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Getting started

Dashboard

Dashboard is a configurable overview of live trading activity. It uses the account and date filters in the header.

Filter the data

Choose one account, several accounts, or all eligible accounts. Use the date control for all history, 7, 30, or 90 days. Accounts excluded from overall statistics do not join combined results unless selected directly.

Change display mode

  • 1 shows money values.
  • 2 shows percent values.
  • 3 hides sensitive values.

Hidden mode masks balances and money figures when sharing your screen.

Edit the layout

Select the edit control in the header. Add widgets, move them, resize supported widgets, change breakdown settings, or remove widgets. Finish editing to lock the dashboard.

Templates save or restore a widget arrangement. They do not copy trading data.

Available widgets

Summary widgets include P&L Summary, Win Rate, Rule Status, Profit Factor, and Max Drawdown. Larger widgets include Equity Curve, Recent Trades, Account Balances, Forexizer Score, Trade Calendar, News, Daily Log, Daily Goals, Sticky Note, and configurable Performance breakdowns.

Performance breakdowns can group results by setup, instrument, session, direction, weekday, hour, month, mistake, emotion, or rating.

Mixed currencies

Forexizer converts closed-trade P&L into your display currency using historical rates. If any required rate is missing, affected money widgets show Rates pending instead of a partial or zero total.

Equity and drawdown

The equity curve applies closed-trade net P&L in close-date order. Deposits and withdrawals affect balances but do not count as trading returns. Drawdown measures the largest peak-to-trough decline. Drawdown percentage uses peak account equity as its base.