Metrics

The Metrics page gives you a comprehensive view of your trading performance. It includes KPI cards, P&L charts, a trading calendar heatmap, and breakdowns by contract, account, and connection.

Syncing Orders

Important Notes

1. It is best to sync orders 1-2 months at a time. Echo Trader will limit you to syncing a maximum of 2 months of orders at a time. You can still sync more orders than this as far back as your brokerage allows - you will just have to go 2 months at a time.
2. Your data is shown without fees
3. You can only sync orders once every 30 seconds. If you attempt to sync again before that, you will see a rate limit message.

Prerequisites

• You must have at least 1 active connection to sync orders
• Echo Trader will sync orders across all active connections and all accounts available within each connection

How to Sync Orders

Before you can see any metrics, you need to sync your orders from Tradovate.

1. Click the Sync Orders button in the toolbar to expand the sync panel.
2. Select a Start Date and End Date for the range you want to import.
3. Click Sync. Metrics will be populated on successful sync.

Filtering

Use the toolbar filters to narrow down your metrics to specific slices of your data. Filters you select are applied together.

• Connections — Multi-select dropdown to filter by one or more broker connections.
• Accounts — Multi-select dropdown to filter by one or more trading accounts.
• Contracts — Multi-select dropdown to filter by one or more contract symbols (e.g., MES, NQ).
• Date range — Use the start and end date pickers to limit the time window.

After selecting your filters, click Apply to refresh the data. The button shows the active filter count. Click Clear to reset all filters.

Your applied filters are saved automatically and will persist when you navigate away and come back, or refresh the page.

Dashboard Layout

All tiles on the Metrics page can be rearranged via drag and drop. Resize and reorder the KPI cards, charts, and breakdown tables to build the layout that works best for you. Your layout preferences are saved automatically as long as you don't clear your browser cache for Echo Trader.

Tiles can be hidden or shown by clicking the "Tiles" dropdown in the top right.

You can lock or unlock your chart layout by clicking the Locked/Unlocked button in the top right. Locking the layout means that you can't drag/drop or resize any tiles. Unlocking it means you can drag/drop and resize tiles.

Clicking the Reset Layout button in the top right resets the layout to the original view.

KPI Cards

The top of the page leads with your headline stats — Net P&L, Profit Factor, Avg Win / Loss, and Expectancy — followed by Trade Win % and Day Win % beside your cumulative P&L curve. The remaining KPIs sit lower on the page, just above the P&L Breakdowns.

Card	Description
Net P&L	Total profit or loss across all synced trades, with a trade count.
Profit Factor	Ratio of gross wins to gross losses. Values above 1.5 are highlighted green; below 1 is red.
Avg Win / Loss	Ratio of average winning trade to average losing trade, with comparison bars.
Expectancy	Average profit or loss per trade — your Net P&L divided by total trades, including losing trades. Green at roughly +$10/trade or better, amber near break-even, red when negative. This is the same "profit per trade" metric used across Community Insights.
Trade Win %	Percentage of winning trades, shown as a gauge arc with a W/L/D breakdown bar.
Day Win %	Percentage of profitable trading days out of total trading days.
Max Drawdown	Largest peak-to-trough equity decline, with the date it occurred.
Max Daily Drawdown	Worst single-day drawdown and its date.
Recovery Factor	Net P&L divided by max drawdown — profit earned per unit of drawdown. Higher is better (2× or more is strong).
Avg Trade Duration	Average time trades were held open.
Longest Win Streak	Most consecutive winning days in a row, with your longest run of consecutive winning trades underneath. Hidden by default — enable it from the Tiles dropdown.
Longest Loss Streak	Most consecutive losing days in a row, with your longest run of consecutive losing trades underneath. Useful for sizing: your risk per trade should survive a losing run this long. Hidden by default — enable it from the Tiles dropdown.
Sharpe	How steady your results are — average daily P&L measured against how much your daily results swing. Higher means smoother.
Sortino	Like Sharpe, but only counts losing days as risk, so big winning days don't count against you.
Ulcer Index	How deep your losing stretches go and how long you stay underwater. Unlike Max Drawdown, which records only the single worst dip, this rises the longer you stay down. Lower is better.
Kelly %	A position-sizing formula based on how often you win and how big your wins are. Treat it as a ceiling, not a target — most traders risk a fraction of it.

note

Sharpe, Sortino, and Ulcer Index are calculated on dollar P&L rather than percentage returns, and are not annualized. Use them to compare against your own history over time, not against a fund's published figures.

Echo Score

The Echo Score tile gives you an overall trading performance rating on a scale of 0 to 10. It uses a radar (spider) chart to visualize six components:

Component	What It Measures
Win %	Your trade win rate
Profit Factor	Ratio of gross wins to gross losses
Avg Win/Loss	Risk-reward ratio
Consistency	How consistent your results are over time
Max Drawdown	Peak-to-trough equity decline
Avg P&L	Average profit/loss per trade

Each component is scored from 0 to 10, and the overall Echo Score is a weighted combination.

If you have filters active, the Echo Score tile shows All Time and Filtered tabs so you can compare your overall score against the filtered subset.

If you have limited trading history, a "Minimal history" note appears — more trades and trading days will stabilize your score.

Charts

Below the KPI cards you will find several interactive charts:

• Cumulative P&L — Running total of your P&L over time.
• Daily P&L — Bar chart showing profit or loss for each trading day.
• Weekly P&L — Aggregated P&L by week. Hidden by default — enable it from the Tiles dropdown.
• Monthly P&L — Aggregated P&L by month. Hidden by default — enable it from the Tiles dropdown.
• Trading Calendar — A calendar heatmap where each day is color-coded by P&L (green for profit, red for loss).
• P&L by Time of Day — Shows which hours of the day tend to be most profitable.

P&L Breakdowns

The P&L Breakdowns section lets you slice your performance data three ways using tabs:

• By Contract — See how each futures contract has performed. Expirations are rolled up to the underlying, so NQU6 and NQZ6 both count toward NQ (and MNQU6 toward MNQ), giving you per-instrument performance instead of one row per contract month.
• By Account — Compare performance across your different trading accounts.
• By Connection — Compare performance across your broker connections.

Each breakdown table shows total P&L, number of trades, win rate, and average P&L per trade for each category.

Advanced Breakdowns

The Advanced Breakdowns tile slices your trades three more ways, each on its own tab:

• Long / Short — How you perform buying first versus selling first. One of the most actionable views available: plenty of traders make money in one direction and give it back in the other.
• Day of Week — Performance grouped by weekday. Check the trade count before reading too much into it — one bad Monday out of four is noise, not a pattern.
• Hold Time — Performance grouped by how long you held the trade, from under a minute through four hours or more. Useful for spotting whether you cut winners early or let losers run.

Every tab shows trades, win %, total P&L, avg P&L, avg win, avg loss, RR, best and worst trade, and average hold time. Hover any column header for a plain-English explanation.

Risk vs Expectancy

The Risk vs Expectancy heatmap answers one question: does your edge survive sizing up?

Each cell shows your average profit per trade at a given risk level, split by direction. Green means making money, red means losing, amber is close to break-even.

Risk here is measured in dollars you actually put at risk — what a losing trade cost you — rather than contract count. Contract count isn't a measure of risk: 20 micros with a tight stop and 1 micro with a wide stop can risk the same amount, and 10 MNQ is a tenth the exposure of 10 NQ.

note

Because stop-loss prices aren't recorded (only filled orders are), this reflects risk actually taken on losing trades rather than the risk you planned. A trade you exited early reads as having risked less.

Data Windows

Most of the Metrics page is built from daily totals, which go back as far as your history does. A few tiles — P&L by Time of Day, Advanced Breakdowns, and Risk vs Expectancy — need individual trade records, which are kept for 90 days. Those tiles show a Last 90 days badge when your history reaches further back than that window.

The Day of Week tab falls back to full history when trade-level detail isn't available, and tells you when it does.

warning

All P&L figures across Echo Trader are gross — commissions and exchange fees aren't included, because broker fee data isn't captured on the fill. A small positive expectancy may be break-even or negative after costs.

Journal Insights

The Journal Insights tile connects your Trade Journal data to your trading performance. It requires at least 5 journaled sessions to unlock highlights.

Highlights

At the top, you'll see your best and worst performing tags across each category. For example, you might see that sessions where you felt "calm" had the highest P&L, while sessions tagged "fomo" had the worst.

Breakdown Tables

Tabs let you slice your journaled performance data:

• By Emotion — Performance grouped by each emotion tag.
• By Setup — Performance grouped by each setup tag.
• By Mistake — Performance grouped by each mistake tag.
• By Market — Performance grouped by each market condition tag.
• By Confidence — Performance grouped by the confidence level (1–5) you logged, so you can see whether feeling confident actually lines up with profit.
• By Plan — Performance split by whether you followed your plan or not.

Each breakdown shows: days, trades, win rate, total P&L, P&L per trade (your expectancy for that group, color-coded green/amber/red), and profit factor. A Total row is pinned at the bottom. (Wins, losses, and average daily P&L columns are available via the Edit Columns menu.)

Filtering Insights

Use the filter controls to narrow your insights:

• Tags — Filter to specific tags across any category.
• Confidence — Show only sessions at or above a confidence level.
• Followed Plan — Filter to sessions where you did or didn't follow your plan.

The journal insights tile respects the same account, connection, contract, and date filters as the rest of the Metrics page.