Help Centre / Reports

Help Centre

Reports

Reports in the sidebar lists every week and month you could report on. A week is ready the Monday after it ends; a month is ready once it ends.

Video walkthrough coming soon

A short video showing each of these steps will appear here.

Steps

  1. Pick a week and click Generate. It is saved automatically and the row flips to View report.
  2. A report gives you an equity curve, win rate, profit factor, best and worst day, max drawdown, a tag performance table, and four AI observations about how you traded.
  3. Open a saved report and click Share to get a public link, copied to your clipboard.

Good to know

  • Weekly reports are free. Monthly reports are a Pro feature.
  • A period needs at least three trades before it can be reported on.
  • Reports always cover all your account books together, not the selected tab.
  • On the free plan you can generate four reports a month, and the AI commentary is based on that week's ten largest trades by absolute P&L. Every number and chart in the report still covers every trade in the week — only the written commentary is sampled. The counter resets on the first of the month.
  • A generation is only counted when it succeeds. A failed attempt costs you nothing.
  • A shared link is public to anyone who has it and needs no login. It shows the percentage return, win rate, average win and the AI observations — it does not show your dollar P&L, profit factor, trade count or drawdown. Share links cannot currently be revoked, so only share one you are happy to leave public.

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