Navigating the Dashboard

Navigating the Dashboard

The TraderNest dashboard is your trading command center. It gives you a quick, visual overview of your performance with charts, metrics, and widgets that update automatically as new trades are synced. This guide walks you through every section of the interface so you can find what you need quickly.

Sidebar Navigation

The left sidebar is your main navigation hub. Here is what each section contains:

• Dashboard — Your main performance overview with KPI cards, charts, and widgets.
• Trades — A complete table of every trade you have imported, with filtering, sorting, and detail views.
• Calendar — A monthly calendar view with daily P&L color-coded in green (profit) and red (loss).
• Strategy — Create and manage your trading strategies with defined rules for entries, exits, and risk management.
• Insights — Five deep-dive analytics pages covering Time, Risk-Reward, Duration, Pair, and Fee analysis.
• Academy — Courses and exercises focused on trading psychology and discipline improvement.
• AI Hawk — Your AI trading coach. Access pattern detection, chat-based coaching, and proactive alerts.
• Community — Join trading communities, view leaderboards, and participate in discussions.
• Settings — Account settings, exchange connections, billing, and preferences.

Dashboard Widgets

The main dashboard page is organized into widgets that give you a snapshot of your trading performance. On the Free plan, you see four fixed widgets. On Starter and above, you get the full dashboard. Advanced plan users can also create custom P&L cards.

The core widgets include:

• Cumulative P&L Chart — A line chart showing your total profit or loss over time. An upward slope means you are in a profitable period; a downward slope indicates a drawdown.
• P&L by Hour — A heatmap-style chart showing which hours of the day are most profitable for you and which hours consistently lose money.
• Trade Exit Outcomes — A breakdown of how your trades end: hit take-profit, hit stop-loss, manual close, or liquidation. This reveals a lot about your discipline.
• Trading Calendar — A mini calendar showing your daily P&L at a glance with color coding.

Understanding the KPI Metrics

At the top of the dashboard, you will find KPI (Key Performance Indicator) cards that summarize your most important trading numbers. Here is what each one means:

• Total Trades — The total number of completed trades in your selected date range.
• Win Rate — The percentage of trades that were profitable. A winning trade is any trade where the net P&L (after fees) is positive.
• Profit Factor — Your gross profit divided by your gross loss. A profit factor above 1.0 means you are profitable overall. Above 1.5 is good. Above 2.0 is excellent.
• Average R:R — Your average risk-to-reward ratio across all trades. This tells you how much you typically make on winners compared to how much you lose on losers.
• Total P&L — Your total profit or loss in your selected currency for the date range.
• Average P&L — Your average profit or loss per trade.

Date Range Selector

The date range selector sits at the top of the dashboard and controls which trades are included in all the widgets and metrics below. You can choose from preset ranges like "Last 7 Days," "Last 30 Days," "This Month," or "All Time," or set a custom date range with specific start and end dates.

When you change the date range, every widget, chart, and KPI card on the dashboard updates to reflect only the trades within that period. This is useful for comparing performance across different time windows or focusing on a specific trading session.

Dark and Light Mode

TraderNest supports both dark and light mode. You can toggle between them using the theme switch in the top navigation bar. Your preference is saved and applied automatically the next time you log in.

Mobile Navigation

On mobile devices, the sidebar collapses into a hamburger menu. Tap the menu icon in the top-left corner to reveal the full navigation. All pages and features are accessible on mobile, though some charts and tables are optimized for larger screens. For the best experience with detailed analytics, we recommend using a desktop or tablet.