Performance analytics

Purpose

The Performance page (Dashboard → Performance in the sidebar) is the deep analytics view of everything your accounts have traded — far beyond the Dashboard’s summary. Use it to answer questions like which symbol loses money, what hours my bot trades best, and how much of my P&L is robot versus manual.

Prerequisites

• At least one linked MT5 account with synced history (see Link an MT5 account).
• History sync completed for the range you want to analyze — while the 90-day backfill is running, older ranges are thin. Watch the sync chip in the top bar (see The Senti interface).

Step-by-step

Scope what you are analyzing

1. Open the filter bar. At the top of the page, choose the accounts to include, the date range (or a preset), the reporting currency, and optionally a single symbol.
2. Narrow to one bot if needed. The bot / magic-number scope filter limits every KPI and chart below to trades placed by that deployment — the cleanest way to judge a single EA.
3. Export if you need the data elsewhere. Use Export on the filter bar.

Read the KPIs

4. Scan the KPI grid. Around thirty measures are computed for the current scope, including ROI, profit factor, expectancy, gross profit/loss, commission, swap, fees, deposits and withdrawals, notional volume, long/short split, robot-vs-manual split, and win/loss counts.

Read the charts

5. Work down the chart stack. Balance/equity (including mark-to-market), daily and cumulative P&L, P&L by symbol, deals by symbol, volume in lots and notional USD, drawdown, win rate, long-vs-short, profit-vs-loss, and robot-vs-manual composition.
6. Use the hourly heatmaps. The P&L heatmap and the trade-count heatmap are bucketed by hour in broker time — the fastest way to see when a strategy actually earns.

Check per-account status

7. Review the account table. Each row shows the account’s access badge (Master, View only, or Detecting), an offline flag, leverage, and margin level.

Warnings & constraints

⚠️ Broker time, not your time. The hourly heatmaps use the broker’s timezone. Before acting on an “hour of day” pattern, convert to your local time.

Note. Multi-currency portfolios are converted to the reporting currency using FX rates. If a rate is stale or an account cannot be converted, the page flags it — those accounts are excluded from converted totals rather than silently mixed in.

• The Dashboard and this page draw from the same warehouse and are kept in parity; small differences against your MT5 terminal reflect the historical path’s cache lag (up to ~5 minutes).
• View-only accounts appear in analytics like any other — the badge only restricts trading, not reporting.

Common errors