RulesFirst
    Live risk management with extensive post-trade analytics.

    Extensive post-trade analytics for performance, risk, and behavior.

    Analyze performance by holding time, trading session, weekday, direction, asset, setup, R multiple, expectancy, drawdown, and behavior—then connect the numbers to what happened during the trade.

    Net P&L

    -$6,474.95

    Win Rate

    16.67%

    Profit Factor

    0.05

    Avg Win

    +$103.69

    Avg Loss

    -$452.40

    Expectancy

    -$359.72

    Performance

    Cumulative P&L-$6,474.95
    Equity curveCurrent drawdown
    Daily and monthly P&LAug: -$6,197
    Day-of-week performanceMon weakest
    Entry-window performance9:30-10:15 AM
    Long vs shortLong: -$4,120

    Trade economics

    Profit factor0.05
    Payoff ratio0.23
    Average win+$103.69
    Average loss-$452.40
    Median win/loss-$184.20
    Expectancy-$359.72

    Risk

    Largest loss-$2,115
    Worst day-$6,387
    Current drawdown-$6,475
    Maximum drawdown-$6,475
    Maximum runup+$412
    Recovery status0%

    Process & R

    Average R-1.42R
    Realized risk/reward0.31
    Average hold38 min
    R multiples-5R worst
    Winning and losing streaks7 losses
    Reconciled trade coverage96%

    Consistency

    Green/red days1 / 2
    Best/worst day+$190 / -$6,387
    Monthly consistency33% green
    Calendar P&L heatmap1 red cluster
    Daily trendsLosses expanding
    Rolling trends3-day decline

    Context

    Performance by assetNVDA drag
    P&L by holding time< 30m weakest
    Calls vs putsPuts: +$86
    Setup tagsBreakout, VWAP
    Mistake tagsAdded to loser
    Trade notes and images4 attachments

    Questions the data can help you investigate

    Find the conditions behind your strongest and weakest results.

    Do shorter holds outperform longer holds?
    Which weekdays and entry windows produce the strongest or weakest expectancy?
    Are long or short trades performing better?
    Which assets and setups produce the most consistent results?
    Which rule breaks and behavior patterns accompany outsized losses?

    Available dimensions and field coverage depend on the connected integration, imported data, instrument, and account history.

    Trading journal + imported trade analytics

    Import trades. Review performance. Connect behavior to the numbers.

    RulesFirst turns auto-synced and manually imported trades from supported brokers into journal-grade analytics: average win, average loss, win rate, profit factor, MFE, MAE, running P&L, and performance graphs by asset, time of day, and day of week.

    Imported Trade Analytics

    Performance Dashboard

    Live Data
    Win Rate
    58.4%
    Profit Factor
    1.72
    Avg Win
    $426
    Avg Loss
    -$214
    MFE
    $612
    MAE
    -$188
    Running P&L
    +$4,820
    Auto-sync and manual import

    Import trade history from supported brokers.

    RulesFirst supports broker data through auto-sync where available and manual imports where broker exports are supported. Coverage, fields, account types, and data freshness depend on each broker.

    Auto-sync where supported
    Manual imports for supported broker exports
    Schwab / Thinkorswim
    Interactive Brokers
    TradeZero
    CenterPoint and other supported brokers

    Journal-grade metrics, connected to behavior.

    Review the same performance metrics traders expect from a serious trading journal, then connect them back to RulesFirst behavior signals like size drift, ignored stops, and revenge trades.

    Performance by asset

    Compare equities, options, futures, and other imported asset classes where broker data supports it.

    Time-of-day behavior

    See whether mornings, lunch periods, or late-day trades create better outcomes or more rule breaks.

    Day-of-week patterns

    Find whether certain weekdays are producing weaker discipline, lower expectancy, or larger losses.

    Running P&L and equity curves

    Track cumulative performance, drawdowns, and session-level changes from imported trade history.

    Extensive Analytics Coverage

    Go beyond P&L and see how trading behavior affects the numbers.

    Imported trades become a full review layer: performance, expectancy, holding time, entry windows, direction, assets, setups, trade quality, and the habits that shaped the result.

    Average win and average loss
    Win rate and loss rate
    Profit factor
    MFE and MAE
    Running P&L
    Performance graphs
    Asset-level breakdowns
    Holding-time reports
    Time-of-day reports
    Entry-window reports
    Day-of-week reports
    Long-versus-short performance
    R multiples and expectancy
    Drawdown and consistency trends
    Setup and tag analytics
    Oversized loss review
    Behavior mapping from imported trades

    Bring your trades into the same risk-first loop.

    Plan risk before entry, import the trade record, review performance, and connect the result back to the behavior that produced it.