Real-Time Analytics

Portfolio visibility built for active investors.

See performance, positions, and trade activity in one dashboard. Higher tiers unlock deeper analytics and drawdown visibility — without leaving your brokerage in control of funds.

Key Performance Metrics

Cumulative P&L

All Plans

Track your overall performance over any time period with a live updating equity curve.

Win Rate

All Plans

Percentage of trades that close in profit, calculated across all strategies.

Sharpe Ratio

Pro & Ultra

Risk-adjusted return metric. Measures excess return per unit of volatility.

Profit Factor

Pro & Ultra

Ratio of gross profits to gross losses. Above 1.0 means profitable.

Max Drawdown

Pro & Ultra

Largest peak-to-trough decline in your portfolio value.

Average Win/Loss

All Plans

Mean profit on winning trades vs. mean loss on losing trades.

Charts & Visualizations

All charts use real data from your connected broker. No fake data — every chart reflects actual trades.

Cumulative P&L Chart

All Plans

Visualize your portfolio growth over time with customizable date ranges.

Monthly Returns

Plus & above

Bar chart showing your profit or loss for each month.

Drawdown Chart

Pro & Ultra

See how deep your portfolio dips from its peak at any point.

Win/Loss Distribution

All Plans

Pie chart breaking down winning vs. losing trades.

Strategy Comparison

Pro & Ultra

Compare performance across all your active strategies side by side.

Review performance in your dashboard

Connect Alpaca to view charts and trade statistics from your connected account.

Start free. Automate when you're ready.