Dashboard Overview
Dashboard Overview
The TraderNest Dashboard is your command center. Every time you log in, you land here — a single view that summarizes your trading performance and gives you immediate insight into what is working and what needs attention. Understanding each element on the dashboard lets you make faster, better-informed decisions about your next trading session.
KPI Cards
At the very top of the dashboard you will find a row of KPI (Key Performance Indicator) cards. These are the numbers that matter most to every trader:
- Total Trades — The number of completed trades within the selected date range.
- Win Rate — The percentage of trades that closed in profit. A win rate above 50% is often cited as a baseline, but it only tells part of the story — you also need to look at your risk-reward ratio.
- Profit Factor — Gross profit divided by gross loss. A profit factor above 1.0 means you are net profitable. Experienced traders aim for 1.5 or higher.
- Average R:R — Your average risk-to-reward ratio across all trades. This tells you how much you win on winners relative to how much you lose on losers.
- Total P&L — Your net profit or loss in your selected display currency, after fees.
- Average Trade Duration — How long you hold trades on average, which helps you understand your trading style (scalping, day trading, swing trading).
Dashboard Widgets
Below the KPI cards, the dashboard displays several interactive widgets. The exact widgets you see depend on your subscription plan:
- Cumulative P&L Chart — A line chart plotting your running total profit and loss over time. This is the single most important chart on the dashboard because it shows whether your equity curve trends upward.
- P&L by Hour & Day — A heatmap that reveals which hours and days of the week are most (and least) profitable for you.
- Trade Exit Outcomes — A donut or bar chart breaking down how your trades end: take profit hit, stop loss hit, manual close, or liquidation.
- Trading Calendar — A month-view calendar where each day is color-coded green (profit) or red (loss), giving you a quick visual of consistency.
Free Plan vs. Paid Plan Widgets
If you are on the Free plan, the dashboard shows four fixed widgets with limited data (3 months of trade history). Upgrading to the Starter plan unlocks the full dashboard with unlimited trade history. The Advanced plan adds custom P&L cards that let you create personalized metric views tailored to your strategy.
Date Range Selector
Near the top of the dashboard you will find the date range selector. This is a global control — changing it updates every widget and KPI card simultaneously. You can choose from preset ranges:
- Today — Trades opened or closed today.
- This Week — Monday through today.
- This Month — First of the month through today.
- Last 30 Days — Rolling 30-day window.
- Last 90 Days — Rolling 90-day window.
- All Time — Every trade in your account.
- Custom Range — Pick a specific start and end date.
How to Read Your Dashboard Effectively
Follow this quick routine every time you open TraderNest:
Check the Cumulative P&L
Is the line trending up, down, or sideways? A flat or declining equity curve over several weeks signals that something in your approach needs adjustment.
Review Win Rate and Profit Factor Together
A high win rate with a low profit factor means your winners are too small relative to your losers. A low win rate with a high profit factor means you might be cutting winners early or taking too few trades.
Scan the Calendar
Look for clusters of red days. If every Monday is red, you might be starting the week with revenge trades from the weekend. If Friday afternoons are consistently red, you may be forcing trades before the market closes.
Check Exit Outcomes
If a large percentage of your trades end in manual close or liquidation instead of hitting your take profit or stop loss, your trade management needs work.
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