How do I use the Analysis tool?

Published on May 3, 2024Updated on Jun 26, 20263 min read80

What's the Analysis tool, and how does it work for me?

Regardless of your trading experience, documenting your trades and understanding your trading performance is the first step in becoming a better trader. The analysis tool allows traders to quickly and easily evaluate your historical trading performance.

With this tool, you'll be able to track your trades in a calendar view, profitability by ticker and see detailed trading related metrics.

How can I use the Analysis tool?

On the app

1. Select Assets and tap on the tiny arrow beside 1Y PnL

2. Select Assets, Spot PnL, Futures PnL, or Earn to view further details on your PnL performance.

  • Assets: view your Performance, Daily PnL, PnL by products, Asset allocation, Top 10 gainers, and Top 10 losers. You can filter by account type, main/sub-account, date range, and currency. Pay balance is excluded from Asset analysis.

  • Spot PnL: view Performance stats and PnL breakdown. You can filter by main/sub-account and currency.

  • Futures PnL: view Performance stats, Trading calendar, PnL ranking, and Funding fees. You can filter by main/sub-account and currency. Historical data begins on Nov 1, 2022 and is updated within 3 hours after each position is closed.

  • Earn: view Yesterday's earnings and Lifetime earnings. You can filter by date range.

On the web

  1. Head to the Assets option on the menu and hover on it to load the options menu

    Load other options when you hover on the Assets option

  2. Select Analysis from the drop-down menu

    Analysis option can be selected from the options menu

  3. Select Assets, Spot, or Futures to view further details on your PnL performance.

  • Assets: view Today's PnL, This month's PnL, Estimated balance, Performance, Asset trend, Daily breakdown, PnL by products, Asset allocation, Top 10 gainers, and Top 10 losers. You can filter by account type, main/sub-account, date range, and currency. Pay balance is excluded from Asset analysis.

  • Spot: view Total PnL, Daily PnL, PnL analysis, and PnL breakdown.

  • Futures: view Trading calendar, Total PnL, Profit factor, Win/Loss rate, Risk/reward ratio, Performance stats, and PnL by symbol. Historical data begins on Nov 1, 2022 and is updated within 3 hours after each position is closed.

Disclaimer
This content is provided for informational purposes only and may cover products that are not available in your region. It is not intended to provide (i) investment advice or an investment recommendation; (ii) an offer or solicitation to buy, sell, or hold crypto/digital assets, or (iii) financial, accounting, legal, or tax advice. Crypto/digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding crypto/digital assets is suitable for you in light of your financial condition. Please consult your legal/tax/investment professional for questions about your specific circumstances. Information (including market data and statistical information, if any) appearing in this post is for general information purposes only. While all reasonable care has been taken in preparing this data and graphs, no responsibility or liability is accepted for any errors of fact or omission expressed herein. Both OKX Web3 Wallet and OKX NFT Marketplace are subject to separate terms of service at www.okx.com.

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