Chapter 3 · Dashboard & metrics
3.3Balance, return and max drawdown
What is it? Balance, equity, return and largest decline – from your trades and, where available, platform data.
What you get
- Return and drawdown on the same basis
- Equity from the platform when synced
- High and low on the combined curve
How it works
- Read balance and equity in the “Balance” card.
- Hover over values with an explanation to see the calculation.
Good to know
- Return = net PnL ÷ sum of starting capital.
- Max DD in % = decline in percentage points on the same basis.
- Without sync there are no floating positions – equity then equals balance.
FAQ
- Why does equity differ from my platform?
- Platform equity only comes with server sync or Companion; otherwise we use closed trades.
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