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In Progress

Performance Dashboards

1. Performance & Trade Plan Analytics Tagline: In-depth execution metrics, strategy benchmarking, and historical P&L tracking across all connected trading accounts. Multi-Account Aggregation: Consolidate multiple broker and sim accounts into a single dashboard or drill down into individual accounts. Core Trading Metrics: Instant visibility into Net Realized P&L, Win Rate (W/L ratio), Profit Factor, Max Drawdown, and total trade volume. Interactive Equity & Drawdown Curves: Visualize performance over customizable timeframes (7D, 30D, 90D, YTD, custom) with toggles for Cumulative P&L, Daily returns, and Drawdown. Granular Session Breakdowns: Track daily, weekly, and monthly performance with institutional-grade metrics including High Watermark, Cumulative Drawdown, and Maximum Adverse Excursion (MAE). Data Portability: One-click CSV export and instant data synchronization for offline journaling and tax preparation. 2. Real-Time Positions & Execution Management Tagline: Live multi-account position monitoring, active order tracking, and centralized risk controls. Unified Live Monitor: Track live open positions, unrealized P&L, and working orders across all broker connections (e.g., Tradovate) in real time. Trade Plan Attribution: Monitor which open positions and orders belong to specific automated or manual trade plans. Emergency Risk Controls: Execute rapid multi-level risk mitigation with dedicated account-level flatten buttons and a global "Flatten Everything" kill-switch. Granular Contract Tracking: Clear visibility into symbol, asset class, direction/size (e.g., Long 2 ES), average fill price, and open P&L.

JeremyTang 6 days ago

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Feature Request

Planned

Modular Risk Guardrails

Overview Automating a strategy is only half the battleβ€”protecting your capital is the other. We are introducing a visual, modular approach to account protection and risk management. Instead of hardcoding constraints into individual strategies, you will be able to create independent Risk Guardrails (like daily drawdown limits, maximum win/loss thresholds, or specific time-based trading windows) and simply assign them exactly where they are needed. Key Capabilities Create Custom Protection Rules: Define precise operational boundaries, such as halting execution after a specific daily loss limit, pausing after a set number of consecutive wins, or restricting execution to specific market hours. Drag-and-Drop Deployment: Visually snap your risk rules directly onto specific Trade Plans or broader Broker Account nodes. Layered Defenses: Apply different rules at different levels. For example, place a strict trading window on a volatile Trade Plan, while applying a global maximum daily drawdown rule across your entire Live Broker Account.

Jeremy Tang 3 months ago

πŸ’‘

Feature Request