1 Set up your account first

Risk parameters are per account, and every calculation on the page depends on them.

• Click Accounts (top right) and add your funded account with its starting balance.
• In the sidebar set Max Drawdown Limit and Daily Loss Limit to your firm's real numbers.
• Add more than one account if you trade several — the switcher at the top left moves between them.

2 Log a trade

Click New Trade. The form fills in the current date and time for you.

• Enter the ticker (NQ, EURUSD, BTC…) and pick Long or Short.
• Choose your setup — this is what builds the P&L-by-setup chart.
• Enter entry and exit. The risk, gross, net and R-multiple update live as you type.
• Leave Exit Price blank while a trade is still open — save it now and update it when you close.
• Use Notes for your post-trade review. This is the part you will actually re-read later.

3 Ticks, points and contracts

The R-multiple and risk figures depend on getting the unit value right.

• Tick / Point Value is the dollar value of one tick or point per unit at your size. Futures: check your contract spec. Forex: the pip value.
• Set Contracts / Lots / Coins to your actual position size.
• Overwrite Net P&L only when your broker's figure differs — it keeps blank on auto.

4 Read the Analytics tab

The KPI row at the top of every tab, in order:

• Account Balance — starting balance plus everything you have logged.
• Net P&L and Win Rate (with your W / L / break-even split).
• Profit Factor — gross win divided by gross loss. Above 1 is profitable.
• Expectancy — average $ per trade, and the average R you are actually earning.
• Avg R:R (planned) — target size against stop size, before the trade is taken.
• Max Drawdown — worst fall from peak, against your floor.

5 What the three charts show

• Equity Curve vs Drawdown Floor — your balance against the level at which you breach.
• P&L by Setup — which strategies actually make you money.
• Performance by Pre-Trade Mindset — how your results change with the state you logged before the trade.

6 Discipline score and the consistency rule

Two different things, shown in two different columns — they are easy to confuse.

• Discipline Score (1–5) — your own rating, set on each trade in the form. It appears in Trade History as Disc. and tells you how well you stuck to your rules.
• Consistency rule — set Consistency Rule Max (%) in the sidebar to your firm's limit (commonly 30–50%). The Consistency column then flags whether your trading breaches it.

7 Trade History and the calendar

• History — filter by account, setup or date. Click any row to reopen it; edit or delete from there.
• Calendar — each day shows that day's P&L; click a day for the trades behind it.
• Export CSV (sidebar) — download everything for a spreadsheet or your broker comparison.