¶ Insights
¶ Description:
The Insights module offers advanced analytics to help traders make informed decisions. It provides comprehensive data visualizations, market trends, and key performance metrics to evaluate trading strategies. This module equips users with detailed insights into allocation, profits, trade consistency, and much more, helping traders stay on top of their portfolios and trading activities.
¶ Key Features:
- Detailed Market Insights: Provides real-time data trends and performance analysis.
- Customizable Reports: Generate custom performance breakdowns with relevant metrics.
- In-Depth Data Visualizations: Explore portfolio allocation, trade accuracy, profits, and more through interactive charts and graphs.
- Performance Tracking Widgets: Gain insights into monthly, daily, and yearly targets, profits, and trade performance.
- Sector and Asset Allocation: View sector-wise distribution and allocation by cost and value.
¶ Widgets Overview:
¶ Diversity Widgets:
- Allocation Value: Displays a bubble chart showing the value of each position.
- Value %: Visualizes portfolio value distribution using a pie chart.
- Cost: Illustrates cost allocation per position with a pie chart.
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Cost %: Presents a funnel chart of top cost allocations by percentage.
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Investment: Cash Ratio: A chart comparing the total investment to the available cash balance.
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Sector Wise Distribution: (Optional) Position distribution for each sector.
¶ Profit Widgets:
- Monthly Target: Progress rings showing monthly target achievement.
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Yearly Target: Displays progress toward yearly targets.
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Daily Summary: Provides a daily profit summary in a calendar view.
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Month Profits: Summarizes profits/losses for the selected month.
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Year Profits: Displays yearly profit and loss summaries.
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Unrealized P/L %: Displays a summary of unrealized profit/loss percentages for current positions.
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Buy, Sell & Gain %: Shows a summary of buy, sell, and gain percentages for daily transactions within a month.
¶ P/L (Profit and Loss) Widgets:
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P/L, Deposit & Withdraw: Charts showing P/L trends with deposits and withdrawals.
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Monthly Accuracy: Categorizes trade accuracy for the month into three broad grades.
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Yearly Accuracy: Displays accuracy trends across all trades for the year.
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Risk/Reward Ratio: Visualizes the ratio with graded risk and reward segments.
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Consistency: Evaluates trade consistency with categorized accuracy.
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Monthly Accuracy %: Displays the percentage of trade accuracy across the month.
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Profit Range: (Optional) Shows the range of profit across all trades.
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Gain % Distribution: Visualizes gain percentage distribution across trades.
¶ Day & Time Widgets:
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Trade Count: Tracks the trend of trades over a year or specific month.
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Volume Count: Displays trade volume trends over time.
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Weekly Trade Count: Bar graph showing weekly trade counts.
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Weekly Accuracy: Displays trade accuracy for each week.
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Hourly Trade Count: Bar graph tracking trades for specific hours of the day.
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Hourly Accuracy: Displays hourly trade accuracy trends for a given month.
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Duration Distribution: Analyzes the trend of trade holding durations.
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Duration Accuracy: Categorizes accuracy for different trade types—Intraday, Swing, or Long-term.
¶ Price Widgets:
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Price Distribution: Visualizes the price range trends for trades.
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Accuracy by Price: Shows account accuracy trends for specific price ranges.
¶ Volume Widgets:
- Volume Distribution: Displays the trend of trade volume distribution.
- Accuracy by Volume: Tracks accuracy trends by trade volume.
¶ Symbol Widgets:
- Top 10: Lists the top 10 trades by performance.
- Bottom 10: Lists the bottom 10 trades by performance.
¶ Miscellaneous Widgets:
- Earnings: (Optional) Provides an earnings calendar for portfolio positions.
- World Clock: Displays a world clock with key time zones.
¶ Screenshot Gallery:
Tip: Customize the insights module by enabling or disabling specific widgets to suit your tracking preferences. Use the interactive widgets for detailed analysis of profits, trade accuracy, and asset allocation.