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Feature Guide

Reports & Sharing

Generate detailed performance reports with multiple chart types, customize the view, and share read-only report links with others.

Report types

  • Performance Summary - Overall stats: P&L, win rate, profit factor, trades, drawdown
  • Equity Analysis - Equity curve with detailed drawdown periods
  • Trade Distribution - P&L histogram, trade duration analysis
  • Instrument Analysis - Breakdown by symbol/instrument
  • Time-based Analysis - Performance by day of week, hour, month
  • Setup/Model Analysis - Performance grouped by assigned setups and models
  • Prop Firm Report - Challenge-specific reporting with rule compliance

Creating a report

  1. Open Reports from the dashboard sidebar
  2. Select the report type from the available options
  3. Apply account filters and date range (inherits from dashboard by default)
  4. Toggle which metrics and charts to include
  5. Optional: add notes or annotations
  6. Generate the report

Sharing reports

Reports can be shared as read-only public links:

  1. Generate the report with your desired metrics
  2. Click Share
  3. Configure sharing options: expiration date (optional), password protection (optional)
  4. Copy the share link and send it to anyone

Shared reports show the exact charts and metrics you configured. The recipient does not need a JJI account to view a shared report.

Exporting reports

Reports can be exported in multiple formats:

  • PDF - Print-ready report with all charts and tables
  • CSV - Raw data export for spreadsheet analysis
  • PNG - Chart screenshots

Tip

Use sharing to collaborate with a mentor or trading coach. The read-only link gives them access to your performance data without exposing your account credentials.