What is the purpose of the summary section?
The summary section is where you review your trades as a whole instead of one by one. You assemble boards of analytics widgets, and each widget calculates a metric over the trades in your journal.
TMM ships 90+ analytics widgets, and their filters and settings give over 1000 widget combinations, so the same history can be examined from several angles.
These widgets describe results that already happened. They do not predict future outcomes.
How do I use the summary section?
The summary is made of boards (listed at the top of the page), and each board holds widgets. A new account starts with one board that you can rename, refill and filter.
Add, remove and rearrange widgets on a board until it answers the question you review most often. How many boards and widgets you can keep depends on your plan.
Why do I need boards?
A board groups widgets and applies one set of global settings to all of them, so you can keep separate views — for example one board for the current day and one for the current month.
Click the pencil icon next to the board name and choose the period and filters you want. They apply to every widget on the board that has no filter of its own.
Settings work like a pyramid: a widget with no filter inherits the board filter, and a widget with its own filter ignores the board.
What are analytics widgets?
A widget is a single analytics block. It can be a chart — line, bar or distribution — or a single number such as the total trades for a period.
Each widget calculates from the trades that pass its filters, so the same widget can describe one account, one symbol or one period. Which widgets are useful depends on what you want to review.
Which analytics widgets should I start with?
Start with metrics that describe different parts of performance:
- Expectancy estimates the average result per trade over the selected history.
- Profit factor compares gross profit with gross loss.
- Drawdown shows the decline from an equity peak.
- Results by time of day or weekday help compare when outcomes occurred.
- Results by symbol or setup help compare groups of historical trades.
- Position-size and risk widgets help review how exposure changed across trades.
These metrics describe historical results. They do not predict which symbol, setup or trading time will be profitable in the future.
Can the AI Coach set up my board for me?
Yes. Open the summary section and press the AI coach button in the top right corner. The coach reviews your trading history and style, then suggests and adds the widgets it considers most useful for you — it can also build a board from scratch, find the right widget for a question, or explain one you already use.
The coach only changes boards and widgets inside your TMM account, and you can edit or remove anything it adds.
Which timezone is used for dates on the charts?
Your local timezone is used by default, and you can change it in your settings.
If you want the analytics to line up with exchange days and candles, set the timezone to UTC.