A trading dashboard is one screen that answers two questions: am I making money, and is the way I make it repeatable? ExpectancyIQ builds it from the trades you import, so every number comes from your own fills. The screenshot below is the sample account every new user sees before their first import.
Reading the sample dashboard: why a 40% win rate pays
The sample account wins only 40.1% of its 556 trades. It still makes money because the average win is $159.29 and the average loss is $73.01, so each winner is worth 2.2 losers.
Put the two together and you get expectancy, the average result per trade: 40.1% × $159.29 − 59.9% × $73.01 = $20.16 a trade. Over 556 trades that is $11,209.34, within $2 of the net return tile; the gap is rounding in the two averages. The expectancy calculator does the same sum for your own numbers.
The equity card shows the cost. The deepest drop from a peak was 2.2% of the account. A high win rate can still lose money when the average loss is bigger than the average win, and expectancy is the figure that catches it. Every formula is on the methodology page.
Trading analytics behind the dashboard
Home is the summary. When a number on it moves, the Reports explain why. There are six: Performance, Timing, Strategies, Markets, Mistakes & Habits, and Risk & Prop, with 43 charts on the free trial and all 53 on Pro. Performance is where the edge is tested: profit factor, expectancy and recovery factor, Sharpe, Sortino and Calmar ratios, month-by-month results and a rolling 20-trade window.
The Calendar shows the same trades by day, with a total for each week, so you can see whether a good month came from steady days or from one lucky session. Prop firm traders get a Risk & Prop report that checks every trade against their firm's drawdown, daily loss and consistency rules; more on that for prop and funded traders.
A trading dashboard vs a spreadsheet or Notion template
Search for a trading dashboard and most results are templates and mock-up images. A template can look like a dashboard, but you type every trade into it, and the formulas break the first time a partial fill, a commission or a futures session that crosses midnight doesn't fit the columns. We compared both in detail: trading journal vs Excel and trading journal vs Notion.
Your broker or prop firm probably has a dashboard too. It is accurate for P&L, but it can't tell you which setup, session or habit drives the result. That gap is covered in trading journal vs broker dashboard.
Set up your trading dashboard
- Create an account. No credit card. Until you import, Home shows the sample account so you can click through every card.
- Add a trading account in Settings with its currency and starting balance. Drawdown and % return are measured from that balance.
- Import a CSV. Tradovate, NinjaTrader, cTrader and Topstep files are detected automatically. Any other broker works through the generic CSV options, and cTrader can sync on its own on Pro.
- Use the account and date filters at the top to look at one account or one period. Home, the Calendar and the Reports all follow them.
The dashboard is part of the ExpectancyIQ trading journal. This page is educational, not financial advice; see the risk disclosure.
