Portfolio Management
Organize trades across multiple portfolios, manage team members, and track different strategies separately.
Portfolio Dashboard
Get a complete snapshot of your trading portfolio at a glance. Track key metrics like realized and unrealized P&L, trade count, and overall efficiency across all your positions.
- Real-time portfolio balance and valuation
- Realized and potential profit/loss tracking
- Trading efficiency score calculation
- Multi-currency support with conversion
Asset Management
Track every asset in your portfolio with detailed breakdowns of holdings, cash flow movements, and individual P&L performance. See exactly where your money is and how each asset contributes to your overall returns.
- Complete asset inventory with real-time pricing
- Cash flow tracking (deposits, withdrawals, trades)
- Per-asset profit and loss breakdown
- Support for crypto, forex, stocks, and fiat
Team & Permissions
Collaborate with your trading team using role-based access control. Perfect for prop firms, trading groups, or sharing performance with mentors while maintaining full control over who sees what.
- Four role levels: Owner, Manager, Trader, Viewer
- Per-member trade count and performance stats
- Granular permission controls
- Ideal for copy trading and prop firms
Trading Plans
Define your trading strategies with clear rules, risk parameters, and pre-trade checklists. Track which plans perform best and maintain discipline by following your own guidelines.
- Create multiple trading plans per portfolio
- Set risk percentage and pattern associations
- Pre-trade checklist enforcement
- Win rate tracking per strategy
Trading Patterns
Tag trades with patterns to discover what works and what does not. Identify your best setups, recognize costly mistakes, and build a data-driven understanding of your edge.
- Tag patterns as Setup, Risk, or Mistake
- Different usage for long vs short trades
- Win rate statistics per pattern
- Identify high-probability setups over time
Transaction History
Complete audit trail of every money movement in your portfolio. Track deposits, withdrawals, spot trades, futures positions, and transfers with full transparency.
- Chronological transaction log
- Filter by transaction type
- Incoming and outgoing breakdown
- Export for tax and accounting purposes
Ready to Trade with Clarity?
Join traders who use Trading Metrics to track, analyze, and improve their performance.