EconoLedger Trading Journal — Dashboard Guide & Product Overview

Overview: Why the Dashboard Matters

The EconoLedger Dashboard provides a fast, data-driven snapshot of your trading, enabling you to make quicker decisions, spot patterns earlier, and refine your edge continuously. Connect your platforms once, review your stats weekly, and turn insights into rule changes—this is how you become consistent.

Quick Start Checklist

• Connect your data: Auto Sync (MT4/MT5, cTrader, TradeLocker) or File Upload (CSV/XLSX/HTML).
• Log consistently: Add missing trades via Add Manual.
• Review weekly: Win rate, average R, drawdown, monthly return, discipline & behavior.
• Run reports: Standard, AI-Generated, or Custom Reports—then save the views you’ll reuse.

Key Stats & Information Panels

Account Balance

Snapshot of current balance—your available capital at a glance.

Total Trades & Win Rate

• Center: total trades
• Green: winners
• Red: losers
• Track activity level and success rate instantly.

Average Monthly Return

Average P/L per month—see if momentum is improving, flat, or slipping.

Average Gain / Average Loss

Typical payoff of winners vs losers—vital for position sizing and expectancy.

Biggest Gain / Biggest Loss

Best/worst single trades—use to tune stop placement and max-loss limits.

Equity Curve & Drawdown (if enabled)

Visualizes equity growth and max drawdowns—keep risk anchored to reality.

Pro tip: Pair Average R and Expectancy with Drawdown to balance offense and defense.

Charts & Analytical Panels

Markets Breakdown

Trades by market (e.g., Forex, Crypto, Other). See where you’re most active and where results concentrate.

Strategy & Symbol Breakdown

Hit-rate and P/L by strategy and symbol—double down on what works, drop what doesn’t.

Session & Time-of-Day

Performance by session (London/NY/Asia) and hour bands—align setups with your high-alpha windows.

Performance by Confidence Level

Test whether conviction at entry correlates with outcomes—great for sharpening judgment.

Discipline Metrics

Scores your rule-following (entries, exits, R/money risk limits, plan compliance). Use it as a weekly “truth mirror.”

Trader Behavior

Flags recurring behaviors (e.g., overtrading, chasing, revenge trades). Excellent for coaching and habit-building.

Main Layout & Navigation

Sidebar

• Dashboard — high-level snapshot
• Trades — view, filter, add/import trades
• Reports — Standard, Custom, AI-Generated
• AI Technical Analysis — optional ideas module
• Indicators / Strategies / Platforms — manage tools & integrations
• Partner Broker / FAQ / Support — brokers, help, tickets

Global workflow features

• Saved Views — store filter combos (e.g., “London BTC H1”, “News Days”).
• Multi-Account — aggregate or filter per account/broker.
• Multi-Currency — normalize reporting across currencies.
• Export — PDF/CSV/image for sharing or archiving.

“My Trades” — Filters, Imports & Table

A) Date Filters

Focus on a test window (e.g., “post-rule update”) using Start/End dates.

B) Add Trades / Sync Options

• Add Manual — one-offs, unsupported brokers, historical records.
• File Upload — bulk import CSV/XLSX/HTML statements.
• Auto Sync — continuous, real-time logging from your platforms.

Trades Table — Common Columns

Entry/Exit, Balance/Equity, Time Frame, Symbol, Asset Type,

Entry/TP/SL, Exit, Position ID/Size/Type (Buy/Sell/Balance)

Sort, filter, and scan quickly to spot patterns by symbol, timeframe, or strategy.

Reports — Standard, AI & Custom

🔎 NEW: Filter Reports by Trading Account

Filter any report by one or more trading accounts (and by Live/Demo). Save account-scoped Saved Views (e.g., “MT5-Live + BTC”) for one-click reuse.

Why it matters: isolate performance by broker/platform or live vs demo to get cleaner signals.

⚖️ NEW: Compare Performance Across Accounts

Toggle Compare in reports to view side-by-side or multi-series comparisons (e.g., MT4-Live vs cTrader-Live) for the same report type.

You’ll also receive a compact comparison table (Win rate, Expectancy, Average Return, Drawdown, Trade Count).

Why it matters: validate strategies across brokers, platforms, or execution venues.

Standard Reports (High-Signal Summaries)

Filters & compare: Every report supports date range, account filters (live/demo, multi-select), symbols, strategies, and more. Use 'Compare' to view multiple accounts side by side.

• Discipline Metrics — Scores plan compliance (entries/exits, risk limits, rule adherence). Great for setting weekly guardrails and tracking habits.
• Trader Behavior — Flags patterns like overtrading, chasing, revenge trades, FOMO; highlights consistency vs. impulsiveness.
• Account Balance — Balance/equity trend over time; visualize growth, plateaus, and drawdowns.
• Profit Loss Count — Totals of wins vs. losses; quick read on hit rate and sample size.
• Performance by Day of Week — Which weekdays help/hurt results; align strategy with your strongest sessions.
• Performance by Symbol — Hit rate, P&L, and expectancy by instrument (e.g., EURUSD, BTCUSD, AAPL).
• Performance by Category — Results by asset class (Forex, Crypto, Stocks, Commodities, Indices).
• Performance by Strategy — Which playbooks/setups outperform; double down on what works.
• Strategy Performance by Market — How each strategy fares across different markets (e.g., strategy X in Forex vs. Crypto).
• Performance by Indicator — Outcomes when specific indicators are used (e.g., RSI, MA crossover).
• Indicator Performance by Market — Indicator effectiveness segmented by market/asset class.
• Performance by Confidence Level — Tests whether higher conviction correlates with better outcomes.
• Performance by Time Frame — Results by chart timeframe (M15, H1, H4, D1…).
• Performance by Chart Type — Candlestick vs. line vs. bar (where applicable) and their impact on execution/readability.
• Performance by Session — London/NY/Asia session analysis; find your highest-alpha windows.
• Performance by Position — Long vs. short performance; detect directional bias and asymmetry.
• Performance by Emotional State — Links emotion tags (confident/anxious/etc) to outcomes; improves self-management.

AI-Generated Reports (Save, Re-Run & Prompt Your Way)

Transform raw trade logs into insightful and actionable narratives.

What you get

• Smart summaries of strengths/weaknesses
• Behavioral flags (overtrading, revenge trades, FOMO)
• Concrete recommendations (risk sizing, timing, setup selection)
• Hidden-pattern discovery beyond manual reviews

Save & Review History

• Every AI run is saved with its timestamp, filters, and account scope.
• Open Report History to revisit, pin favorites, export (PDF/CSV), or compare past results (e.g., Week-over-Week, Month-over-Month).
• “Re-run with last settings” for one-click refresh after you add new trades.

Ready-to-Use Prompts (or Write Your Own)

Pick from curated prompts:

• Weekly Performance Review
• Discipline Audit
• Strategy Deep Dive
• Drawdown Post-Mortem
• News-Week Stress Test

Or write your own prompt: define objectives, scope (dates, accounts), focus (symbols/strategies), and desired outputs.

Save custom prompts to your library for repeatable, consistent reviews.

How to use

1. Open AI-Generated Reports
2. Select date range, account filters (supports Compare), and prompt (template or custom)
3. Click Generate → review insights, save, export, or re-run later

Privacy & control

• Your data stays private; results are stored in your account.
• You can edit, annotate, and share exports as needed.

Custom Reports (Pro Power)

Build tailored analyses with your filters, metrics, and groupings.

• Time range: any period
• Filters: symbol, asset class, strategy, indicator, confidence, emotion, position type, outcome…
• Metrics: P&L, trade count, balance change, win rate, expectancy, average R…
• Group by: day, symbol, strategy, timeframe, session…
• Save as template; Export to PDF/CSV/image

Plans & Pricing (Now Clearer — with Custom Options)

Choose the plan that fits today—and scale later.

• Free — 1 account, 500 trades, 3 Saved Views, basic reports, 5 AI reports/mo, imports only.
• IB (Free via Partner) — 3 accounts, 5k trades, auto-sync, standard reports, 30 AI reports/mo, Discipline & Behavior panels, priority verification.
• Standard — 5 accounts, 25k trades, all standard reports, custom tags/notes, 60 AI reports/mo, Custom Reports.
• Premium — 15 accounts, 150k trades, advanced analytics (drawdown/expectancy drills), API (read), 200 AI reports/mo, white-label exports.
• Enterprise/Custom — unlimited (contract), SSO, SLA, audit logs, Publish to EconoHub, API RW, sandbox.

Need something specific (limits, features, billing)? We support Custom Plans.

See plans: Pricing — https://economician.com/trading-journal/prices

📰 NEW: Publish to EconoHub (Special Publisher Account)

Share your performance safely with the community.

• What you can publish: percent-based metrics (win rate, Avg R, Expectancy, Drawdown, Trade Count).
• Privacy first: hide balances/equity/absolute P&L; publish only the signals that matter.
• How it works: choose scope (accounts, dates), select metrics, preview the card, then Publish.
• Manage publications: edit, regenerate, or unpublish from My Publications.

Use cases: build reputation, attract mentorships, share studies, or run competitions on EconoHub.

Interested in Publisher access? Open a ticket: Support — https://economician.com/panel/ticket

Best Practices

• Journal consistently (daily/weekly) to improve signal quality.
• Prefer Auto Sync; use File Upload for backfills.
• Compare performance before/after rule or strategy changes.
• Watch drawdown and Biggest Loss; let risk rules evolve with data.
• Use tags (strategy, session, emotion) to supercharge reports.
• Review Discipline & Behavior panels weekly—improvement starts there.
• Save account-scoped views and use Compare to validate across brokers.

Get Started

• Free access via partner brokers: Open and fund a live account (min $200) with listed partners in EconoBrokers, then submit details via Support to receive your personal IB Plan code.
• Or start on the Free plan and upgrade anytime.

Explore brokers: EconoBrokers — https://economician.com/brokers-comparison

See plans: Pricing — https://economician.com/trading-journal/prices

Need help? Support — https://economician.com/panel/ticket