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Report Scoring Guide

How We Calculate Report Scores and Grades

This section explains exactly how your Trading Performance Report is built, including formulas, checklist rules, and worked examples.

1) Data used

  • - Only completed trades are used (pending trades are excluded).
  • - The selected time and instrument filters are applied first.
  • - We use your journal data: win rate, discipline, profit factor, expectancy, drawdown, and trade count.
  • - Final scores shown in report are rounded to whole numbers.

2) Formula used

overallScore = (winRate * 0.28) + (discipline * 0.28) + (profitFactor*30 capped at 100 * 0.24) + (expectancyBonus * 0.10) + (sampleScore * 0.10)
expectancyBonus = 100 if expectancy > 0, else 0
sampleScore = min(completedTrades * 2, 100)
fundingScore = (overallScore * 0.60) + (checklistScore * 0.40)

3) Grade table

Score RangeGrade
85-100A+
75-84A
65-74B
50-64C
0-49D

4) Funding checklist

Trade Sample Depth

PASS: >= 30 trades

WATCH: 20-29 trades

FAIL: < 20 trades

Profit Factor Stability

PASS: >= 1.30

WATCH: 1.10-1.29

FAIL: < 1.10

Win Rate Baseline

PASS: >= 45%

WATCH: 40%-44.9%

FAIL: < 40%

Discipline Reliability

PASS: >= 70%

WATCH: 60%-69.9%

FAIL: < 60%

Positive Expectancy

PASS: > $0

WATCH: = $0

FAIL: < $0

Drawdown Control

PASS: <= 35% of gross profit

WATCH: <= 50% of gross profit

FAIL: > 50% of gross profit

5) Worked examples

Example A: Consistent Trader

60 trades | Win Rate 55% | Discipline 80% | Profit Factor 1.70 | Expectancy +$35 | Gross Profit $20,000 | Max Drawdown $4,000

Overall score = (55*0.28) + (80*0.28) + (51*0.24) + (100*0.10) + (100*0.10) = 70

Grade B

Checklist: 6 PASS out of 6 => 100

Funding score = (70*0.60) + (100*0.40) = 82

Final level: Almost Ready

Example B: Early/Unstable Trader

18 trades | Win Rate 38% | Discipline 52% | Profit Factor 1.05 | Expectancy -$12 | Gross Profit $9,000 | Max Drawdown $6,000

Overall score = (38*0.28) + (52*0.28) + (31.5*0.24) + (0*0.10) + (36*0.10) = 36

Grade D

Checklist: 0 PASS out of 6 => 0

Funding score = (36*0.60) + (0*0.40) = 22

Final level: Needs Improvement

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