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.

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.