Use the TradeLyser Trading Calendar
The TradeLyser trading calendar gives you a month-at-a-glance view of when you traded, how each day performed, and whether you completed process goals like journaling and daily checklist items. Color-coded days (green profit, red loss, neutral/no trade) help Indian traders spot overtrading, consistency gaps, and seasonal patterns without exporting to spreadsheets first.
Use the calendar as the bridge between raw trades log data and qualitative review in daily journal. Pair it with track checklist completion for discipline metrics on the same dates.
Why a trading calendar matters
| Question | Calendar answers |
|---|---|
| Did I trade too many days in a row? | Visual density of marked days |
| Are losses clustered? | Red streaks across weeks |
| Did I journal on green days only? | Journal markers vs P&L color |
| Is my checklist slipping? | Completion overlay (track completion) |
Calendar complements generate reports aggregates with intuitive time navigation.
Open the trading calendar
Step 1: Navigate to Calendar
Option A — Sidebar
- Sign in to TradeLyser.
- Click Calendar in the sidebar (or Start My Day if your build groups calendar there — see navigate sidebar).
Option B — Dashboard widget
- Open customize dashboard.
- Add a calendar or month-summary widget if available.
- Click through to full calendar view.
Step 2: Choose month and year
Use arrow controls or month picker to move between months. Future dates may appear blank or disabled until trades exist.
Step 3: Read the monthly grid
Each day cell typically shows:
- Background color — daily P&L sign (green/red/gray)
- Trade count — number of closed trades that session
- Icons — journal entry present, checklist complete/partial
- Tooltip or legend — exact P&L on hover (desktop)
Legend keys appear near the calendar; verify incorrect P&L if colors look wrong after import.
Click a day for drill-down
Step 4: Open day details
-
Click any day with activity (or any day to plan ahead).
-
A day panel or detail page opens with:
- List of trades (view trades log filtered to that date)
- Day P&L total
- Linked journal entry (create or edit via create journal entry)
- Checklist status for that date (complete daily checklist)
-
Jump to a trade to tag, rate, or add notes (rate trades).
Empty days may still allow checklist pre-market work even with zero trades—useful for no-trade discipline days.
Calendar features in depth
P&L heat map
Colors reflect realized day P&L from synced/imported trades:
- Ensure broker sync ran for the session
- Multi-account users: confirm switch accounts context matches the calendar scope
- Charges-only days may show flat gray
Trading frequency
Spot overtrading (many red/green dots in one week) or under-engagement (long gray stretches). Align with discipline score trends.
Journal markers
Days with journal entries show an indicator—close the loop on profitable days, not only losing ones, to avoid survivorship bias in reviews.
Checklist overlay
Partial completion may show yellow; full completion green check. Deep dive: track checklist completion.
Workflows by trader type
Intraday NSE/BSE
- Pre-market: open calendar today → start checklist pre-market block.
- Post 3:30 PM IST: sync trades → confirm day color matches broker.
- Evening: journal + mark checklist post-market complete.
Swing / positional
- Use calendar to see holding periods across weeks.
- Click entry/exit days separately if trades span dates.
- Weekly Sunday review: scan month for R-multiple patterns in reports.
Coach + mentee (Pro)
Mentors reviewing mentees should use mentee login or mentee view; calendar on mentor account shows your data only unless grant mentee access viewing rules expose calendar—confirm permissions.
Calendar vs other views
| View | Strength |
|---|---|
| Calendar | Time patterns, streaks, checklist/journal per day |
| Trades log | Sortable table, symbol filters |
| Dashboard widgets | Rolling metrics, customizable |
| Trading calendar | You are here |
Data prerequisites
Calendar populates after trades exist:
- Connect broker or import CSV
- Run sync historical trades for past months
- If days missing, follow missing trades before blaming the calendar
Theme and display
Calendar respects theme toggle. Dark mode preserves red/green semantics; if contrast is weak, switch theme temporarily for monthly screenshot archives.
Monthly and quarterly review rituals
Use the calendar as the spine of structured reviews:
Weekly (15 minutes)
Scan the current week row for red clusters; open each red day and read journal text; note repeated mistakes in discipline diary.
Monthly (45 minutes)
Compare first half vs second half of month P&L colors; export reports for win rate validation; adjust strategy board rules if one setup dominated losses.
Quarterly (90 minutes)
Align calendar with tax or fiscal planning; verify sync historical trades filled any missing historical days before drawing capital allocation conclusions.
Combining calendar with checklist completion heat
When track checklist completion overlays partial days (yellow), ask:
- Did low checklist correlates with red P&L days?
- Are green P&L days skipping journal items (overconfidence)?
Calendar makes those questions visual instead of spreadsheet work.
Filters, accounts, and date boundaries
Before interpreting colors:
- Set account scope to All or the broker you traded that day (switch accounts).
- Remember IST session date for overnight/global instruments—misaligned dates make a profitable US session appear on the wrong local cell.
- After edit trade corrections, refresh calendar—colors should update when P&L recalculates.
Printing and sharing calendar views
For mentor accountability, screenshot the month with personal identifiers cropped. Light theme (theme toggle) often prints cleaner on paper. Do not share login screenshots—share exported report PDFs when mentee needs numeric detail under manage mentee permissions.
Linking calendar days to AI and reports
After a strong or weak week on the calendar, run generate AI analytics or open win rate analysis for the same date filter you used visually. Calendar tells you when behavior clustered; reports tell you how much it cost. Keeping date filters aligned avoids debating red days that were actually break-even after fees (configure fees tax).
Troubleshooting
| Issue | Fix |
|---|---|
| Blank month | Import/sync trades; expand date range |
| Wrong colors | Reconcile P&L; fees settings (configure fees tax) |
| No journal icon | Create entry for that date |
| Checklist always incomplete | Customize checklist; complete items honestly |
| Weekend marks | Delivery/settlement trades or manual entries—verify trade timestamps |
Email support@tradelyser.com with account email, month, and broker name if colors disagree with broker statements.
Spotting expiry-week and holiday patterns on the calendar
Indian traders often see red clusters on monthly F&O expiry Thursdays or green streaks after disciplined no-trade days following a drawdown. The calendar makes those clusters obvious without building a pivot table—click a red day to open trades, then compare checklist icons: a yellow partial checklist on a red P&L day means process slipped while markets cooperated, or the opposite on a green day with incomplete complete daily checklist work.
Mark exchange holidays mentally when the grid shows flat gray weeks—verify against the NSE holiday list if you expected no marks. After sync broker trades from multiple brokers, confirm switch accounts scope before interpreting month color. Link strong weeks to track checklist completion streaks and weak weeks to max drawdown reports using the same date filter. Mentors reviewing mentee progress should ask for calendar screenshots plus manage mentee permissions scope clarity, not account passwords.
Related guides
- Complete Daily Checklist
- Track Checklist Completion
- Create Journal Entry
- Setup Daily Checklist
- Sync Broker Trades
- Contact Support
Frequently asked questions
Where is the trading calendar in TradeLyser?
Open Calendar from the sidebar or a dashboard widget linked to the calendar view.
What do green and red days mean?
Green typically indicates net positive realized P&L that day; red indicates net loss; gray often means no trades or flat result.
Can I see trades for a specific day?
Yes—click the day to open trades, P&L, journal, and checklist for that date.
Does the calendar include open positions?
Calendar day P&L is usually realized for that session; open risk lives under open positions.
Why is a trading day missing?
Sync not run, wrong account filter, or trades outside selected month—see missing trades.
How does checklist completion appear?
Icons or colors show full, partial, or incomplete checklist status—details in track checklist completion.
Can I navigate months quickly?
Use month/year controls; some builds support keyboard arrows.
Is calendar available on mobile?
Yes on supported mobile web/app layouts—see mobile access.
Do holidays show automatically?
Exchange holidays may appear as non-trading context depending on version; verify against NSE holiday calendar independently.
Who fixes calendar data mismatches?
Start with sync and P&L settings; then contact support@tradelyser.com with broker screenshots.
Can I jump from calendar to a specific trade note?
Yes—open the day, select the trade, then use add notes from the trade detail path.
Does calendar show paper trading accounts separately?
If paper and live are separate linked accounts, switch account context before reading colors—mixed scope can blend results.
How do partial checklist days look on calendar?
Often yellow or a partial icon; full green checklist with red P&L still means process win with outcome loss—review both.
Need help? support@tradelyser.com · Contact Support