Risk & Insights

Risk & Insights is the analytics layer over your trades and positions. On wide screens it splits the page into two columns: the AI assistant on the left, and the metrics stack on the right. On narrower screens both collapse into mobile tabs.

Sections

• Key Risk Indicators - Max Drawdown, Profit Factor, Sharpe Ratio, Risk/Reward Ratio, Expectancy. Profit Factor, Sharpe Ratio, Risk/Reward Ratio, and Expectancy each have a small "?" badge that opens an interpretation guide explaining what value ranges count as Excellent / Good / Average / Poor. Profit Factor's card itself is also color-coded by that scale.
• Win/Loss & Streak Analysis - Largest Win and Loss, Avg Win and Loss, Gross Profit and Loss, Net Profit (Gross Profit minus Gross Loss), plus current streak (with Win/Loss label), best win streak, and worst loss streak. These count each closed trade once, the same way the Dashboard counts its win rate: a spread is one trade, scored on the combined P&L of its legs after every leg has closed. Risk/Reward Ratio, Profit Factor, and Expectancy use the same per-trade figures. With no losing trades, Risk/Reward Ratio reads "No losses" and Profit Factor reads ∞, since neither has a loss to divide by.
• Portfolio Greeks - Delta, Gamma, Theta, Vega rolled up across open legs. See Greeks.
• AI assistant - a chat panel that can read your data and, with your approval, perform a small set of write actions. See AI Insights.

The legacy /risk and /ai-insights URLs both redirect here.

How often does it update?

Indicators recompute from your saved trades on each load and respect the active portfolio filter in the top bar - switching portfolios re-runs the metrics for that subset.

Greeks refresh as position market data lands. A spinner next to the Portfolio Greeks heading indicates positions still being enriched in the background; badges next to it surface counts of positions with stale market data or invalid symbols.

On a very large book

When there's more trade history than one pass can read, this page behaves one of three ways:

• Under a portfolio filter, when the risk metrics can't be completed, the page stops instead of showing partial figures: a Portfolio history is too large card appears, explaining that not every trade in the selection could be checked, with a View all portfolios button that clears the filter and reloads. Selecting fewer portfolios also works.
• Under a portfolio filter, when only Portfolio Greeks fall short, the page renders with an amber notice saying some position history couldn't be loaded and Greeks may be incomplete, plus a Clear Portfolio Selection button. Greeks are derived from trades only on the filtered path, which is why a filter is the only way to reach this.
• With no portfolio filter, an amber notice says your trade history is too large to load in full and that the realized risk metrics shown use your saved P&L - which covers your whole history, so Key Risk Indicators and Win/Loss & Streak Analysis are complete.

See Large Trade Histories for the same rule across the rest of the app.