Want to see how much a habit is costing you, like oversizing? A What If scenario reruns your results as if you had left those trades out, and puts the result next to your real numbers.
- In Reports, open Performance > What If.
- Click New Scenario. You can have two scenarios at a time, A and B. A new one starts equal to your original results.
- Click Add Filter and choose what defines the scenario, for example Mistake. Add more filters to narrow it further.
- Choose Does not match any of and tick Oversized. Scenario B now shows your trading without the trades tagged with that mistake.
- Compare the lines. Original is your real results; each scenario has its own colour. The tabs above the chart (PnL, Averages, Performance, Drawdown, Trades, Hold Time, Commissions, Advanced) group the metrics.
- Click any card in Market Stats to change the metric the chart shows. Each card lists Original (O) and every scenario, with the change in percent.
- Use the arrow at the top right to collapse or expand the scenarios and get more room for the cards.
- To remove a scenario, click the x at the top right of its card. Use the trash icon on a filter to remove just that filter.
What If always looks at all of your trades, so it does not follow the Date range of the top bar.
