Overview
TradeZella’s Reports: Risk section helps you evaluate your trading through the lens of risk. By analyzing how trade volume, position sizing, and risk-reward multiples influence your outcomes, you can fine-tune your strategy to balance opportunity with protection. This report is designed to give you clarity on where your risk-taking is paying off—and where it may be holding you back.
Where to Access this
You can access the Reports: Risk section from the TradeZella dashboard by navigating to the Reports menu and selecting Risk. This will open the report page where you can switch between the tabs described below.
Available Tabs
Volume: Review how different trade volumes impact your performance.
Position Size: Assess the effect of position sizing on your outcomes.
R-Multiples: Analyze trades based on R-Multiple categories (risk-reward ratio).
What You’ll See in Each Tab
1. Performance Summary
Get a quick snapshot of:
Best / Worst Performing Risk Levels: The volume, size, or R-Multiple categories that delivered the highest and lowest P&L.
Most Active Risk Levels: Where you’ve risked most often (by volume or size).
Highest Win Rate: The category where your risk-taking led to the most consistent wins.
2. Customizable Charts
Interactive charts to visualize your data. Plot up to three metrics side-by-side — for example, Net P&L, Avg Drawdown, and Trade Count — and choose between bar or line charts to fit your preference.
These charts help you see relationships between different aspects of risk and performance, so you can spot trends and adjust your trading plan accordingly.
Metrics include:
Time Analysis: Average trading days duration, Avg hold time, Longest trade duration, Max trading days duration
Profitability: Avg daily net P&L, Avg daily win/loss, Avg loss, Avg net trade P&L, Avg trade win/loss, Avg win, Net P&L, Profit factor, Trade expectancy
Risk & Drawdown: Avg daily net drawdown, Avg planned R-Multiple, Avg realized R-Multiple, Breakeven days / trades, Max daily net drawdown
Trading Activity & Volume: Avg daily volume, Daily net drawdown, Logged days, Net account balance, Open trades, Trade count, Longs / Shorts: # of trades, # of winning / losing / breakeven / open trades
Streaks & Consistency: Avg daily win %, Longs win %, Shorts win %, Max consecutive winning / losing days, Max consecutive wins / losses
Miscellaneous: Largest net loss / profit
3. Summary Table
A table listing detailed stats for Volume, Position Size, or R-Multiple. The rows adjust based on the selected tab, while the columns remain consistent and include:
Risk, Profitability & Consistency
Average Hold Time, Average Loss, Average Net Trade P&L, Average Planned / Realized R-Multiple, Average / Daily / Max Daily Net Drawdown, Max Net Drawdown, Largest Net Loss / Profit, Net Account Balance, Max Trading Days Duration, Longest Trade Duration, Net P&L, Average Net Trade / Daily Net P&L, Average Win, Trade Expectancy, Profit Factor, Average Win/Loss, Average Daily Win/Loss, Win %, Average Daily Win %
Activity, Volume & Position Breakdown
Trade Count, Average / Average Daily Volume, Open Trades, Logged Days, Breakeven Trades / Days, Longs / Shorts # of Trades, # of Winning / Losing / Breakeven / Open Trades, Win %
Streaks
Max Consecutive Winning / Losing Days, Max Consecutive Wins / Losses
Pro Tip: Sort the table by any column to quickly find your most (or least) successful risk levels.
4. Cross Analysis
An advanced tool that lets you apply a secondary filter to break down performance within each risk category even further.
Account / Playbook / Tag: Filter results across your different accounts, playbooks, or tags to compare performance.
Symbols: Bottom 10 symbols, Top 10 symbols, Entry price, Exit price, Instrument
Day & Time: Day of week, Month, Trade duration
Entry Time By: Entry time by 5 minutes, 15 minutes, 30 minutes, or hour
Exit Time By: Exit time by 5 minutes, 15 minutes, 30 minutes, or hour
Risk & Size: Position size, R-Multiple
Example: You can analyze Position Size performance (rows) while cross-filtering by Symbol (columns) to see which combinations work best.
Example Use Cases 🌟
✅ Fine-tuning Position Size
A trader sees that trades with medium position sizes consistently outperform both small and large positions. They decide to standardize sizing around this level.
✅ R-Multiple Focus
By analyzing R-Multiples, they identify that high R trades (3R+) bring big wins, but lower R trades provide steadier gains. They balance their strategy accordingly.
✅ Volume vs. Symbol
Using Cross Analysis, the trader discovers certain symbols handle larger volume trades better than others, helping them optimize sizing by symbol.
Final Thoughts
The Risk Report helps you master your risk profile, spot what’s working, and reduce overexposure where it hurts. Pair it with Customizable Charts and Cross Analysis to gain deeper insights and make smarter, data-driven trading decisions.
Happy analyzing — here’s to trading smarter with TradeZella! 🚀
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!