Performance Analytics FAQs

1. What are the requirements to access Performance Analytics?
2. How much does it cost?
3. Will I be able to use this with my demo account?
4. Are there any tutorials on how to use the software?
5. Can you access Performance Analytics via the Mobile App?
6. Is the information on Performance Analytics real-time or delayed?
7. If I have multiple accounts, will it show all my accounts aggregated or will I need to login to each account to access Performance Analytics for that account?
8. Can I export the performance data from Performance Analytics?
9. What does it mean when it says that there are no clear positive or negative habits yet under Psychology Edges?
10. Why does the P&L figure I see in Performance Analytics not match the P&L in my account trade history?

What are the requirements to access Performance Analytics?

You can access Performance Analytics by logging into Web Trader and selecting the three dots of your Workspace tab. Then selecting the plus symbol for Performance Analytics. You can also access it via the mobile app by selecting More and then Performance Analytics under My Trading History.

How much does it cost?

There is no additional cost to use Performance Analytics.

Will I be able to use this with my demo account?

Performance Analytics is not currently available on demo accounts.

Are there any tutorials on how to use the software?

Yes, please check out our platform video tutorials.

Can you access Performance Analytics via the Mobile App?

Yes, you can access it via the mobile app by selecting More and then Performance Analytics under My Trading History.

Is the information on Performance Analytics real-time or delayed?

Upon first accessing Performance Analytics there may be a delay in uploading your trade data (dependent on your trade volume). When accessing Performance Analytics for the second time onwards, it is near real-time with up to a few minutes delay.

If I have multiple accounts, will it show all my accounts aggregated or will I need to login to each account to access Performance Analytics for that account?

You will need to log in to each account to access Performance Analytics for that account.

Can I export the performance data from Performance Analytics?

You can export trade data to a CSV file from the Statements section within Performance Analytics.

What does it mean when it says that there are no clear positive or negative habits yet under Psychology Edges?

This means that you have not yet completed enough trades for Performance Analytics to generate data for the Psychology Edge.

Why does the P&L figure I see in Performance Analytics not match the P&L in my account trade history?

Performance Analytics assesses the past 12 months' worth of trade data, up to 10,000 transactions from your account. If you have carried out more than 10,000 trades in the past 12 months, then your lifetime P&L figures may not show an exact match. Furthermore, Performance Analytics assesses your trade history solely based on opening and closing transactions. Charges such as financing, commissions, rebate payments and dividend adjustments are not considered.