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Core Workflows5 MIN READ

Your first Analytics breakdown

Use the Configurator tab to break performance down by setup, scope it with filters, then save it as a preset.

Open /analytics. Analytics has four tabs — Configurator, Advanced, Engine, and News. Start on Configurator("Core & Strategy Breakdowns"); it's the fastest way to see where your edge actually is.

Walkthrough

1Scope your data with the side panel

  • The left side panel is your filter. Under Data Scope pick the sessions, a market, result (Win/Lose/BE), and side (Buy/Sell) you want included.
  • Core Filters let you include or exclude specific setups, liquidities, and tags; Date Range narrows by date, time, and weekday.
  • The four KPI cards at the top — Total Trades, Wins, Win Rate, Total RR — update live as you filter.
The side panel scopes everything; the KPI cards update live.

2Read the breakdown tables

  • Below the KPIs is a row of breakdown tabs: By Setup, By Weekday, By Liquidity, By Buy/Sell, By Tag. Each shows its own stats table; the badge on each tab is its row count.
  • Start with By Setup — it answers the first question every trader has: which of my setups actually makes money?
  • The Strategy Breakdowns grid lower down holds secondary tables; hidden ones can be re-enabled with the eye icon.
Switch breakdown tabs to slice the same data different ways.
TIP
Comparing two setups? Read win rate and total RR together. A setup with a lower win rate but higher RR can still be your most profitable — that's exactly the kind of thing this view surfaces.

3Save it as a preset

  • Once a view is useful, save it. Open the save dialog (Save as Preset), give it a name like "Weekly performance by setup".
  • The dialog previews what's captured — your views, filtered markets, sessions, and filters. Click Save Preset.
  • The preset stores your whole filter + breakdown configuration, so you reopen it in one click later.
A preset captures your filters and breakdowns for one-click reuse.

Where to go next

  • Advanced, Engine, and News tabs go deeper — verbose filters, rule-based queries, and economic-event overlays. Dedicated tutorials for those are coming.
  • Want to study individual trades visually? See Replaying a session.
INFO
In-app, the Analytics Configurator has its own spotlight tour the first time you open it. This tutorial covers the same ground as a reference you can revisit.
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