This is my personal trading diary, built in power BI. Its main function is to analyze the data of all the trades I make, and thus measure how profitable I am as a trader.
The dashboard currently only supports options trading, not stock trading. We can also only handle orders with a Buy to Open and Sell to Close execution flow, so after each open trade, the next trade should close the same trade. We hope to add new features in the future that address these issues, though it would be great if you'd encourage us to do so. to collaborate...
- Profit and loss order indicator.
- Percentage earned on the order.
- net profit and the order.
- Show the type of order, Call or PUT.
- Earnings of the day.
- Earnings of the week.
- Earnings of the month.
- Earnings of the year.
- Filter trades by date range, month or day
- Percentage metrics of trades won or lost for each individual day of the week (Monday-Friday).
- General Susscesfull rate of all your trades, so see how profitable you are as trades.
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The dashboard is prepared to be able to efficiently analyze the data of the orders executed within the tradestation platform, these orders are found in trademanager - orders.
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Then inside trademanager you can see all your executed orders, filter your orders by Filled orders in the date range you want.
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Then copy all your orders and paste them into an excel, database, or any data source supported by Power BI.
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After saving the data to a Power BI supported data source, you can start consuming your data, analyze it, and see how profitable it is. HAPPY TRADING!