Comprehensive Performance Tracking
The Performance section in your Client Portal provides a detailed overview of your trading activities. This powerful analytics tool helps you evaluate your trading results across all your accounts or focus on specific trading accounts for more targeted analysis.
Key Sections
Summary Dashboard
The Summary section offers a comprehensive view of your trading performance with customizable options:
View aggregated performance across all trading accounts
Select individual accounts for focused analysis
Choose specific timeframes to analyze performance trends
Access key performance metrics at a glance
The dashboard displays critical data points including:
Net profit/loss figures
Total number of closed orders
Cumulative trading volume
Equity progression over time
An interactive chart visualizes your performance trajectory, making it easier to identify patterns and trends. Note that the chart displays only closed orders, while real-time statistics are available directly in your trading platform.
Order History
The History of Orders section provides a detailed breakdown of your trading activity:
Filter between closed and open orders
Select specific time periods for analysis
View comprehensive details for each transaction
Export your trading history in CSV format for external analysis
Clicking on any closed order reveals detailed information about the trade, including:
Entry and exit prices
Order size and direction
Profit/loss amount
Closing method (manual close, take profit, stop loss, or stop-out)
For orders closed due to a stop-out, additional summary information is provided to help you understand what triggered the automatic closure.
Trading Protection Benefits
Depending on your region and interface, the benefits section may display recorded trading-protection or account-review information:
Stop Out Protection: Shows instances where this feature prevented premature position closure during volatile market conditions
Negative Balance Protection or Clearing: Displays a recorded protection, review, or clearing outcome when this information is available
A displayed record is historical account information, not confirmation that a future negative balance will be cleared. Under the current policy, clearing is not automatic and eligibility is assessed across the account holder's entire profile.
Analytical Value
The Performance section serves as a valuable tool for:
Evaluating trading strategies over different timeframes
Identifying strengths and weaknesses in your trading approach
Making data-driven decisions to improve future performance
Maintaining detailed records for accounting and tax purposes
By regularly reviewing your performance metrics, you can gain deeper insights into your trading patterns and make more informed decisions to optimize your trading strategy.