Auto-Calculation Settings

Tradavity can automatically calculate various trade metrics as you enter data. Configure these settings in Settings > Calculations.

Breakeven Trade Handling

Control how breakeven trades affect your statistics.

Include Breakeven Trades in Statistics

When enabled (default), breakeven trades are included in all your statistics and winrate calculations.

When disabled, trades that fall within your breakeven offset range are excluded from:

• Win rate calculations
• Win/loss counts
• Performance statistics

Essential Auto-Calculations

These commonly used calculations are enabled by default and save time during trade entry.

Setting	What It Calculates	Default
Auto-calculate Net P&L	Net P&L = Gross P&L - Fees	On
Auto-calculate Holding Time	Duration from entry time to exit time	On
Auto-calculate Total Points	Price movement (exit price - entry price)	On

P&L Triangle (Net P&L, Gross P&L, Fees)

Gross P&L, Fees, and Net P&L form a "P&L triangle" — enter any two values and the third auto-calculates:

• Gross - Fees = Net: $150 gross - $12 fees = $138 net
• Net + Fees = Gross: $138 net + $12 fees = $150 gross
• Gross - Net = Fees: $150 gross - $138 net = $12 fees

Holding Time

The duration of your trade is calculated from entry and exit times:

• Formula: Exit Time - Entry Time
• Displayed in hours and minutes (e.g., "2h 15m")

Total Points

Price movement is calculated from entry and exit prices:

• Long trades: Exit Price - Entry Price
• Short trades: Entry Price - Exit Price

Advanced Calculations

These calculations require specific data fields (prices, stop loss, take profit). All are enabled by default.

Setting	What It Calculates	Default
Auto-calculate Gross P&L	P&L from prices, quantity, and multiplier	On
Auto-calculate Expected R:R	Planned risk:reward ratio	On
Auto-calculate Realized R:R	Actual risk:reward achieved	On
Skip R:R for breakeven stops	Leave R:R blank when stop is at breakeven or R:R exceeds 20:1	On

Gross P&L

Calculate P&L from trade details instead of entering it directly:

• Long trades: (Exit Price - Entry Price) x Quantity x Multiplier
• Short trades: (Entry Price - Exit Price) x Quantity x Multiplier
• Requires: Entry price, exit price, quantity, and multiplier

Expected R:R (Risk:Reward)

Calculate your planned risk to reward before entering the trade:

• Formula: (Target - Entry) / (Entry - Stop Loss)
• Requires: Entry price, stop loss, and take profit target
• Example: Entry at 100, Stop at 95, Target at 115 = 3:1 R:R

Realized R:R

Calculate your actual R achieved on the trade:

• Formula: Actual profit or loss / Risk (distance to stop)
• Shows how well you captured the planned move

Skip R:R for breakeven stops

When enabled (default), Tradavity leaves the R:R fields blank instead of calculating a misleading value in two situations:

1. Stop moved to breakeven — The stop loss risk in dollars falls within your account's breakeven offset range. For example, if your breakeven offset is -$5 to +$5 and your dollar risk is $3, the stop is considered a breakeven stop and R:R is skipped.
2. R:R exceeds the 20:1 hard cap — If the calculated R:R would exceed 20:1 (in either direction), it is left blank. This prevents extreme values from distorting your statistics when a stop is placed very close to the entry price.

In both cases the stop loss price is still saved — only the R:R fields are left empty.

This setting applies everywhere R:R is calculated:

• Trade entry form (live, as you type)
• Trade edit form
• Bulk Sync import

When a copy group is active, each account in the group is checked against its own breakeven offset — not the group level — so per-account settings are respected.

Disable this setting if you want R:R calculated unconditionally regardless of stop placement.

Entry/Exit Helpers

Smart features for multi-execution trades.

Auto-calculate Fees

Automatically calculate trading fees based on a per-contract (or per-lot) rate. This is off by default.

To enable:

1. Go to Settings > Calculations
2. Toggle on Auto-calculate fees
3. Enter your default fee per contract/lot (e.g., 4.50)

Once enabled, fees are auto-calculated as:

• Formula: Quantity x Fee per contract
• Example: 3 contracts x $4.50 = $13.50 fees

The auto-calculated fee updates live as you change the quantity. You can manually override the fee value on any trade — the override is preserved.

Auto-fill Remaining Quantity

When using advanced mode with multiple entry/exit rows, this feature pre-fills the quantity field with the remaining unmatched amount.

Example:

• You enter 3 contracts
• You exit 1 contract
• Adding another exit row auto-fills "2" (the remaining contracts)

You can always override the auto-filled value.

When to Disable Auto-Calculations

Consider disabling specific calculations when:

• Your broker provides net P&L directly - Disable Net P&L auto-calc to use broker values
• You track P&L differently - Disable Gross P&L auto-calc if your calculation method differs
• You don't use stop losses - Disable R:R calculations if they don't apply to your style
• Importing from CSV - Auto-calcs may conflict with imported values

How Auto-Calculations Work

Auto-calculations trigger when:

1. You enter or change the required input fields
2. The calculated field is empty or was previously auto-filled
3. All required data is present

Auto-filled values show a subtle "auto" badge. You can manually override any auto-calculated value by typing a new number — the override is preserved even when other fields change. This lets you use auto-calculation as a starting point while keeping full control over the final values.

Default Settings Summary

Setting	Default
Include breakeven in statistics	On
Auto-calculate Net P&L	On
Auto-calculate Holding Time	On
Auto-calculate Total Points	On
Auto-calculate Gross P&L	On
Auto-calculate Expected R:R	On
Auto-calculate Realized R:R	On
Skip R:R for breakeven stops	On
Auto-calculate Fees	Off
Auto-fill remaining quantity	On

Tips

• Start with defaults - The essential calculations cover most use cases
• Enable advanced if you need R:R tracking - Useful for measuring trade execution
• Set your breakeven offset - For the BE stop skip to work accurately, configure your account's breakeven offset in Settings > Trading > Accounts
• Override when needed - Manual values always take precedence
• Check your math - Verify auto-calculated values match your expectations