The Account Balance chart on the Dashboard shows your equity curve over time. This article explains how to read it, how to interpret curve shapes, and what specific patterns mean for your trading.
The equity curve on the Dashboard is one of the most information-dense views in EdgeFlo. A single glance at the curve shape tells you things about your trading that raw numbers often hide. Consistency, overtrading, revenge trading cycles, and periods of clean execution all leave distinct patterns on the curve.
Equity curves reveal consistency far better than trade lists. A smooth upward slope means the same thing every time, and so does a jagged drawdown.
Finding the Equity Curve
The Account Balance chart is in the left column of the Dashboard, below the metrics bar and the alert banner. It occupies the main content area and is labelled Account Balance.
What the curve colors mean:
The chart color changes dynamically based on your performance during the selected time period:
- Green curve: Your PnL for the selected period is positive. This indicates profitable trading during the timeframe.
- Yellow curve: Your PnL for the selected period is breakeven or only slightly positive relative to your account size. This indicates flat performance with minimal meaningful growth.
- Red curve: Your PnL for the selected period is negative. This indicates losses during the timeframe.
The curve color updates automatically when you change the time filter on the top right, reflecting your performance for whichever period you have selected.
How to Hover for Exact Values
Hover over the chart to see the exact date and account balance, helping identify key sessions for journal cross-referencing.
Reading the Curve Shape
The curve shape reveals your trading style:
- Smooth, Steady Upward Slope: Gradual rises with small dips indicate consistent wins, controlled losses, and a repeatable system.
- Sharp Spike Upward: A sudden jump means one trade/session drove most gains; check if it’s repeatable or an outlier.
- Sharp Drop Downward: A sudden dip signals a big loss, often from overtrading or rule violations. Review your journal for that day.
- Flat or Sideways: Sideways movement means wins and losses balance out. Prolonged flatness with negative Avg R suggests strategy adjustments are needed.
- Jagged, Choppy Pattern: Frequent large swings show inconsistent risk, emotional trading, or overtrading, making scaling difficult.
Investigate every spike or dip in your journal to learn from unusual moves.
Frequently Asked Questions
My curve looks great but my Avg R is negative. What does that mean?
A few big wins may inflate the curve while most trades underperform. Focus on improving Avg R for durability.
Can I see the equity curve for a specific instrument or session?
Currently, only overall account performance is shown. Use the Journal's Monthly Summary and Weekly Breakdown for session details.
The curve shows a big drop on a day I followed my plan. Is that expected?
Yes. The curve reflects results, not execution quality. Use EdgeScore and journal reflections to assess your process.
How far back does the All time view go?
It starts from when you first connected your account to EdgeFlo. Trades before that appear only if manually entered.
Related Questions
- How do I hover over the equity curve to see exact values?
- What does a jagged equity curve mean?
- How do I change the time period on the account balance chart?
- Why is my equity curve dropping even though I have winning trades?
- How do I switch the equity curve to R view?
- What does a flat equity curve tell me about my trading?
- Where do I find the equity curve in EdgeFlo?
- Can I see the equity curve for individual instruments?
- What caused the big spike or drop on my equity curve?
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