Using the dashboard

Performance

Open More → Performance on any trading workflow to see how it has done. Signal groups and Community picks have a Performance button too.

The performance view: total profit, a line chart, and a table of tradesThe performance view: total profit, a line chart, and a table of trades

  • Top numbers: total profit or loss, the percent return, the win rate, and wins against losses.
  • Positions or Calendar View: one row per close with the contract, when it closed, the amount, entry, exit, and profit or loss.
  • Refresh loads it again and matches the rows to your broker in one go.

Each workflow shows its own money at your size, so a copy shows its own results, not the author's. Every close makes a row. If a number is not ready yet (a gap in prices or a manual close), it shows a dash instead of a blank.

Need help? Email accesspoint@finmanagerai.com.