Overview
The Advanced Report gives you a detailed view of your trading performance, statistics, and history for a specific account. This article shows you how to access it and what to expect on the report page.
Step-by-step instructions
Follow the steps below to complete this process:
Steps
- Log in to your Client Portal Dashboard.
- Select Accounts from the left-side menu.
- Locate the trading account.
- Click the three vertical dots (⋮) beside the account.
- Select Advanced Report.
- Review the report data — typically over a selectable date range.
Typical metrics you'll see
- Total number of trades.
- Win/loss ratio.
- Average trade profit/loss.
- Best and worst trades.
- Drawdown.
- Profit factor.
- Trading history by symbol or time.
When to use the Advanced Report
- Reviewing your own performance over a specific period.
- Sharing performance with your Sales team for discussion.
- Identifying patterns in winning vs losing trades.
- Preparing tax or accounting summaries (subject to your local requirements).
Troubleshooting
If you run into issues, the most common causes and fixes are listed below.
The Advanced Report doesn't load
- Refresh the page and try again. If the issue persists, try a different browser (Chrome or Firefox usually work best), or contact Customer Experience via live chat.
The metrics look empty
- If the account has no trading history in the selected date range, the report will show empty. Adjust the date range or check that you've selected the right account.
Frequently asked questions
Q: What metrics are in the Advanced Report?
A: Total trades, win/loss ratio, average trade, best/worst trades, drawdown, profit factor, and trading history breakdowns.
Q: Can I select a custom date range?
A: Yes. The report typically supports a selectable date range.
Q: Is the Advanced Report available on Demo accounts?
A: Yes. Reports work on both Live and Demo accounts.
Related articles
- Manage your trading account — actions from the three-dot menu
- How to view Orders, Positions, and History on a trading account
- How to review your existing accounts