Goals & Milestones

Goals let you set measurable targets for your trading performance and track progress in real time. Every time you add or edit a trade, your goals update automatically.

Accessing Goals

Click Goals in the left sidebar to open the Goals page.

Creating a Goal

1. Click New Goal in the top-right toolbar
2. Enter a Goal Name (required, up to 100 characters)
3. Select What to track — choose from 16 metrics grouped by category
4. Set the direction: "Reach or exceed" for metrics you want to maximize, "Stay under" for metrics you want to limit
5. Enter a Target value
6. Choose a Period (Daily, Weekly, Monthly, Quarterly, or Custom Date Range)
7. Select the Account scope: your active selection, a specific account, or a copy trading group
8. Click Create

Metric Types

Goals support 16 metrics across six categories:

Financial

Metric	What it measures	Default direction
Net P&L	Total net profit/loss for the period	Reach or exceed
Gross P&L	Total gross profit/loss (before fees) for the period	Reach or exceed
Max Drawdown	Largest peak-to-trough loss during the period	Stay under
Account Balance	Current account balance reaching a target level	Reach or exceed

Performance

Metric	What it measures	Default direction
Win Rate	Percentage of winning trades	Reach or exceed
Profit Factor	Gross profit divided by gross loss	Reach or exceed
Expectancy	Average P&L per trade	Reach or exceed
Avg Realized R:R	Average realized risk-to-reward ratio	Reach or exceed

Behavioral

Metric	What it measures	Default direction
Max Trades/Day	Maximum number of trades taken in any single day during the period	Stay under
Protocol Completion	Percentage of weekdays in the period on which a protocol checklist was completed	Reach or exceed

Volume

Metric	What it measures	Default direction
Trade Count	Total number of trades in the period	Reach or exceed
Trading Days	Number of distinct calendar days with at least one trade	Reach or exceed

Streak

Metric	What it measures	Default direction
Consecutive Green Days	Longest streak of consecutive days with a net-positive P&L during the period	Reach or exceed
Consecutive Routine Days	Longest streak of consecutive days with a completed protocol checklist	Reach or exceed

Payouts

Metric	What it measures	Default direction
Total Payouts	Total gross payout amount during the period (e.g., “$2k in payouts this month”)	Reach or exceed
Payout Count	Number of completed payouts during the period (e.g., “3 payouts this quarter”)	Reach or exceed

Period Types

Period	What it covers
Daily	Today only. Resets each morning.
Weekly	Monday through Sunday of the current week.
Monthly	First to last day of the current month.
Quarterly	The current calendar quarter (Q1: Jan–Mar, Q2: Apr–Jun, Q3: Jul–Sep, Q4: Oct–Dec).
Custom Date Range	A specific start and end date you define. The goal is automatically archived when the end date passes.

Account Scope

Each goal tracks data from a specific source:

• Active selection — Uses whichever account(s) you currently have selected. If you switch accounts, the goal recalculates accordingly.
• Specific account — Always tracks one named account, regardless of your active selection.
• Copy trading group — Tracks all accounts in a copy trading group combined.

Progress and Status

Each active goal shows a progress bar and a status badge reflecting where you stand relative to how much of the period has elapsed:

Status	Meaning
Reached	The target has been achieved.
On Track	Progress is proportional to or ahead of the time elapsed in the period.
In Progress	Some progress made, but slightly behind the expected pace.
Behind	Progress is significantly below the expected pace given how much of the period remains.

The status is pace-aware. For example, if you are 29% of the way to a monthly goal at day 10 of 30 (33% elapsed), your pace ratio is 0.88 — which counts as "On Track", not "Behind".

Balance Goal Progress

The Account Balance goal measures progress relative to where your balance stood at the start of the current period, not relative to zero. For example: if your balance was $50,000 at the start of the month and your target is $55,000, reaching $53,000 shows 60% progress (3k gained out of 5k needed), not 96%.

Goal Reached Notifications

When a goal is reached, a toast notification appears confirming the achievement. Each goal only notifies you once per period — it will not re-fire if your progress dips below the target and then recovers again.

Goal checking runs automatically after every trade mutation (adding, editing, deleting, bulk operations, syncing from brokers or copy trading groups) and after payout actions (withdrawals, marking payouts as paid, or reverting payouts).

Card View and Table View

Switch between views using the icons in the top-right toolbar:

• Card view — Visual cards showing progress bars and status badges at a glance.
• Table view — Compact tabular list with sortable columns. Default view.

Your view preference is saved per session.

Filter Tabs

Use the three tabs in the toolbar to switch between:

• Active — Goals currently being tracked.
• Archived — Goals you have manually archived, or custom-period goals whose end date has passed.
• History — Completed period snapshots for recurring goals (weekly, monthly, etc.).

Managing Goals

Editing a Goal

Click the edit (pencil) icon on a goal card or table row to update it. You can change the goal name, target value, direction, metric, period type, and account scope.

Archiving and Restoring

Archiving moves a goal out of the Active list without deleting it or its history:

• Click the archive icon on an active goal card or use the row action menu in table view.
• To restore an archived goal, open the Archived tab and click the restore icon.
• Custom-period goals are archived automatically when their end date passes.

Deleting a Goal

Click the delete icon on any goal. Deleting a goal permanently removes it and all its period history snapshots. This cannot be undone.

Period History

For recurring goals (daily, weekly, monthly, quarterly), Tradavity saves a snapshot at the end of each period recording the actual value achieved and whether the target was met. Open the History tab to browse past periods.

Snapshots are created lazily: any periods that ended since you last visited the Goals page are captured when you next open it.

Tips

• Start with behavioral goals — "Complete protocols 80% of days" or "Max 5 trades per day" build discipline before focusing on P&L targets.
• Use monthly periods for financial goals — Daily P&L goals create pressure; monthly targets give volatility room to smooth out.
• Set drawdown goals to protect capital — A "Max Drawdown: stay under $500/month" goal gives you an early warning when things go wrong.
• Archive, don't delete — Archived goals retain their history so you can look back at past periods.
• Use copy group scope for combined account goals — If you trade multiple accounts in a copy group, a group-scoped goal tracks them all together.

Dashboard Widgets

Goals can be displayed on your dashboard using three dedicated widgets:

• Goals Heatmap — A calendar-style heatmap showing daily goal completion across the month.
• Goals Progress Bars — Shows all active goals with their current progress percentage.
• Goals History Chart — A line chart tracking goal metric values over time across periods.

To add goal widgets, enter Dashboard Edit Mode (pencil icon) and drag a goal widget from the widget library to your dashboard.

Interactive Tutorial

A guided tutorial walks you through creating your first goal. It starts automatically when you visit the Goals page for the first time, or you can restart it using the Restart Tutorial button in the toolbar.

Related Topics

• Trading Protocols Guide
• Trading Routines
• Copy Trading Groups
• Creating Trading Accounts