Performance

How a brokerage account’s campaigns have done. It needs a connected brokerage account; see Brokerage accounts. See Performance for the full page and how the figures are worked out.

Year-to-date performance for a Schwab account: realized profit and loss, a 50% win rate, expectancy per campaign, and a stepped equity curve.

What it shows

Realized P&L, Win rate, and Expectancy for campaigns in the range, and the equity curve. As with the Campaign Journal, Load all transactions reads the account’s history the first time in a session.

Settings

30d, 90d, YTD, 1Y, or All in the top bar. Configure sets the Brokerage and Account.

Actions

⋮ opens Open Portfolio and Open Orders.