Overview
The Timeframe Analysis feature allows you to analyze trading performance across different time periods with comprehensive P/L summaries including both trading profits/losses and dividend income.Time Period Selection
All Time
Analyzes all available trading data
Current Month
Current calendar month performance
Year to Date
Performance from January 1st to today
Past Year
Rolling 365-day performance
Custom Period
Select your own date range
Key Metrics
- Period: Exact date range for selected timeframe
- Total P/L: Combined trading profit/loss and dividends
- Trading P/L: Profit/loss from completed trades only
- Dividends: Total dividend income received
- Closed Trades: Number of completed buy/sell transactions
- Win Rate: Percentage of profitable trades
Summary Breakdowns
Weekly Summary
Groups data by calendar week showing:- Trading P/L per week
- Dividends per week
- Total P/L per week
- Number of trades per week
Monthly Summary
Groups data by calendar month showing:- Trading P/L per month
- Dividends per month
- Total P/L per month
- Number of trades per month
Open Positions
Displays current open positions (stocks bought but not yet sold):- Symbol and number of shares
- Notes that open positions are excluded from P/L calculations
Usage
1
Navigate to Summary
Go to the Summary page and click “By Timeframe”
2
Select Period
Choose from dropdown - date fields auto-populate
3
Custom Dates (Optional)
Manually adjust start/end dates for fine-tuning
4
Apply
Click “Apply Dates” for custom date ranges