Want to know which setup pays you and which mistake costs you, without opening the reports? Three Dashboard widgets rank them for you: Setup Performance Distribution, Mistakes Distribution and Custom Tags Distribution.
- On the Dashboard, click the Add/Modify widgets icon in the top bar, open the Add Widget slot and add Setup Performance Distribution (as a donut or as bubbles), Mistakes Distribution and Custom Tags Distribution. Click Apply.
- In each widget, read Max. Profit and Max. Loss at the top: the best and the worst result among your setups, mistakes or tags.
- Under Top 5 setups (or Top 5 mistakes, Top 5 tags), each row has a color that matches its slice or bubble, the name and its result. Everything beyond the top five is grouped as Other.
- Hover a slice of the donut or a bubble to see its name, its Weight (its share) and, on the bubbles, its number of Trades.
- Click View Report to open the full report: Setups, Mistakes or Custom Tags.
The widgets follow the Date range and filters at the top of the page. If a widget says No setup data or No mistakes data, tag your trades with a setup, a mistake or a custom tag first, then come back.
