The performance tab generates performance reports, graphs and aggregates related executions/orders based on your historical trade data. The performance tab is broken down into several sub sections.

You can generate a basic report by selecting a date range and report "Mode" which displays the performance data in either currency, percent or point based values and pressing the "Generate" button. The basic report will be generated against all historical trade data for all accounts including the Sim101 account.

Group trade by strategy - When this option is selected, trades are reported as on strategy. For example, if you have a strategy that had multiple entries and exits, all executions are grouped and reported as one trade record under the "Trades" tab with single average entry and exit prices.

Pressing the "Advanced" button will expand the performance tab to include advanced parameters that you can filter your performance reports by.

1. Accounts - Select the accounts you want to include in your performance report

2. Instruments - Select the instruments you want to include in your performance report

3. Templates - Select the strategies that you want to include in your performance report

4. Providers - Select the connectivity providers that you want to include in your performance report

5. Selects the instrument(s) used to filter historical trade data for your performance report

6. When enabled, will include commission values in your performance report

7. Pressing the "Compare" button will open a new performance window. You can then generate two different sets of performance data for comparison. Some examples of comparisons you can make are:

• Time frame based (current week compared to last week)
• Account based (simulation account compared to live account)
• Instrument based (S&P Emini compared to Dow Mini)
• Instrument type based (equities compared to futures)
• Template based (strategy x compared to strategy y)

Performance Data Tabs

The generated performance data is collected and displayed in the performance data tabs.

Summary Tab

The summary tab displays performance statistics.

Graphs Tab

The graphs tab displays a graph of either cumulated profit or draw down.

Executions Tab

Displays all historical executions based on the filtered performance data in data grid.

Trades Tab

Displays all historical trades (execution pairs) for the filtered performance data in a data grid.

Periods Tab

Displays performance data based on time periods for the filtered performance data in a data grid.

Orders Tab

Displays all historical orders for the filtered performance data in a data grid.

Journal Tab

The journal tab allows you to keep journal entries on your trading activities. Enter your comments in the text area (highlighted green) and press the "OK" button. The data grid will display your journal entries.