Keep your trading plan in front of you every day: two Dashboard widgets show whether you are following it and what breaking it costs.
- On the Dashboard, click the Add/Modify widgets icon in the top bar, open the Add Widget slot and add Plan Tracker and Plan Adherence Score. Click Apply.
- No plan yet? Plan Tracker says so and shows a Create a plan button that takes you to Plan Builder.
- If you have several plans, pick the one to track in the small selector at the top of the widget.
- Plan Tracker: the summary card tells you how your latest session went, and the rules card lists your rules with the broken ones first. Hover the rules count (for example 1 broken · 2 followed) to see all your rules.
- On a day with no trades, the widget shows your last session or a weekly roll-up instead.
- Plan Adherence Score: read your Compliance Rate and the Cost of Violations, the money that trades outside your plan cost you. Under Top 5 Rules, each rule shows how often you followed it.
- Click the arrow in either widget header (Go to report) to open Plan Builder.
