The calendar heatmap
Read the P&L calendar, understand the three display modes and the cell colours, mark a day you showed up, and drill from a day into its trades.
What this does
The calendar shows one cell per day, coloured by that day’s net P&L. It is the fastest way to see the rhythm of a month: which days carried it, which days gave it back, and which days you sat out.
Before you start
- The calendar files a trade under the day it closed, not the day you opened it. A position opened Monday and closed Thursday colours Thursday. The Journal files the same trade under Monday, which is why the two screens can disagree about a day.
- The colour scale is relative to the range you are looking at. A $400 day can be dark green in a quiet month and pale in a month with a $6,000 day in it.
The three display modes on the web
| Your range | What you get |
|---|---|
| One month | the enlarged grid: seven columns, each cell showing the date, the day’s P&L and the trade count |
| Two to twelve months | a grid of small month cards, each with its own month total. Click one to enlarge it |
| More than twelve months | one year at a time, twelve small month cards, with chevrons to step between years |
In the enlarged view, chevrons step through months inside your range and a back control returns you to the grid of months.
The apps show one month at a time with chevrons. On Android, year chevrons appear only when your data actually spans more than one calendar year, so you cannot page into an empty year.
Reading the cells
| Cell | Meaning |
|---|---|
| Green, in four strengths | a profitable day, darker the larger it was relative to the range |
| Red, in four strengths | a losing day, same scale |
| Blue | a market holiday, named on the cell |
| White and translucent | a day you marked as showed up |
| Plain | no trades and no mark |
Market holidays are worked out from the markets your own trades touch, so a trader who only trades US equities sees US market holidays. Holiday cells cannot be clicked and carry no showed-up control.
Showed-up days
A showed-up day is a day you were at the desk and chose not to trade. VEXA treats that as a discipline signal rather than an absence, and it feeds your Discipline score.
Days with no trades that are not in the future and are not holidays carry a small checkbox. Tick it and the day is marked. The cell turns white and translucent, and the day appears in the Journal as a discipline day.
Steps
- Open Metrics in the sidebar.
- Scroll to P&L Calendar Heatmap.
- Click a month card to enlarge that month, if your range covers several.
- Click a day with trades to open those trades.
- To mark a quiet day, tick the checkbox in the corner of the cell.
- Tap the bar chart icon, fourth along the row at the bottom of the screen.
- Scroll to the calendar.
- Use the chevrons to change month, or the jump control to return to this month.
- Tap a day to open its trading metrics and trades.
- To mark a quiet day, tap the checkbox on that cell.
- Open Metrics in the sidebar.
- Scroll to Trading Calendar.
- Use the chevrons to change month.
- Tap a day to open the full-screen day view with its trades.
- To mark a quiet day, tap the checkbox on that cell.
- Tap the bar chart icon, fourth along the row at the bottom of the screen.
- Scroll to Trading Calendar.
- Use the month chevrons, or This Month to jump back.
- Tap a day to open Daily Trading Metrics.
- To mark a quiet day, tap the checkbox on that cell.
- Open Metrics in the sidebar.
- Scroll to Trading Calendar.
- Use the month chevrons, or This Month to jump back.
- Tap a day to open the two-pane day view: day statistics on the left, that day’s trades on the right.
- To mark a quiet day, tap the checkbox on that cell.
What you should see
A month grid where the colours match your memory of it, and a confirmation when you mark a showed-up day. Clicking a day takes you to that day’s trades, filtered to that date and to trades that closed on it.
If it doesn’t work
- A trade is on the wrong day. The calendar uses the exit date. The Journal uses the entry date. Both are deliberate.
- There is no checkbox on an empty day. Future days, market holidays and days that already have trades do not get one.
- The colours all look the same. Every day in range is close in size, so the relative scale has little to work with. Narrowing the range spreads it out.
- A day is blue and will not open. It is a market holiday. There is nothing behind it.
Related
Related
Still stuck? Email support@vexatrade.ai.