Reports (Coming Soon)

Reports

The Reports feature is designed to provide you with structured, periodic summaries of your trading performance — weekly and monthly reports that you can review, export, and use to track your progress over time. This feature is currently in development and will be available soon.

What Reports Will Include

When Reports launches, each report will contain a comprehensive summary of your trading over the selected period. Here is what you can expect:

Weekly Performance Reports

A weekly report covering Monday through Sunday will include:

1. P&L summary — Total P&L for the week, broken down by day.
2. Key metrics — Win rate, profit factor, average R:R, number of trades, and average trade duration for the week.
3. Best and worst trades — Highlights of your largest win and largest loss, with context on what happened.
4. Pattern activity — Which behavioral patterns (revenge trading, overtrading, etc.) were active during the week and their estimated cost.
5. Strategy compliance — What percentage of trades followed your strategy rules.
6. Comparison to previous week — Key metrics compared to the prior week, with arrows indicating improvement or decline.
7. AI coaching note — A brief AI-generated summary of the most important takeaway from the week and a recommendation for the next week.

Monthly Performance Reports

A monthly report will contain everything in the weekly report plus:

1. Monthly equity curve — Your cumulative P&L chart for the month.
2. Week-by-week breakdown — Performance trends across the four or five weeks in the month.
3. Pair performance summary — Which pairs contributed most to your P&L (positive and negative).
4. Fee impact summary — Total fees paid and their percentage of gross profit.
5. Pattern trend analysis — Whether your behavioral patterns are improving, worsening, or stable compared to the previous month.
6. Goal tracking — If you have set monthly goals (e.g., "achieve 1.5+ profit factor," "no revenge trades"), the report tracks progress against those goals.
7. Improvement score — An overall score reflecting your discipline and improvement trajectory.

Export and Sharing

Reports will be exportable in PDF format, making them easy to:

1. Save for personal records — Build an archive of monthly reports to track your long-term growth as a trader.
2. Share with mentors or coaches — If you work with a trading mentor, sharing your reports gives them an instant overview of your performance without needing access to your TraderNest account.
3. Use for prop firm applications — Some proprietary trading firms ask for documented track records. Monthly reports from TraderNest provide a professional, structured format.
4. Tax preparation — While not a substitute for proper tax documentation, the P&L summaries can help you organize your trading income data for tax reporting.

Automatic Report Delivery

Once the feature launches, you will be able to configure automatic report delivery:

1. Weekly reports — Delivered to your email every Monday morning, covering the previous week.
2. Monthly reports — Delivered on the first day of each month, covering the previous month.
3. On-demand reports — Generate a report for any custom date range directly from the Reports page.

Availability

Reports will be available on the Starter plan and above. Free plan users will not have access to the Reports feature.

Stay Updated

We are actively developing the Reports feature and will announce it when it is ready. In the meantime:

1. Use the Dashboard for real-time performance overview.
2. Use the Insights pages for deep-dive analytics.
3. Use Hawk Chat (Starter+) to ask the AI for a performance summary: "Give me a summary of my last week's trading."
4. Use the Export feature on the Trades page to download your raw trade data as CSV for external analysis.