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Organizing Summaries

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You have a lot of control over what is displayed on the Summary Tab. Keep in mind that only your parameters of type OPTION can show up as tables on this tab, because the information in them can be sorted into distinct groups that can then be compared and summarized.

The Summary tab is organized around the use of Bands, each summarizing a period of time. To work with these bands, see (learn more).

Begin organizing the content of the Summary Bands to your liking by opening the Settings menu at the top of the Trade Log and choosing Summary:

Use the Settings menu to adjust the Summary page to your liking

In the dialog that opens, you will then see all the parameters of type:option that you have enabled from the Setup tab. You will only see paramters that you have checked √ on showing up here

Parameters are hidden until they are clicked on √

From the Settings > Summary dialog, you can then turn each parameter on or off here and drag them to change their order. Any that you turn on here will then appear as a table on the Summary tab.

The Settings menu for Summaries

These settings you make here are for all summary bands. Individual summary bands cannot have separate settings.


The checkbox at the top of the settings dialog for Show net values alongside Win and Loss will add an additional column on the right of each table:

You can choose to see or to hide the Net value column

The checkbox at the top of the settings dialog for Show win ratio alongside Win and Loss will add an additional column on the right of each table. Win ratio is expressed in terms of financial win to loss, not number of trades.

You can choose to see or to hide the Win Ratio column
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