Feature Guide

Goals

Set trading goals and track your progress over time. Goals help you stay focused on what matters - whether it's consistency, risk management, or profitability.

Goal types

You can set goals across several dimensions:

Daily Goals - Per-day targets (e.g., max 2% risk per day, minimum 1 trade)
Weekly Goals - Weekly targets (e.g., 10 trades with at least 40% win rate)
Monthly Goals - Monthly objectives (e.g., 5% return, max 5% drawdown)
Custom Goals - Define your own metric and target

Setting a goal

Open Goals from the dashboard sidebar
Click New Goal
Choose the goal type (daily/weekly/monthly/custom)
Select the metric: P&L, win rate, trades, profit factor, drawdown, R/R, or custom
Set the target value and time period
Optionally add notes describing why this goal matters
Save

Tracking progress

Goals are tracked automatically against your imported trade data:

Each goal shows current progress as a percentage
Visual progress bars show how close you are to each target
Goals are filter-aware - they track against the same account filters as your dashboard
Weekly and monthly goals reset at the configured intervals

Goals in weekly review

Your active goals are referenced in the weekly review report. The review shows which goals are on track, which need attention, and suggestions for adjustment.

Mobile access

Goals are viewable on the mobile app. Check your goal progress from the Dashboard tab or the More menu.