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P&L Cards

Build a card of your results for a day, a week or longer, keep the ones you like, and share them as a screenshot.

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Written by Lars Preben Sørsdahl

P&L Cards, in the side menu, turns your closed trades into a card you can post. Everything on it comes from your Journal, so open positions are not on it.

Pick a card

Your cards holds ready-made cards to start from, such as Daily flex, Week recap and Track record. Press one to open it, or + New for an empty one. The cog beside Your cards offers Rename this card…, Start a new card and Reset to the cards we ship.

Build it in four steps

  1. Period: a preset such as Today, Last Week or This Month, or two days on the calendar for a range of your own. A dot under a day means it has trades.

  2. Accounts: all of them, a quick pick such as Moved this period or Top 3, or the connections and accounts you tick in the list.

  3. Widgets: what goes on the card, such as Headline, Stat grid, Equity curve, Daily P&L or Trading score. Add them, drag them into order, and press ‹ or › to change how one looks. A widget the period cannot fill, such as Daily P&L for a single day, is put on hold and comes back when the period suits it.

  4. Finish: the Width (Wide, Medium or Narrow), the Ground colour, and the Bottom line: a line about what the period did, one of ours, your own, or nothing.

The card changes as you go. On a phone, the card comes first and the four steps follow it.

Keep it

Press Save changes. Your cards are kept in this browser, so another phone or computer starts from the ready-made ones.

Share it

Screenshot the card and post the picture. Account names are masked by default: each account shows as its connection and a number. To show the real names, press the eye on the Accounts or Recent trades row under Widgets.

Still stuck? Press Help in the app: Leeloo, the AI assistant, answers from these articles, and the team is one click away.

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