6.3. Habits

The Habits tab arranges your closed positions by the month, or the quarter, in which you closed them. Patterns that a single number hides show up here: a run of months with many small losses, or a stretch where most exits were gains.

At the top, a switch chooses Monthly or Quarterly. A slider below it narrows the period to a stretch of months, and All time sets it back.

Wins and Losses

Wins vs Losses (count) shows, for each month, how many positions you closed at a gain and how many at a loss. Figure 6-3 shows it for our example.

Analytics · Habits · Monthly

Wins vs Losses (count)

Wins (above the line)Losses (below the line)

Figure 6-3: Closed positions by month of exit: gains above the line, losses below

For our example, every month from October to December 2024 closed at a loss only, with 18 losses in October 2024 alone. Gains appear from January 2025, and 19 of the 23 months with exits include at least one.

Amount Won vs Lost (₹) shows the same months in rupees: the total won on gains and the total lost on losses. A month with one large gain and several small losses reads very differently here from the count.

Over the Period

Cumulative P&L — period draws two lines across the chosen stretch: the realised result, building up as positions close, and the unrealised result of what is held.

Outcome Distribution counts closed positions by how they ended, from the largest losses to the largest gains, so you can see where most of your results fall.

Next, the portfolio breakdown.