What is shown in the Key Metrics section?
The Key Metrics panel gives you a concise snapshot of how you’re doing today—combining profit/loss totals, intraday extremes, and top/worst performers.
It updates through the session so you can judge performance at a glance without switching views.
What is shown in Key Metrics?
Total P&L
Your combined profit or loss across applicable positions for the selected scope (typically today).
Realised P&L
Profit or loss that is locked in from closed trades and partial exits executed during the session.
Unrealised P&L
Profit or loss that is still open on active positions, based on current market prices.
Maximum profit achieved during the day
The intraday peak (high-water mark) of Total P&L observed so far in the current session.
Maximum drawdown
The largest peak-to-trough decline in Total P&L during the session—useful for understanding worst-case slip from any high.
Best and least performing symbols
Symbols contributing the highest and lowest P&L to your snapshot for the session, highlighting what’s driving results.
Notes
- Intraday focus: Values reflect the current trading day unless the view supports and you select a different range.
- Live updates: Realised/Unrealised, peak profit, and drawdown change as prices and trades update.
- Scope awareness: Totals mirror the selected portfolio/filter; narrowing to a segment or watchlist limits what’s included.
- Currency & charges: P&L shows in your account currency. Depending on configuration, charges/fees may be included in Realised; confirm inclusion rules before comparing to contract notes.
- Derivatives context: Options/futures P&L can move with price, implied volatility, and time decay, affecting drawdown and peak profit even without trades.
What if...
| Scenario | Answer |
|---|
| Total P&L is negative but some symbols show gains | Positive contributors are outweighed by larger losses elsewhere. Total P&L aggregates all included positions for the session. |
| Realised is zero but Total/Unrealised is moving | No trades have closed yet. Only closed quantities affect Realised |
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