What is the Performance Dashboard?
The TopstepX™ platform has a real-time, user-friendly Performance Dashboard for tracking, analyzing, and optimizing your trading performance. Gain insights from high-level overviews to detailed breakdowns of your trading results by day of the week and trade duration. The Performance Stats page leverages data-driven insights, empowering traders to make informed decisions and refine their strategies for a clear and comprehensive view of their trading performance.
To access your Performance Stats and Dashboard, click the "Performance Stats" tab on the left-hand side of your screen.
Helpful Tips
The Performance Stats page will be available for all Practice, Trading Combine, and Express Funded Accounts on the desktop version only (it's not mobile-friendly).
The information available on the Performance Stats page will update as you complete round-turn trades.
If you have multiple browser tabs open with one page open to the performance page, you will need to refresh the page as trades are completed.
Performance Dashboard Features
The following features are included on the Performance Dashboard:
Trader Journal
Calendar with Daily P&L
Social Sharing
Trade Log with a breakdown of trades
Trade ID
Symbol
QTY
Entry Order ID
Entry Price
Exit Order ID
Exit Price
Fees
P&L
Order Type
Performance Stats:
The following stats are included on the Performance Dashboard:
Account Balance High
Current Account Balance
Account Balance Low
Best Day % of Total Profit
Avg. Winning Trade
Avg. Losing Trade
Best Trade
Worst Trade
Total number of trades
Total number of contracts traded
Win Rate
Weekly and monthly P&L per account on the calendar page
Percentage of long trades vs. short trades
How often is the data on the performance stats page updated?
The data on the Performance Stats page is typically updated in real-time or, depending on the metric, at the end of the trading day. Only closed trades will be counted in your stats, open orders will not be included.
How can I track my trading history and analyze page trades?
The Performance Stats page includes a detailed trade history log where traders can analyze their past trades. This includes information on entry and exit prices, trade duration, volume, and profitability.
What is the win/loss ratio, and how is it calculated?
The win/loss ratio is the ratio of successful trades to unsuccessful trades. It is calculated by dividing the number of profitable trades by the number of losing trades.
Journaling Feature
The Performance Stats page has a useful journaling feature so you can keep track of your emotions, progress, and how the market was moving on any given day. You can also journal about specific trades. Click here for step-by-step instructions on how to access and use the journal.