Report builder
Composing reports for yourself, for partners, and for export.
Building a report
The Report builder composes a page from blocks. Its main uses are the recap you read yourself, and the report that goes to an accountability partner on a cycle.
The toolbar gives you:
- A back control, and a period button showing the range in Eastern time.
- Data scope, which restricts the report by account and by tag (Include any or Exclude if any).
- A Report template selector, grouped into Predefined and Your designs.
- Preview and Edit to switch between arranging and reading.
- A menu with Date range shortcuts (This week, This month, Last day with trades), plus Add design and Save design.
- Export, with a light or dark Export theme and Download PNG or Download PDF.
In edit mode, pick a component from the palette and place it on an empty cell. The inspector on the selected block controls its title, height, column and row span, data source, and display options.
Design for the reader. A report going to a partner who does not trade should lead with process completion, discipline, and what you decided, not with an equity curve they cannot interpret.
Block types
Blocks are grouped into scalars, layout, day report, data, and iterator categories.
| Block | What it renders |
|---|---|
| Stack | Nested rows inside one cell |
| Iterator | Repeats a template for each item in a list |
| Daily P&L progression | The cumulative curve for the scoped day |
| Daily overview check-in | Your day check-in as a card |
| Trades list | A table of the scoped trades |
| Symbol session charts | One chart per symbol with entry and exit markers |
| Day-scoped rules | Rule verdicts for the day |
| Rule breaks | The break summary for the day |
| Process activity | Process completion for the day |
| Kernel table | Tabular output from a published function or metric |
| Object panel | A structured object from kernel data |
| Metric chart | A line, bar, area, composed, pie, radar, or radial bar chart from a metric |
| Trade review | A trade review card, inside a repeater |
| Trade candle chart | A one minute chart for the current trade row, inside a repeater |
| Catalog scalars | Any published scalar metric as a card or gauge |
The iterator is what makes a report scale. Put a trade candle chart and a trade review inside an iterator bound to the day's trades, and you get one section per trade without designing each one.
Three templates are supplied: Trading day (full), a complete day recap with progression, KPIs, trades, metrics, check-in, and rule breaks; Trading day (short), a compact shareable recap; and Month review, a month summary with daily bars and distributions and no per-trade detail.