User Guide


Performance Report

Display or print a list of trade performance metrics for a defined time period, sorted by TrNum:
1. Click Reports, Performance.
2. Set the desired Start and End dates
3. Click the Run Report button.
4. The Report Preview window will display the specified report.
The following metrics are included in this report:
  • Sales/Purchases
  • Total Profit/Loss
  • Total Winning Profit/Loss
  • Commissions
  • Average Profit/Loss per share
  • Total Losing Profit/Loss
  • Shares Closed
  • Average Profit/Loss per trade
  • Total Winning Shares (#, %)
  • Largest Profit/Loss
  • Total Losing Shares (#, %)