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
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:
- You enter or change the required input fields
- The calculated field is empty or was previously auto-filled
- 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