Creating Reports

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Use the ANALYSIS tab to create customized reports of your trades

The Analysis tab lets you dig deeply into the trends and patterns of your trading to reveal your strengths and help you spot your weaknesses. With the powerful filter tool, you can create any custom report you want to see.

Using the Analysis tab of the Trade Log, you can view all your trade information together in one place and you can easily create any subset of particular trades you choose.

Each report is called a PRESET. The Trade Log comes with a number of standard Presets you may use, and it gives you the ability to create your own Presets which you can then refer back to at any time.

To see your list of Presets, as well as the button to edit existing presets or create new ones, roll over the logo title bar at the top of the screen (or disable Full Page Headers from the Settings menu).

Standard Presets

The Standard Presets are based around periods of time, but you can just as easily create custom presets that are focused on any particular strategy, broker, currency or any of the parameters you may be tracking in your trading.

You can customize a standard Preset by clicking the EDIT button, or you can create a new Preset by clicking the NEW button, which also takes you into the edit mode.

As soon as you enter the Edit mode you see a filter enabling you to pick which columns (“FIELDS”) you want to see in the report.

This list is automatically populated from all the parameters you have clicked on in the Setup Tab.

Each parameter you choose will become its own column in the report. The order of the columns – left to right – is determined here by the order of parameters. Drag the column you want to see on the far left to the top of the list. Drag the column you want to see on the far right to the bottom of the list of √ checked parameters.

When you edit a standard preset, you don’t have exact control over the content of each column – just which columns you want to see or hide. To fine tune the content of your report more fully, create a custom preset (Learn More).

Watch This Movie for an overview of using the analysis tab

To delete a Standard Preset:

  1. Choose the preset to be deleted from the drop down menu.
  2. Click on the Edit button.
  3. Scroll to the bottom of the Filters tab.
  4. Hit Delete

All the standard presets can be deleted, but we advise against deleting the Open Trades preset. It is the only preset that you can use to show your trades that are open and ongoing (no exit price, exit time or gross value yet input). All the other presets show only closed trades – both the standard presets that come with the Trade Log and the custom presets that you may go on to create for yourself.

The Open Trades preset is the only one that will show you open trades. Delete it only if it is in your way and you never ever have open trades to look at.

Q: I’m setting parameters for my analysis reports, but they don’t show up

It sounds like you may be getting confused about where to properly turn the parameters on. There are two places, each of which serve different purposes.

What you turn on from here will only influence NEW reports you create going forward.

One place you will see parameters for the reports is the Settings menu, where you will see an menu item called Analysis. Using this dialog you can set default parameters for what will come up, by default as on, when you next create a new blank preset. It has nothing to do with the preset you are currently working within. That’s why at the top of that dialog box you’ll notice the wording: “Select the initial default fields for NEW Analysis tab presets”.

To influence the settings for the report you are currently working within, just click EDIT, which is the button just to the right of the drop down preset menu, and then change the things you want within that. That will save those selections for that particular preset report and be unique to that one report.

One other thing to notice. If you do not have a parameter checked on in the Setup tab, then it will not show up as one of the available choices for you to see in the Analysis reports or in the Settings dialog either. A parameter that exists on the Setup tab but has not yet been checked on is invisible to all other tabs. You won’t see it on any other tab until you check it on.