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
Breakeven Offset

Each trading account has a breakeven offset range (e.g., -$5 to +$5). Trades within this range are considered breakeven. Set this in your trading account settings.

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

Net P&L

When you enter Gross P&L and Fees, Net P&L is automatically calculated:

  • Formula: Net P&L = Gross P&L - Fees
  • Example: $150 gross - $12 fees = $138 net

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

Complex calculations for advanced traders. Disabled by default as they require specific data fields.

Setting What It Calculates Default
Auto-calculate Gross P&L P&L from prices, quantity, and multiplier Off
Auto-calculate Expected R:R Planned risk:reward ratio Off
Auto-calculate Realized R:R Actual risk:reward achieved Off

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

Entry/Exit Helpers

Smart features for multi-execution trades.

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 indicator. You can always manually override any auto-calculated value.

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 Off
Auto-calculate Expected R:R Off
Auto-calculate Realized R:R Off
Auto-fill remaining quantity Off

Tips

  • Start with defaults - The essential calculations cover most use cases
  • Enable advanced if you need R:R tracking - Useful for measuring trade execution
  • Override when needed - Manual values always take precedence
  • Check your math - Verify auto-calculated values match your expectations