TraderWaves Reports Help: Metrics, Filters and Formulas

Reports vs Dashboard

Reports is the dense numerical reference for supported metrics. It lets you inspect a broad catalogue directly without building a layout.

The Dashboard is the visual workspace for arranging selected widgets, calendars and charts into reusable templates. Both surfaces use shared account, date and filter controls, but they serve different review styles.

How to use Reports

1. Choose the account or portfolio
Use the shared scope selector to choose the account or portfolio you want to analyse. Some equity values require an individual account, and portfolio analytics remain Coming Soon.
2. Set the period and filters
Choose an all-time or custom date range and apply supported trade filters. Reports uses your profile timezone when grouping local days and activity.
3. Open a category
Start with Overview, then move into Performance, Trade outcomes, Risk, Advanced statistics, Activity, Trade path or WaveScore for a deeper review.
4. Read the value and its availability
A metric can be ready, warning, unavailable or Coming Soon. Warning and unavailable states protect you from treating incomplete or unsupported data as zero.
5. Open the metric help
Hover a metric row on desktop or use its information control on mobile to see the in-app definition, formula, interpretation and data-availability detail.

Reports metric guides

Performance and Return Metrics

49 metrics

Use these metrics to separate realised trading profit from account funding, measure growth on a comparable basis, and judge whether results persist across days, weeks and months.

Trade Outcome, Expectancy and Edge Metrics

63 metrics

Trade outcome metrics explain how often you win, how much winners and losers contribute, whether a small number of trades dominate results, and whether outcomes cluster through time.

Risk and Drawdown Metrics

41 metrics

Risk metrics describe how deeply the account declined, how long recovery took, how unstable returns were, and whether the return earned justified the risk carried.

Advanced Trading Statistics

47 metrics

Advanced statistics test whether apparent performance is stable, unusually dependent on extreme observations, serially related, or too uncertain for a confident conclusion.

Trading Activity, Behaviour and Cost Metrics

53 metrics

Activity and behaviour metrics show when and how often you trade, which segments contribute most, how long positions remain open, and how direct costs affect realised results.

MFE, MAE and Exit Quality Metrics

36 metrics

Trade-path metrics examine what happened while a position was open: favourable opportunity, adverse heat, timing, giveback and how much of the available move was retained at exit.

WaveScore and Its Five Pillars

10 metrics

WaveScore condenses eligible trade-path evidence into an overall execution-quality score and five diagnostic pillars: Entry, Risk, Exit, Stability and Tempo.

Overview metrics

The Overview tab repeats the most useful headline values from the deeper categories. Each link below opens the metric's one maintained definition.

Ready, warning, unavailable and Coming Soon

Ready: The metric was calculated from the selected eligible data.
Warning: A value is available, but limited coverage, sample size or another data condition should affect how confidently you use it.
Unavailable: TraderWaves cannot calculate a reliable value for the selected scope. It remains unavailable rather than being shown as zero.
Coming Soon: The metric is visible as part of the planned Reports catalog but is not queried or calculated yet.

Why some Reports metrics are Coming Soon

Coming Soon is a release state, not an error or a Pro lock. TraderWaves does not request or calculate these values until their source data and method are governed.

Portfolio analysis

Portfolio contribution, concentration, diversification and exposure require a governed multi-account valuation history.

Market and benchmark context

Alpha, beta, benchmark-relative and market-regime metrics require an explicitly governed benchmark and reference-data source.

Simulation and selected confidence methods

Monte Carlo, fractional Kelly, risk of ruin and selected confidence intervals remain hidden from calculation until their statistical policies are approved.

Selected ATR and raw-path metrics

A small group of trade-path values require ATR or raw observations that are not currently retained.

WaveScore percentile

A governed comparison cohort is required before a percentile can be meaningful.

TraderWaves Reports