Team Performance Guide
Compare trader results over selectable periods with drill-down charts.
~6 min – the desk scorecard that ranks traders, surfaces team totals, and drills into P&L curves and symbol breakdowns
Performance (`/team/performance`) compares traders over selectable periods. Complements Team Pulse → Leaderboard with deeper analytics.
Where to Find It
- Sidebar → The Trading Floor → Performance
- Linked from Team Overview dashboard
Period Selector
- 7, 30, 90, 180, 365 days
Overview Tab
- Team summary: active traders, total trades, team P&L, avg win rate
- Ranked table: total/completed/active trades, win rate, W/L, total P&L, View Details
Trader Details Tab
- Cumulative P&L line chart
- P&L by symbol bar chart (top 10)
- Extended lookback (`days * 3` for detail hook)
Permissions
- View only — all team members (`view_all_data`)
Quick Workflow
- Select team + period
- Scan overview ranking
- View Details on top/bottom performers
- Use insights for Allocations overrides and thesis reviews
- Compare with Theses card-level performance stats
Quick Reality Checks
- Empty table? → No completed team executions in period
- Leaderboard differs from Pulse? → Different metrics/scope — both are useful
- Detail charts sparse? → Widen period or wait for more trades
Next: Team Settings Guide — members, invites, roles.
Ready to put this into practice?
Run compliance scoring, tag ranking, and Kill List rules on every trade — not once a month when the account feels off.