About the Strategy Performance Report

The Strategy Performance Report (SPR) is used to analyze the performance of a strategy as well as to gain a better understanding of its characteristics. Once you apply an entry and exit strategy to a chart, the Strategy Performance Report enables you to view strategy information such as total net profit, total number of trades, largest losing trade, and more.

 Access from a Chart Analysis window using the Data > Strategy Performance Report menu sequence. The Strategy Performance Report window is displayed. Note that you must already have strategy trades in your chart to see report data.

The Strategy Performance Report allows you to view a detailed report of all trades generated by your strategy's criteria. It provides over 100 performance fields including several graphs.

If the symbol associated with your strategy trades in a different currency than that of the brokerage account used for the trade, you will have the option of selecting either Symbol () or Account () from the SPR menu to change the report currency.

In addition to sending the report to a printer, the report can be saved as an Excel spreadsheet for further analysis or as a single html-based web archive file for easy storage, sharing, and/or future reference and graphing. Use the Save icon on the SPR toolbar to select an export file format.

Related Topics

Strategy Performance Report Tabs and Fields

Customize Report Settings

Printing a Report

Saving a Report