compare risk of ruin at several risk percentages.
• Use Drawdown Recovery to slow down after losses instead of increasing size.
• Save a result or send its risk percentage into TradeReady.

The Risk Calculator Suite adds the next three free tools: Weekly Risk Budget, Trade Quantity Converter, and Lot Size Converter.

How to use it

• Use Weekly Risk Budget before the trading week starts.
• Use Trade Quantity Converter when changing contract size, share size, or instrument value.
• Use Lot Size Converter for forex lot and unit sizing.
• Save each result before using TradeReady or recording the trade.

Daily Risk Guard is a session circuit breaker. It uses the stricter of the firm daily-loss rule and the trader's personal daily cap, then subtracts current equity drawdown and open risk.

How to use it

• Select the actual or practice account.
• Confirm start-of-day balance, current equity, and every open position's remaining risk to its stop.
• Set the maximum trades and consecutive-loss stop before the session.
• Enter the next planned risk and read Safe, Caution, or Stop Trading.
• Save the checkpoint before another trade and send the safe maximum into TradeReady.

TradeReady checks whether a planned trade matches the trader's own playbook, risk limits, minimum reward-to-risk, daily loss budget, news restrictions, prop rules, and emotional-readiness rules.

How to use it

• Choose the actual or practice account and a saved strategy.
• Enter direction, entry, invalidation, target, and planned risk.
• Confirm the written plan, context, trigger, management, rule, and emotion checks.
• Resolve every failed rule and warning before entering.
• Save the decision so the journal can compare the original plan with the result later.

PropShield tests a planned trade or payout against maximum drawdown, daily loss, consistency, minimum days, payout readiness, position size, trade count, news and holding restrictions.

How to use it

• Load a verified firm program or enter the exact rules manually.
• Update balance, equity, high-water mark and open-position risk.
• Enter the planned maximum loss, profit, position size and scenario result.
• Review every pass, warning, manual-review item and breach before deciding.
• Save the scenario to preserve what the tool showed before the trade.

Challenge Lab lets you practice an approved prop-firm challenge before paying for or attempting the real evaluation. The firm, account amount, profit target, daily loss limit, maximum drawdown, minimum days, and allowed trading behaviors come from the approved challenge database.

How to use it

• Select a prop firm.
• Select the challenge type and account size.
• Read every displayed rule.
• Press Start New Practice.
• Use TradingView for chart analysis and manually record each practice result while the challenge tracks progress.

This workspace organizes the accounts you trade and the rules you intend to follow.

Available account types

• Personal: your own real brokerage account.
• Actual prop challenge: an evaluation you really purchased.
• Funded prop: a prop account that has reached funded status.
• Practice: a pretend training account.

Planning features

• Daily market bias, key levels, news, risk percentage, and maximum trade count.
• Trade-management templates for invalidation, partial profit, break-even, and trailing rules.
• Account risk rules and goals.
• Remove outdated accounts or saved plans.

The journal has three tabs: Actual Trades, Practice Simulations, and Notebook & Templates.

• Actual Trades: manually record real personal, real purchased-challenge, or funded-account trades.
• Practice Simulations: manually record chart practice or practice-challenge trades.
• Notebook & Templates: write premarket plans, daily rules, weekly reviews, mistakes, lessons, and reusable checklists.

This area turns journal information into structured review. It includes decision timelines, rule reviews, behavior patterns, evidence, confidence checks, risk gates, performance fingerprints, experiments, and supporting analytics.

Use it after enough trades have been recorded. Small samples can be misleading, so compare the evidence behind any conclusion.

The Trade Log is the table of recorded trades. Search by market or setup, filter winners and losers, and export the visible history as a CSV file.

The “Log Actual Trade” button opens the Actual Journal so a real trade cannot accidentally be recorded as practice.

The Playbook stores the setups you allow yourself to trade. Each setup can describe its market context, entry confirmation, invalidation, management rules, examples, and grade.

Create one setup for each genuinely different strategy. Avoid creating a new setup name merely to explain a losing trade.

Analytics calculates net profit or loss, win rate, profit factor, average trade, and grouped reports. Select Actual, Practice, or All before drawing a conclusion.

Filters and display modes

• Search by market or setup.
• View results in Dollars, Percentage, R-Multiple, Ticks, Pips, Points, or Privacy mode.
• Open setup, market, timing, risk, behavior, and consistency reports.

This workspace contains CSV validation, backtest plans, replay reviews, and connection status.

• CSV validation: checks a trade-history file for required columns before import.
• Backtest plan: writes the strategy hypothesis, market, sample size, rules, and success measurement before reviewing history.
• Replay review: attaches hindsight observations and lessons to a journal trade.
• Connections: explains when secure broker or prop-firm API access is required.

Quick Note is available in the top bar from every dashboard screen. It automatically records the date and time, saves the note to the connected trader workspace, and can send the note directly to the AI Coach.

The coach helps turn mistakes, checklist needs, and discipline problems into a focused plan. It is process coaching, not a trade signal and not financial advice.

The AI Coach uses your saved journals, TradeReady plans, analytics, and quick notes to provide process-focused guidance.

My Tools contains trading calculators for position size, risk amount, risk percentage, stop distance, take-profit distance, drawdown, maximum position, fixed-dollar risk, and reward-to-risk.

Search by name, filter by category, favorite frequently used tools, create collections, assign tools to collections, and reopen recent tools.

Settings controls display name, timezone, starting balance, risk per trade, daily loss limit, maximum drawdown, and whether practice progress appears on the dashboard.

The portal is private to approved accounts. Connected subscriber records are saved to the authenticated trader workspace, with a browser copy kept for fast use.