> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics Dashboard

> Your daily command center for trading performance

The Performance Dashboard is your daily command center. It provides a consolidated view of all your trading accounts and key metrics at a glance.

## Dashboard Overview

### What You See

| Section | Description |
| - | - |
| **Consolidated P\&L** | Total profit and loss across all your accounts |
| **Account Status Cards** | Quick view of each account's health, balance, and status |
| **Performance Charts** | Visual breakdowns of your trading results over time |
| **Goal Progress** | Progress toward your weekly and monthly profit targets |
| **Recent Alerts** | Notifications about accounts that need attention |
| **AI Insights** | Data-driven observations about your trading patterns (Pro plan) |

## Dashboard Widgets

The dashboard uses customizable stat widgets to display your key metrics:

> [card] Total P\&L
>
> Net profit/loss across all accounts

> [card] Win Rate
>
> Percentage of winning trades

> [card] Total Trades
>
> Number of completed trades

> [card] Profit Factor
>
> Gross profit to gross loss ratio

> [card] Avg Win/Loss
>
> Average win vs. average loss size

> [card] Best Day
>
> Your highest single-day profit

### Additional Metrics

* Worst trading day
* Performance by session (Asia, London, New York)
* Performance by instrument (ES, NQ, CL, GC)
* Hold time analysis
* Expectancy

## Date Range Filtering

Use the date range picker to view performance over different time periods:

| Preset | Description |
| - | - |
| **Today** | Current trading day |
| **This Week** | Monday through today |
| **This Month** | First of month through today |
| **This Quarter** | Current quarter |
| **Custom** | Select specific start and end dates |

All dashboard widgets and charts update based on your selected range.

## Account Cards

Each account displays a status card showing:

* Account name and broker
* Current balance
* Account type (Evaluation, Funded, Live, Live Account)
* Status indicator (Active, Inactive, Suspended, Closed)
* Daily P\&L
* Quick access to account details

> [!NOTE]
>
> Click any account card to drill down into detailed performance metrics for that specific account.

## Performance Charts

### P\&L Over Time

Line or bar chart showing profit/loss progression day by day, week by week, or month by month.

### Distribution Charts

* Win vs. loss distribution
* Profit by instrument
* Profit by session time
* Trade outcome breakdown

### Equity Curve

Track your account equity over time to visualize your trading journey.

## Currency Display

Edge Analyzer supports multiple display currencies. Your account data is stored in the original currency and converted for display using current exchange rates.

**1. Go to Settings**

Navigate to **Settings** in the sidebar.

**2. Select Currency**

Choose your preferred display currency.

**3. View Dashboard**

All values are now shown in your selected currency.

## Goal Progress

The dashboard displays your goal progress as a visual indicator:

| Color | Meaning |
| - | - |
| 🟢 **Green** | On track to meet or exceed your target |
| 🟡 **Yellow** | Behind pace but still achievable |
| 🔴 **Red** | Significantly behind target |

Goals are calculated from your actual trade P\&L across all active accounts.

> [!NOTE]
>
> Set your weekly and monthly profit targets in the Goals section to enable progress tracking.

## Recent Alerts

The dashboard shows your most recent alerts, including:

* Accounts approaching prop firm rule limits
* Goal milestone notifications
* Connection status changes
* Account status updates

Click any alert to view details and take action.


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