Overview

The Overview tab on Reports is a portfolio-wide rollup, scoped to whichever period you’ve picked in the header (30d, 90d, 1y, or all).

Your selected period is remembered until you change it, and list and ledger page sizes persist the same way.

Consolidated equity curve

A single line showing your cumulative net P&L across every synced account, day by day. Color goes green when you’re up over the period, red when you’re down.

The chart only renders if you have at least two data points in the period. If you don’t see one, you may need to sync some accounts first, or widen the period.

Key stats grid

Four tiles:

• Total P&L — your net P&L for the selected period, colored.
• Best account — the account with the highest period P&L. Click to jump to that account’s detail page.
• Worst account — the account with the lowest period P&L. Click to jump.
• Trading days — unique trading days you traded across all accounts, plus your active account count.

The Best and Worst account tiles are scoped to the period — over the last 90 days, your best account might be different from your lifetime best.

Lifecycle funnel

Below the equity curve, the funnel shows what happened to every account you’ve tracked, broken into four stops:

1. Created — total accounts ever tracked, including imports.
2. Active — accounts still trading. Subset of Created.
3. Passed — accounts that hit their profit target.
4. Blown / Closed — accounts that ended any other way. Blown is the broker-enforced ending; Closed covers anything else — you stopped trading, the subscription lapsed, a manual close.

Each tier shows a count and the percentage of the Created total. Click any tier to jump to a filtered Brokers view scoped to those accounts.

The funnel rolls up across every broker in your account. To see the same numbers per broker, use the Per-broker comparison tab.