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How to Generate Performance Reports

Overview​

Create comprehensive trading performance reports for analysis and review.

Steps​

1. Navigate to Reports​

  1. Click "Reports" in sidebar
  2. Or go to main menu > "Reports & Analytics"

2. Select Report Type​

Choose from:

  • Overview Report: Complete performance summary
  • P&L Report: Profit and loss analysis
  • Trade Statistics: Detailed trade metrics
  • Strategy Report: Strategy-wise breakdown
  • Custom Report: Build your own

3. Configure Report Parameters​

Date Range:

  • Last 7/30/90 days
  • This month/quarter/year
  • Custom date range

Account Filter:

  • Specific account
  • All accounts
  • Compare multiple

Include:

  • Charts and graphs
  • Trade list
  • Statistics tables
  • Insights and recommendations

4. Generate Report​

  1. Click "Generate Report"
  2. Processing indicator shows
  3. Report displays on screen

5. Review Report​

Report includes:

  • Executive summary
  • Key performance metrics
  • Visual charts
  • Trade breakdown
  • Insights and patterns
  • Recommendations

6. Export or Share​

Export Options:

  • PDF for printing
  • Excel for analysis
  • Email report
  • Share link

Success!​

Your performance report is generated and ready to use.

Report Types Explained​

Overview Report​

📊 Includes:

  • Total P&L
  • Win rate
  • Trade count
  • ROI
  • Key charts
  • Monthly breakdown
  • Top performers

Best For: Weekly/monthly reviews

P&L Report​

💰 Includes:

  • Gross P&L
  • Net P&L (after costs)
  • P&L by symbol
  • P&L by strategy
  • Daily/weekly/monthly
  • Cumulative P&L curve

Best For: Financial analysis

Trade Statistics​

📈 Includes:

  • Win/loss ratio
  • Average trade metrics
  • Hold time analysis
  • Best/worst trades
  • Consistency metrics
  • Statistical significance

Best For: Performance optimization

Strategy Report​

🎯 Includes:

  • Strategy comparison
  • Individual strategy stats
  • Setup success rates
  • Recommendations
  • Optimization insights

Best For: Strategy evaluation

Report Components​

Executive Summary​

  • Quick overview at top
  • Key highlights
  • Major changes
  • Action items

Performance Metrics​

  • Total P&L
  • Win rate
  • Trade count
  • ROI %
  • Profit factor
  • Sharpe ratio

Visual Charts​

  • Equity curve
  • P&L distribution
  • Win/loss pie chart
  • Monthly bar chart
  • Time-based analysis

Detailed Tables​

  • All trades list
  • Statistics breakdown
  • Comparison tables
  • Rankings

Scheduled Reports​

Automatic Reports​

Set up recurring reports:

  • Weekly: Every Sunday
  • Monthly: End of month
  • Quarterly: Every 3 months
  • Annual: Year-end

Delivered automatically to email

Custom Reports​

Build Your Own​

  1. Select metrics to include
  2. Choose chart types
  3. Pick date ranges
  4. Add filters
  5. Save as template
  6. Reuse anytime

Comparison Reports​

Compare Periods​

  • This month vs last month
  • This quarter vs last quarter
  • YTD vs last year
  • Any two periods

Shows:

  • Improvement or decline
  • Change percentage
  • Trend direction
  • Contributing factors

Report Templates​

Pre-built Templates​

  • Beginner Report: Simple metrics
  • Advanced Report: All stats
  • Visual Report: Chart-heavy
  • Detailed Report: Complete data
  • Summary Report: Brief overview

Quick Tips​

  • Generate reports weekly
  • Review before trading week
  • Share with mentor
  • Track month-over-month
  • Export for records
  • Use for goal setting

Report Best Practices​

When to Generate​

✅ End of trading week
✅ Monthly review
✅ After major changes
✅ Before strategy adjustments
✅ Tax season

What to Look For​

🔍 Improvement trends
🔍 Declining metrics
🔍 Best performers
🔍 Problem areas
🔍 Patterns and correlations

Share Reports​

With Mentor​

If using mentee access:

  • Share report link
  • Get expert feedback
  • Discuss improvements
  • Set goals together

With Accountant​

  • Tax preparation
  • Income documentation
  • Expense tracking
  • Year-end reports

Mobile Reports​

View on Mobile​

  • Simplified mobile view
  • Key metrics visible
  • Charts optimized
  • Quick overview

Report History​

Past Reports​

  • View previously generated
  • Compare over time
  • Track changes
  • Archive important ones

Next Steps​

Troubleshooting​

Report blank? Check date range has trades
Missing data? Sync or import trades
Export failed? Try different format
Too slow? Reduce date range
Need help? Contact support@tradelyser.com

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