Positions & Performance Overview

Track your trading activity, monitor open positions, and analyze your performance.

Positions Page

The Positions page is your central hub for:

  • Monitoring open positions
  • Reviewing closed trades
  • Analyzing performance metrics
  • Filtering and searching trades

Page Layout

┌─────────────────────────────────────────────────────────────┐
│                     METRICS SUMMARY                          │
│  ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐       │
│  │Total PnL │ │ Win Rate │ │ Trades   │ │ Volume   │       │
│  │ +$1,234  │ │   62%    │ │   156    │ │ $45,000  │       │
│  └──────────┘ └──────────┘ └──────────┘ └──────────┘       │
├─────────────────────────────────────────────────────────────┤
│  [Open Positions]  [Closed Trades]  [Orders]                │
├─────────────────────────────────────────────────────────────┤
│  Filters: [Exchange ▼] [Bot ▼] [Symbol ▼] [Date Range]     │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│  Position/Trade List                                        │
│  ┌─────────────────────────────────────────────────────┐   │
│  │ Symbol │ Side │ Size │ Entry │ PnL │ Status │ Action│   │
│  ├─────────────────────────────────────────────────────┤   │
│  │ BTC/USDT │ Long │ 0.1 │ $50k │ +$100 │ Open │ Close│   │
│  │ ETH/USDT │ Short │ 1.0 │ $3k │ -$20 │ Open │ Close│   │
│  └─────────────────────────────────────────────────────┘   │
│                                                             │
└─────────────────────────────────────────────────────────────┘

Tabs

Open Positions

Shows all currently active positions:

ColumnDescription
SymbolTrading pair
SideLong or Short
SizePosition quantity
EntryAverage entry price
CurrentCurrent market price
PnLUnrealized profit/loss
PnL %Percentage return
ActionsClose, Edit SL/TP

Closed Trades

Shows completed trades:

ColumnDescription
SymbolTrading pair
SideLong or Short
EntryEntry price
ExitExit price
PnLRealized profit/loss
ROEReturn on equity
DurationHow long held
Close ReasonTP, SL, Manual

Orders

Shows pending orders:

ColumnDescription
SymbolTrading pair
SideBuy or Sell
TypeMarket, Limit
PriceOrder price
AmountOrder size
StatusOpen, Partial
ActionsCancel

Metrics Summary

Key Metrics Displayed

MetricDescriptionCalculation
Total PnLSum of all profits and lossesRealized + Unrealized
Win RatePercentage of winning tradesWins / Total × 100
Total TradesNumber of closed tradesCount
VolumeTotal traded volumeSum of all trade values
Average WinMean profitable tradeSum wins / Win count
Average LossMean losing tradeSum losses / Loss count

Period Selection

View metrics for different timeframes:

PeriodShows
TodayCurrent day
7 DaysLast week
30 DaysLast month
90 DaysLast quarter
All TimeComplete history

Filtering

Available Filters

FilterOptions
ExchangeSelect specific exchange or All
BotFilter by specific bot or All
SymbolSearch for trading pair
SideLong, Short, or Both
TypePaper, Live, or Both
Date RangeStart and end date

Filter Combinations

Example use cases:

GoalFilters
All BTC tradesSymbol: BTC
Specific bot performanceBot: My Bot
Paper trades onlyType: Paper
Last month's longsSide: Long, Date: Last 30 days

Sorting

Sort by any column:

Sort OptionUse Case
PnL (High-Low)See best performers
PnL (Low-High)See worst performers
SizeLargest positions
DateMost recent
DurationLongest held

Quick Actions

From Position Row

ActionDescription
CloseMarket close position
EditModify SL/TP
ViewSee full details

Bulk Actions

ActionDescription
Close AllClose all filtered positions
ExportDownload as CSV

Understanding PnL

Unrealized PnL

Profit/loss if you closed now:

Unrealized PnL = (Current Price - Entry Price) × Size

Example (Long):
Entry: $50,000
Current: $52,000
Size: 0.1 BTC
Unrealized PnL: ($52,000 - $50,000) × 0.1 = +$200

Realized PnL

Actual profit/loss from closed trades:

Realized PnL = (Exit Price - Entry Price) × Size - Fees

Example:
Entry: $50,000
Exit: $52,000
Size: 0.1 BTC
Fees: $10
Realized PnL: ($52,000 - $50,000) × 0.1 - $10 = +$190

ROE (Return on Equity)

For futures with leverage:

ROE = PnL / Margin × 100

Example:
PnL: $200
Margin: $500 (10x leverage)
ROE: $200 / $500 × 100 = 40%

Position Status

StatusMeaning
OpenActive position
ClosingClose order pending
ClosedPosition fully closed
Partially ClosedPart of position closed
LiquidatedClosed by exchange

Performance Indicators

Win/Loss Visualization

ColorMeaning
🟢 GreenProfitable
🔴 RedLoss
⚪ GrayBreak-even

Performance Trend

Visual indicators show:

  • Recent performance direction
  • Win streak / Loss streak
  • Performance vs benchmark

Data Retention

TierTrade History
Free7 days
Pro30 days
Trader90 days
Whale365 days

Note: Export your data regularly if you need longer retention.

Next Steps