¶ Performance
¶ Description:
The Performance Module provides users with a detailed overview of their account performance metrics. It allows traders to track key financial statistics such as buying power, monthly and yearly profits, and transaction summaries. This module helps users monitor and improve their trading strategies by offering clear, data-driven insights.
¶ Key Features:
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Portfolio Overview: Displays the total portfolio size and available buying power.
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Monthly Performance: Tracks:
- Month Buy: Total purchases within the month.
- Month Sell: Total sales within the month.
- Month Interest: Interest earned during the month.
- Month Dividend: Dividends received within the month.
- Month Profit: Realized profits for the month.
- Month Net Profit: Net profit after accounting for expenses or losses.
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Year-to-Date (YTD) Summary:
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YTD Net Buy: Cumulative buys for the year.
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YTD Net Sell: Cumulative sales for the year.
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YTD Net Profit: Total profit accumulated since the start of the year.
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Cost and Value Tracking:
- Value: The current value of the investments (disabled by default).
- Cost: The total cost of the investments (disabled by default).
¶ Widgets Overview:
- PORTFOLIO: Tracks the overall size and holdings in the portfolio.
- BUYING POWER: Shows available funds for trading or investments.
- MONTH BUY: Displays the total value of purchases made in the current month.
- MONTH SELL: Displays the total value of assets sold in the current month.
- MONTH INTEREST: Records interest accrued during the month.
- MONTH DIVIDEND: Summarizes dividends received in the current month.
- MONTH PROFIT: Calculates the realized profit for the month.
- MONTH NET PROFIT: Reports net profit for the month after accounting for expenses.
- YTD NET BUY: Aggregates the total buys for the year.
- YTD NET SELL: Aggregates the total sales for the year.
- YTD NET PROFIT: Summarizes the net profit accumulated over the year.
- VALUE: Displays the market value of holdings (optional widget).
- COST: Shows the total cost of assets (optional widget).
¶ Screenshot:
