Chart Guide

Bar Charts

Overview

Bar charts are the most versatile chart type. They display a metric (P&L, Win Rate, Trade Count, etc.) grouped by a dimension (day, symbol, tag, hour, etc.). Bars can be vertical or horizontal depending on the grouping.

Available Metrics

• P&L - Net profit/loss per group
• Win Rate - Percentage of winning trades
• Trade Count - Number of trades per group
• Avg Win / Avg Loss - Average winning/losing trade size
• Profit Factor - Gross profit ÷ gross loss
• Expectancy - Average $ per trade
• Max Drawdown - Largest peak-to-trough drop
• Hold Time - Average trade duration
• Volume - Total contracts traded

Available Groupings (X-axis)

• Daily - One bar per trading day
• Weekday - Monday through Friday
• Hourly - Hour of day (in your timezone)
• Hold Time - Average trade duration
• Symbol - Per instrument (ES, NQ, CL, etc.)
• Tag Type - Any custom tag type

Orientation

• Vertical - Default for Daily, Weekday, Hourly, Symbol, Account
• Horizontal - Default for Hold Time, Symbol, Tag Type (better label readability)

Configuration Options

• Show None bar - Show/hide "none" bar, when grouped by tag type

Best for: Daily P&L, Win Rate by symbol, Trade count by hour, Volume by account, Setup tag comparison

Cumulative P&L (Line Chart)

Overview

The equity curve - running total of profit/loss over time. This is the primary chart for tracking account growth trajectory and identifying drawdown periods.

• Group By - Account or account groups (shows multiple equity curves)

Best for: Overall account health, long-term consistency, drawdown monitoring

Scatter 3D

Overview

Three-dimensional scatter plot for finding relationships between three variables. Each dot represents a trade (or aggregated group). Use rotation and zoom to explore clusters.

Axis Configuration

• X Axis - Day of Week, Time of Day, Tag Type, P&L, Contract Count, Hold Time, Points, Account
• Y Axis - Day of Week, Time of Day, Tag Type, P&L, Contract Count, Hold Time, Points, Account
• Z Axis - P&L, Contract Count, Hold Time, Points, Tag Type, Account
• Tag Type axes allow selecting a specific tag (Setup, Entry, or any custom tag type)

Visual Dimensions

• Bubble Size - P&L, Contract Count, Hold Time, Points
• Bubble Color - P&L, Contract Count, Hold Time, Points, Tag Type
• Color by Tag Type uses the tag's assigned color

Best for: Finding complex multi-factor patterns, visualizing trade clusters, identifying sweet spots across 3+ dimensions

Heatmap Calendar

Overview

Calendar-style heatmap showing daily metrics across months. Each cell is a trading day colored by the metric value. Quickly spot daily patterns, streaks, and anomalies.

Available Metrics

• P&L - Net profit/loss per day (green/red)
• Trade Count - Number of trades
• Win Rate - Percentage of winning trades
• Profit Factor - Ratio of gross profit to gross loss
• Avg Hold Time - Average duration of trades
• Expectancy - Average expected return per trade
• Volume - Total contracts traded

Configuration Options (Gear Icon)

• Metric - P&L, Win Rate, Volume, Trade Count, etc.
• Orientation - Vertical or Horizontal

Best for: Daily P&L calendar view, spotting winning/losing streaks, seasonal patterns

Tag Value Distribution (Checkbox / Rating)

Overview

A bar chart whose Grouping is a Checkbox or Rating (1-5) tag type renders a state distribution instead of metric bars — one bar per possible state, counting how many rows are in each.

Bars

• Checkbox types: Checked (green) / Unchecked (red); 3-state types add an Undefined (neutral) bar.
• Rating types: Unrated plus one bar per rating 1–5.

Configuration Options (Gear Icon)

• Grouping - Tag Type
• Tag Type - any checkbox or rating tag type (listed alongside regular tag types)
• Bar Orientation - Vertical or Horizontal

Groups and ideas count their member trades' values too. Hover shows the row count with your tooltip stats; clicking a bar drills the workspace down to those rows.

Best for: discipline tracking ("Followed Plan" checked %), confidence or quality ratings distribution, spotting unrated backlogs

Chart Settings Panel (Gear Icon)

Every chart in Gainway is configurable. Click the gear icon on any chart to open its settings panel.

Common options (all chart types):

• Group By - Symbol, Tag, Account, Weekday, Hour

Type-specific options:

• Bar Charts: Metric, Group By, Bar Orientation
• Cumulative P&L: P&L line chart
• Scatter 3D: X/Y/Z Axis, Bubble Size, Bubble Color
• Heatmap Calendar: Choose a metric

Analytics Template Layout

Gainway uses a 24-column drag-resizable grid. Customize your layout:

Edit modes: Quick Edit — click the pencil icon on the designer FAB (bottom-right) to edit inline on the analytics page. Full-Screen Designer — click the dashboard icon on the FAB for an expanded canvas with a template tree pane and preview.

• Add widgets — Click the + (Add Card) button to add charts and data widgets
• Resize — Drag widget edges
• Reorder — Drag widget headers
• Remove — Click the × or trash icon on a widget
• Compact layout — Use the compact button in the designer toolbar to remove gaps; layout compacts automatically on save

The grid auto-scrolls at the edges when dragging, so you can position widgets anywhere on a large template. Each widget enforces its own minimum size during resize.

Templates: Create multiple templates for different workflows. Switch templates via the selector in the header. Templates can be exported/imported as JSON and marked as favorites (star icon). See the Analytics Templates page for full details.

Layouts are saved to the database and available from any browser.

Chart Export Options

• Copy as Image - PNG to clipboard (click camera icon)
• Export Data - CSV of underlying data for the chart component (left click to view)
• Full Analytics Page Export - click the camera in the upper right

Use for trade reviews, mentor sessions, or social sharing (blur P&L if needed).