Revenue Report Dashboard
Revenue Report Dashboard provides a snapshot and detailed records of your account's revenue over specific intervals. There are four types of Revenue Report Dashboards, which include the 3-hour, daily, monthly, and annual reports. Each report is designed to provide you with revenue insights at different intervals, enabling you to analyze your account's performance over different timeframes.
Revenue Report Dashboard is an important tool that allows you to gain a better understanding of your account's revenue trends, identify areas of improvement, and make informed investment decisions. By utilizing the different reports available, you can easily track your revenue progress and adjust your investment strategies accordingly.
Spot Dashboard Time Setting
Time Setting feature of the Revenue Report Dashboard allows you to customize the currency and time intervals for your reports. Currently, BTC, KRW, and USDT* are the supported currencies.
USDT is a cryptocurrency that is pegged at a 1-to-1 ratio with the US dollar and is issued by tether.to.
The statistics displayed on the dashboard are converted to the currency you have selected. In order to convert the data to your chosen currency, we use the price for the exchange of the data. If a price is not available for the selected currency, we perform multiple conversions to obtain the price.
For instance, if you have asset A in the exchange called E and your selected currency is BTC, we first find the BTC price for one A in the exchange E (A/BTC). If A/BTC is not available, but A/USDT is, we obtain A/BTC by multiplying A/USDT and USDT/BTC (A/BTC = A/USDT * USDT/BTC).
If you have chosen KRW as your currency and you have an asset in an exchange that is not available in Korea, the price is given using multiple conversions by using the KRW price of one BTC in Upbit. For example, if you want B/KRW in the exchange E but B/KRW does not exist in that exchange, it is given by multiplying B/BTC in E and BTC/KRW in Upbit.
The time interval for the Revenue Report Dashboard varies depending on the report type.
- In the 3-hour report, you can choose a specific day and hour, and 3-hour data from the chosen time are displayed every 5 minutes.
- In the daily report, you can choose a specific day, and 24-hour data from the chosen time are displayed every hour.
- In the monthly report, you can choose a specific month, and data for the entire month are displayed every day.
- In the annual report, you can choose a specific year, and data for the entire year are displayed every month.
Statistics Summary section provides a quick overview of your financial performance during the selected time period. It includes the following information:
- Closing Balance: the total balance at the end of the selected time period.
- PNL (Profit and Loss): the net profit or loss earned during the selected time period.
- RoR (Return on Investment): the ratio of PNL to the balance at the beginning of the selected time period, expressed as a percentage.
- Net Transfer: the sum of all deposits and withdrawals made during the selected time period.
Closing Balance and RoR(%)
Closing Balance line graph displays the transition of the balance over time. The X-axis represents the date, and the Y-axis represents the total asset value. The closing balance value is aligned with the closing balance of the revenue report.
RoR line graph displays the Rate of Return for each day over time. The X-axis represents the date, and the Y-axis represents the RoR. The RoR value is aligned with the RoR of the revenue report.
Revenue Report shows your asset's record according to the time setting. The columns are Date, Opening balance, Closing balance, PNL, RoR, Deposit and Withdrawal.
- Date indicates the date of the row. Date's form defers by the type of the report. The date is shown as HH:mm for 3hour and daily, 1st, 2nd, 3rd for monthly and Jan, Feb, Mar for annually.
- Opening balance is the total asset value on the date of its row.
- Closing balance is the total asset value on the date of its next row. PNL is a variance of the total asset from opening to closing.
- PNL is calculated by Closing - Opening - (Deposit + Withdrawal).
- RoR is the Rate of Return from opening to closing. RoR is calculated by PNL/Opening.
- Deposit and Withdrawal are the values of deposit and withdrawal from the opening to closing.
Asset Distribution Change
Asset Distribution Change chart displays the changes in the ratio of each asset's value between the beginning and the end of the selected time period. The chart consists of two pie charts side by side, with one representing the ratio of each asset's value at the beginning of the time period, and the other representing the ratio at the end of the time period.
You can hover your mouse over each slice of the pie chart to see the name of the asset and its corresponding value. This chart allows you to easily compare the changes in your portfolio over the selected time period and can help you make informed decisions about your asset allocation.
Trading Journal - edit mode
Trading Journal is a space for notes or memos that can be added for each trading period. You can write your notes by selecting the edit button and save them by selecting the save button. The maximum length of one note is 1,000 characters.
Gain, Loss & Fee
Gain, Loss & Fee section displays which assets have resulted in profit or loss during the selected time period and currency. There are three scenarios for calculating profit. For example, if USDT is selected as the currency:
- 1.When asset A is sold
- 2.When another asset is purchased using A
- 3.When A is held until the end of the selected time period
For cases 1 and 2, the profit is calculated as the amount of traded A multiplied by (A/USDT at the time of transaction - A/USDT when it was acquired or at the beginning of the selected time period).
For case 3, the profit is calculated as the amount of A multiplied by (A/USDT on February 1st - A/USDT when it was acquired or at the beginning of the selected time period).
If the sum of these profits is greater than zero, the asset is categorized as a Gain. Conversely, if it is less than zero, it is categorized as a Loss.
The five assets with the largest amounts for Gain and Loss are displayed on the right and left sides, respectively. In the middle, a pie chart shows the ratios of the values of the Gain, Loss, and Fee.