The Trade Performance by Account report allows you to compare traders within a group by examining their profitability and volume over a specified period of time.
Below is a snapshot of a the Trade Performance by Account report with sample trade data:
Statistics
Column | Description |
|---|---|
| BAT | "Batting Average" is the percentage of winning trades |
| # | The number of completed trades (see definition below). |
| Hold | "Average Holding Period" is the average period of time during which each position was held |
| Days | The number of days the account traded within the specified date range |
Completed Trades
All statistics are based on completed or "round trip" trades. A completed trade is defined as a set of transactions from the time a position is opened until the time it goes flat. For example, given the following fills:
Date | Side | Shares | Symbol | Price |
|---|---|---|---|---|
| Monday | B | 100 | XYZ | $1.00 |
| Tuesday | S | 50 | XYZ | $2.00 |
| Wednesday | S | 50 | XYZ | $2.00 |
The Trade Performance by Account report would calculate one trade, realizing a $100 profit, and is counted for Wednesday.
Daytrades and Overnights
Exclude trades containing overnight positions on your report by selecting "Daytrades Only":
