TradeZella’s Reports: Symbol section helps you analyze your performance across symbols, instruments, and price ranges. This makes it easy to identify which assets or price levels drive your results so you can focus on what works and improve where needed.

This report helps traders gain clarity on where their strengths lie, spot underperforming markets, and make more strategic trading decisions.

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:

These insights help you pinpoint your top markets and areas for improvement at a glance.

Interactive charts let you visualize performance across symbols, instruments, or price ranges. Plot up to three metrics side-by-side — for example, Net P&L, Avg Daily Net Drawdown, and Trade Count — and choose bar or line charts to match your analysis style.

These charts help you identify which markets or price ranges align with your goals for profitability, risk control, and consistency.

Metrics available include:

💡 Tip: Compare symbols or instruments side-by-side to find which markets match your risk appetite and profitability targets.

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

💡 Tip: Click any column header to sort and highlight your best or worst performing symbols, instruments, or price ranges.

Cross Analysis lets you apply a secondary filter to analyze performance deeper within each symbol, instrument, or price 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 :

💡 Tip: Example: Compare symbol performance by trade duration to see which tickers work best for quick scalps versus longer holds.

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 that’s specific tickers, asset types, or price ranges. Use Customizable Charts and Cross Analysis to dive deeper, validate your strategy, and refine your market focus for smarter trading.

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