Why 30 trades?
Below that, the interval is too wide to treat the win rate as stable. The screen says so instead of dressing up a small sample.
Feature
Reports
The dashboard is the same book as the calendar: fee-adjusted net, win rate, and the days that still do not tie.
- Switch the account without mixing a copier’s copies into the leader.
- Week, month, quarter, and year to date.
- Dollars, R, or ticks, from the same fills.
How it works
Reports in Tiedbook are the edges screen: how a setup, a symbol, or a tag has actually paid, with the sample size in view. A bucket stays quiet until it has at least 30 trades. Below that, a win rate is a story, not a measurement.
Each edge shows the number of trades, the net, and a Wilson confidence interval so a hot week cannot look like a law. The interval is wide when the sample is small and narrows as you add trades. That is the point of waiting for 30.
Tags you type are yours. The product does not overwrite them with a guessed setup name. If you tag a trade as a failed breakout, the report uses that tag. It does not invent a narrative for the loss.
Reports use the same cents and the same session day as the journal and the calendar. A report that uses midnight while the statement uses 5:00 PM Chicago will not match the month you just reconciled. These reports use the session.
Fees are in the net. A report on gross ticks will flatter a strategy that pays a lot of commission, which is common on micros. The edge net is after the fee schedule or the commissions in the file.
You can filter the same way you filter the dashboard, by the account you have selected. Eval, funded, and live stay separate until you choose another account. Copy groups de-duplicate so a leader and a follower are not counted twice.
Export the trades behind a report. The CSV is yours, including after you cancel. A report you cannot take with you is a hostage, not a journal.
Use reports after the day is tied, not before. A win rate on fills that still disagree with the statement is a rate on the wrong book. Reconciliation first, then the bucket. The same account filter applies to both screens, so a funded account is not mixed with an evaluation you already passed.
What you see
A thin bucket is grey, with the count visible, so you can see why it is not giving you a verdict. A full bucket shows net, win rate, and the interval.
There is no model writing a paragraph about your week. The numbers are the report. If you want a note, you write it on the trade.
Questions
Are fees included?
Yes. Net is after the commissions in the file or the fee schedule on the account.
Will this rename my tags?
No. Tags you typed stay as you typed them.
Can I export the trades in a bucket?
Yes. Full CSV export is on every plan, including after you cancel.
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Every account is on the plan. Replay walks the fills you uploaded.