TradeZella’s Reports: The Symbol section helps you analyze your performance across Symbols, Instruments, and Price Ranges. This makes it easy to spot which assets or price levels are driving your results, so you can focus on what works and improve where needed.

You can access the Reports: Symbol section from the TradeZella dashboard by navigating to the Reports menu and selecting “Symbol”. This will open the Symbol report page, where you can switch between the tabs described below.

The Symbol report includes three tabs, each providing a different view of your performance:

A snapshot of:

Interactive charts to visualize your data. Plot up to three metrics side by side, such as Trade Count and Net P&L, and choose between bar or line charts to fit your preference.

Metrics available include:

This lets you compare different aspects of your performance side by side.

A table listing detailed stats for symbol, instrument, or price range. The rows adjust based on the selected tab, while the columns remain consistent and include:

Trade Quality & Risk Management

Profitability & Consistency

Pro Tip: Click any column header to sort the table by that metric to quickly find your best or worst performers.

An advanced tool that lets you apply a secondary filter to analyze performance within each category.

The primary rows remain based on the selected tab (Symbols, Instruments, or Prices), and you can add one of the following cross-filters across the columns :

This creates a pivot-table style view, helping you uncover patterns that aren’t visible when analyzing a single factor alone.

A trader reviews the Symbols tab and notices that a few tickers account for the majority of their profits, while a couple of other symbols consistently show losses. Using the data, they identify their top-performing symbols and decide to concentrate more on those in the future.

At the same time, they set a plan to either avoid or reevaluate strategies on the worst-performing symbols. By focusing on what works best (and cutting out what doesn’t), the trader aims to improve overall profitability.

Another insight comes from the Prices tab: the trader sees that most of their gains come from stocks in the $20–$50 price range, whereas trades on very low-priced penny stocks have a negative overall P&L.

With this information, they choose to shift their attention toward mid-priced stocks and be cautious with cheap penny stocks.

This data-driven adjustment helps them trade in the price ranges where they have historically been more successful, potentially increasing consistency and confidence.

On the Instruments tab, if a trader engages in equities and options, the report may show high win rates and steady profits in stock trades but volatility and net loss in options.

With this insight, the trader could allocate more capital to stocks and reduce or pause options trading until they can adjust their strategy. Similarly, a forex trader may identify better performance with major currency pairs over exotic pairs, leading them to focus on successful instruments and drop the underperforming ones.

A trader seeks to understand why certain instruments perform better. By using Cross Analysis in the Instruments tab and applying a Trade Duration filter, the trader can compare short-term and long-term trades for each instrument.

For instance, the results may reveal that quick stock trades (under 15 minutes) are highly profitable, while longer holds are less effective. Conversely, futures may show better outcomes with longer holds.

This insight allows the trader to adjust strategies: Scalp stocks quickly for gains while holding futures positions for a longer duration.

Additionally, traders can experiment with other cross-filters, such as analyzing performance by day of the week or differentiating long vs. short strategies, uncovering opportunities for enhanced trading decisions.

The Symbol Report helps you focus on what you trade best—whether it’s specific tickers, asset types, or price ranges. Use it regularly to sharpen your strategy by doubling down on what’s working and cutting what isn’t.

Pair it with Cross Analysis for deeper insights to help you make smarter, data-driven trading decisions.

Happy analyzing—and here’s to trading smarter with TradeZella! 🚀