Trading Metrics
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Portfolio Management

Organize trades across multiple portfolios, manage team members, and track different strategies separately.

Member performance ranking across a trading desk, showing each member’s net profit and loss and a summary of who is on track

Product shown with sample data.

Overview

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
The portfolio overview panel for a prop trading desk, showing its name, description and settings
Asset Tracking

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
The portfolio assets table listing each held asset with its balance and value
Team Access

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
The portfolio members table: each member with their role - owner, manager, trader or viewer - one marked suspended, alongside their win, loss, profit factor and realised profit and loss
Strategy

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
The portfolio trading plans table listing each plan with its maximum risk percent, minimum patterns and minimum R-multiple
Pattern Tagging

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
  • See which setups hold up over time
The portfolio trading patterns library, listing the setup, risk and mistake patterns available to the portfolio
History

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
The portfolio transactions table: deposits, currency conversions and futures positions with their settlement amounts and fees

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