Monthly P&L

The Monthly view aggregates P/L into a year × month grid with annual totals, so seasonal patterns and clusters of bad months jump out at a glance.

The grid

• Rows are years; columns are the twelve months plus a yearly Total.
• Cells are the sum of daily P/L for that month, in account currency. Months with no trades read as zero.
• The grid is not cumulative — each cell stands on its own.

An insight line summarises the share of positive months and names the best and worst months.

Following the framed period

By default the grid covers the entire history of the loaded portfolio. Narrowing the workspace range alone does not change that: on its own the range selector is a chart zoom.

Turn on align starting capital in the workspace and the range becomes the portfolio's reading calendar: the grid then lists only the framed months, and a band above it names the active period with a full history button to widen back. Two details follow from that window:

• Edge months are partial. A window that starts on the 17th gives you a first cell covering the 17th onwards, not the whole month.
• The first framed day is the starting balance, not a move. It is the day the rebased curve starts flat on, so its P/L is absorbed into the base and left out of the cell — exactly as in the Metrics ledger. That is what makes the cells add up to the net profit the ledger reports for the same period, down to the cent.

The cells carry the same rebase as the curve and the Metrics ledger: the window is recomposed strategy by strategy, so a fixed-contract leg keeps its real P/L while a dynamically-sized one is scaled to the initial capital. A leg whose size is pinned by a max/min contracts limit counts as fixed — its P/L no longer follows the account. See align starting capital.

The variant tabs are clipped to the same window, so switching scenarios compares month for month. Opening a month keeps the window too: an edge month shows only the framed days, so the card never contradicts the cell that opened it. Exports are unaffected — the Monthly P&L export always ships the full history.

Month detail

Open any month to see it in isolation:

• Entry equity — the equity carried in from the end of the previous month (or the initial capital for the first month).
• Intra-month equity and drawdown — the daily curve within the month, with drawdown reseeded from the entry equity.
• Stats — month P/L, return %, win rate, trading days, best and worst day, and the month's max drawdown.