Creating Your Personal Trading Dashboard

[Fairman]

Creating Your Personal Trading Dashboard

A dashboard is a single page that shows the most important information about your trading. It helps you see your performance and discipline at a glance, rather than digging through scattered notes.

What to include:

Top section, current status:
- Account balance and equity
- Open risk
- Current drawdown from peak
- Number of trades this week

Performance section:
- Monthly total R
- Win rate
- Average win and loss in R
- Expectancy

Discipline section:
- Rule-following percentage
- Number of rule violations this month
- Journal completion rate
- Days since last revenge trade or major rule break

Process section:
- Trading plan review date
- Last weekly review date
- Backtesting trades completed this month

Goals section:
- Current month's process goals
- Progress marks

How to build it:

1. Use a spreadsheet with a summary tab linked to your journal data.
2. Add simple charts, such as an equity curve and a monthly R bar chart.
3. Use color coding: green for goals met, red for issues.
4. Update it weekly.

Keep it clean. If a number doesn't lead to action, remove it.

A dashboard turns invisible habits into visible facts. Seeing your discipline measured makes it easier to improve.

Build a first version this weekend, and refine it over time.

[Fairman]

What I'd suggest for a first version of the dashboard is to keep it to one screen with no scrolling. If you have to scroll to see your discipline score, you'll stop looking at it. Fewer numbers, checked often, works better than lots of numbers checked never. If I had to pick only five, they'd be current drawdown from peak, open risk right now, total R this month, rule following percentage this month and days since the last major rule break. That last one is surprisingly motivating, a bit like a streak counter. Everything else can live in the monthly report. The dashboard is for a quick glance before the session, not deep analysis.