Analytics: Stats, Insights, Calendar, P&L & ROI

Stats & Performance Dashboard

Your trades feed a real-time Stats & Performance Dashboard for the active portfolio. See win rate, expectancy, average win/loss, and commission/fee impact at a glance. The dashboard answers: “How am I really doing?”—without spreadsheets.

• Win rate and expectancy — Core metrics that tell you if your edge is real. TradeJournal calculates these from your closed trades.
• Commission & fee tracking — Costs are included so your P&L and stats reflect true performance. Essential for tax reporting and honest self-assessment.
• Time-based views — Filter by date range, so you can compare this month vs. last, or YTD. All scoped to the portfolio you have selected.

Stats are available on all plans. Paid plans add advanced statistics and metrics, so you can go deeper when you’re ready.

Insights

Insights go beyond raw numbers: when do you trade best? Which symbols or setups work? Where are you leaking? TradeJournal surfaces time-based and behavioral insights so you can fix weak spots and double down on what works.

• Time-of-day and day-of-week — See which hours and days are profitable. Many traders discover they perform better at certain times—Insights make that visible.
• Symbol and sector breakdown — Which names and sectors contribute most (or hurt most). Informs position sizing and focus.
• Advanced statistics & pattern recognition (paid) — Deeper metrics and pattern recognition help you spot recurring mistakes and winning patterns. Auto-generated trade charts (paid) visualize each trade in context.

Insights are built on the same trade data in your portfolio—no extra data entry. Switch portfolio and Insights update for that strategy.

Calendar

The Calendar view shows your trading activity and P&L by day and month. See which days you traded, how much you made or lost, and how the month shapes up. No more digging through a long trade list—Calendar gives you a bird’s-eye view of your trading rhythm and results.

• Daily and monthly P&L — Click a day to see that day’s trades and total P&L. Scroll the month to see consistency and drawdowns.
• Activity at a glance — Busy vs. quiet days, winning vs. losing streaks. Calendar makes patterns obvious.
• Portfolio-scoped — Calendar always reflects the active portfolio, so you can have one calendar for day trading and another for swing.

Calendar is included on all plans. Pair it with Running P&L and ROI for a complete picture of performance over time.

Running P&L

Running P&L (equity curve) shows your cumulative profit and loss over time for the active portfolio. It’s the line that goes up when you’re making money and down when you’re not—essential for understanding drawdowns, consistency, and whether your process is working.

• Equity curve — See how your account grows (or shrinks) over days, weeks, and months. One chart, one portfolio.
• Drawdown visibility — Running P&L makes drawdowns obvious. How deep, how long, how often—so you can adjust risk and position size.
• No manual work — Built from your trades; update as you log or import. Same data that feeds Stats and ROI.

Running P&L is available on all plans. It’s one of the most requested features for serious traders—and it’s included from day one in TradeJournal.

ROI

ROI (return on investment) tracks your percentage return for the active portfolio over time. How much did you make (or lose) relative to your starting capital or current equity? ROI answers that—so you can compare periods, set goals, and measure progress.

• Portfolio-level return — ROI is calculated for the portfolio you have selected. Different portfolios (e.g., day vs. swing) can have different ROI curves.
• Time ranges — View ROI for the month, quarter, YTD, or custom range. Align with your own review cycle.
• Consistent with Running P&L — Same underlying trade data; ROI is the percentage view, Running P&L is the dollar view. Both help you judge performance.

ROI is included on all plans. For funds and professional managers, TradeJournal’s portfolio-scoped ROI supports the same workflow that Winkler Capital uses for fund-level analytics.

Who Uses TradeJournal Analytics?

Over 12,000 traders use TradeJournal’s analytics to improve. Day traders rely on Stats and Running P&L to stay honest about win rate and drawdowns. Swing traders use Calendar and ROI to see monthly progress. Hedge funds use the same analytics engine for fund-level performance, risk, and administration—proof that the platform scales from individual to institutional.

If you’re choosing a trading journal and want analytics that are built in (not a separate tool), TradeJournal gives you Stats, Insights, Calendar, Running P&L, and ROI in one place—all tied to your portfolio. Compare plans and book a free pro trader call to see the full analytics stack.

Frequently Asked Questions: Analytics in TradeJournal