Reports & analytics

Where your edge comes from, and where it leaks

A P&L number tells you if you're up. It doesn't tell you whether your edge is real, where it's concentrated, or what a bad month actually looked like. The Reports suite does — profit factor, expectancy, R-multiples, Sharpe and Sortino, max drawdown and your fattest tails: the numbers that separate a real edge from a hot streak.

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Plus
note500 — reports
The note500 reports overview: stat tiles for balance, net P&L, win rate, profit factor and expectancy above a full-history equity curve. The note500 report statistics table: total gain/loss, win rate, average win and loss, max drawdown, gross profit and loss, profit factor, Sharpe and Sortino. The note500 Risk and Tail report: max drawdown and losing-streak tiles, an underwater drawdown-from-peak curve, and a ranked table of the ten largest losses.

Reports — win rate, profit factor, expectancy, equity

The numbers

A P&L number tells you if you’re up. It doesn’t tell you whether your edge is real.

Four linked reports — Overview, Detailed, Risk & Tail and Monthly/Yearly — slice your results by symbol, setup, day of week, hold time and time of day, over an equity curve you can flip to cumulative P&L, rolling win rate, R-multiple distribution or fees. Every report prints to PDF for your own records or a prop-firm evaluation.

Read the full Reports guide →

More of note500

P&L Calendar

Daily P&L, trade counts and macro-event badges across your month.

Trade Log & Journal

A fast, filterable log next to a Markdown notebook for the why.

AI Trade Review

A scored report card on how you actually trade, on a schedule.

Stock Research

An AI analyst read on any ticker — Bullish, Bearish or Neutral, with the why.

Your Leaks

Twelve dollar-costed detectors for the habits that drain your P&L.

Discipline Tracker

Your rules, checked against your own trades every day.

Seasonality

Decades of market tendencies crossed with your own results.

Import & Broker Sync

Connect once and every fill imports itself; or import CSV from 8 brokers.

Start free. Upgrade when it pays off.

Log trades and see your calendar for $0, no card. Move to Plus when the Reports suite, seasonality and the AI reviews earn their keep.

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Plus & Ultimate include a 7-day free trial — $0 charged today, cancel anytime.