Yearly View

Yearly View

The yearly view is the zoom for spotting seasons. A full calendar year fits on one screen, so streaks, dry spells, and the months where you performed are visible without scrolling. It answers "what did my year look like?". Without a chosen year, the page opens on the latest year that has trades. Today jumps to the present year.

Path and navigation

The path at the top reads Lifetime / ‹ 2026 ›. The first step is a link to the lifetime view. The current year opens a year picker. The arrows step to the previous and next year, and Today appears when you are not on the present year. The notebook icon on the right opens the yearly journal.

The lead

Under the path, the year's own candle sits beside the year's P&L. A row of figures follows:

• Trades
• Win rate, counting winners against winners plus losers. Breakeven trades do not count.
• Best point and Worst point, the highest and lowest P&L the year reached, open positions included
• Given back from best, how far the year finished below its best point
• Goal status for each recurring goal whose window is a year

A year without trades shows No trades in {year}.

P&L chart while trades were on

The chart plots your P&L only while trades were on, month by month. Each month continues from where the previous one closed. Only the stretches with an open trade are drawn, and every pause with nothing open is cut out, shown as a dotted bridge at the level it held.

• The line follows the stored P&L path of each trade, open and closed P&L together, and jumps to the result at each exit.
• A faint band spans the high and low of each price bar.
• The area is green while the month is up from where it began and red while it is down.
• Hover shows the time and the P&L at that moment.

Trades without a stored price path step in at their exit.

Month candles

The year's 12 months sit in a 4 by 3 grid. Each month block shows:

• The month's candle. It opens at zero, its body runs to the month's result, and its wicks reach the best and worst point of the month, open positions included.
• The result, Best, and Worst
• The trade count and win rate
• A green or red tint, stronger for a larger result relative to the largest month of the year
• A journal mark when the month has an entry

Month candles share one vertical scale. A month without trades keeps its block, dimmed, with a dash. If your best month is three times your worst, the year has a clear edge. If they are similar in size, look at risk control before adding markets or size.

Select a month to open the month view.

Yearly journal

The notebook icon opens the yearly journal in a side panel. The mark on a month opens that month's entry in the same panel. A yearly entry opens with a trade summary of the year. Use it for the annual review.

Widgets and filters

Page widgets stay at the top of the page. Configure them in Page widgets.

The page respects the account scope, every global filter except the date, the P&L display mode, the breakeven threshold, and your timezone. The year you pick sets the date.

See also

• Month view to drop one zoom level down
• Lifetime view for the all-time picture
• Filter to limit which trades the year considers