Dashboard Setup Guide
No data yet — Sync IBKR or import a file.
Net P&L—
Zella Score —
Win Rate—
Profit Factor—
Expectancy—
Avg Win / Loss—
Best / Worst—
Trades / Closes—

Monthly Target

Your monthly plan · progress resets on the 1st
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Edit target
Daily target—

Monthly target ÷ planned trading days. Starts at 20 days; adjust for your schedule.

The Bigger Picture

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Your target, broken down
Day
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Week
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Month
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Year
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Why I Trade

Small steps. More freedom.

Freedom to choose how I spend my time
Compounding — small and steady beats a hero trade
Retirement income — built, not gambled for
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Monthly stats: — — days

The Build

Build it up with clean profit
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Next unlock —
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Auto-sync with IBKR (Flex Web Service)

  1. In IBKR Client Portal → Performance & Reports → Flex Queries → create a Custom Flex Query. Section: Trades. Format: XML or CSV (both supported).
  2. Include: Symbol, AssetClass, DateTime, TradeDate, Quantity, TradePrice, Proceeds, IBCommission, FifoPnlRealized, Open/CloseIndicator, Buy/Sell.
  3. Enable Flex Web Service under Reports → Settings → Flex Web Service. Generate a token.
  4. Open Settings and enter your Flex reporting token and query ID. Never enter your broker password.
  5. Click Sync IBKR — or flip the Auto toggle to poll every 15 min while this tab is open.
  6. Or for a one-off: click Import File and upload the CSV/XML you downloaded manually.