Monitoring Performance

Effective monitoring is crucial for successful trailing stop trading. This guide shows you how to track, analyze, and optimize your bot's performance.

Dashboard Overview

Summary Statistics

The main dashboard provides a quick snapshot of your trailing bot activity:

Active Bots

• Number of currently running bots
• Quick health check of your strategies
• Shows how many in position vs waiting

Paused Bots

• Temporarily halted strategies
• Indicates manual interventions
• May have open positions

Total Investment

• Sum of all capital allocated
• Displayed in USD equivalent
• Helps track overall exposure

Total Profit

• Realized profit across all bots
• Actual earnings from closed positions
• Excludes unrealized gains/losses

Total Trades

• Completed position cycles (entry → exit)
• Indicates strategy activity level
• Higher number = more trading opportunities

Average APR

• Annualized Percentage Rate
• Performance benchmark
• Compare against buy-and-hold strategy

Quick Assessment

If your Average APR is consistently below buy-and-hold returns, consider reviewing your trailing parameters or market selection.

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Individual Bot Metrics

Overview Tab

Access detailed metrics for each bot by clicking on it from the dashboard.

Investment Summary

Total Investment

• Capital allocated to this bot
• Updated in real-time based on positions
• Helps track capital allocation

Position Status

• In Position: Currently holding asset
• No Position: Waiting for entry
• Shows current trading state

Current Position Value (if in position)

• Entry price
• Current price
• Position size
• Unrealized P&L

Example Display:

Total Investment: $10,000

Position Status: IN POSITION
Entry: $50,250 @ Jan 15, 10:30 AM
Current: $57,800 (+15.1%)
Position Size: 0.1982 BTC
Unrealized P&L: +$1,498

Performance Summary

Realized Profit

• Actual profit from closed positions
• Only includes completed trades
• Money you've actually earned

ROI % (Return on Investment)

ROI = (Realized Profit / Total Investment) × 100

Example:
Investment: $10,000
Realized Profit: $1,850
ROI: 18.5%

Unrealized P&L (Profit & Loss)

• Current profit/loss on open position
• Changes with market price
• Not actual profit until position closes

Example:

Entry: $50,000
Current price: $57,500
Position size: 0.2 BTC
Unrealized P&L: +$1,500 (+15%)

APR % (Annual Percentage Rate)

APR = (Total Profit / Investment / Days Running) × 365

Example:
Investment: $10,000
Profit: $1,850
Running for: 45 days
APR: ($1,850 / $10,000 / 45) × 365 = 149.8%

Understanding APR

APR is annualized and assumes continued performance. A 150% APR for 45 days doesn't guarantee this for a full year - market conditions vary greatly.

Trade Statistics

Total Trades Completed

• Number of full position cycles
• Entry → Exit = 1 trade
• Indicates strategy activity

Winning Trades

• Trades that closed with profit
• Key performance indicator
• Target: greater than 55% for good strategy

Losing Trades

• Trades that closed with loss
• Normal part of trading
• Should be smaller than wins

Win Rate

Win Rate = (Winning Trades / Total Trades) × 100

Example:
Winning: 15 trades
Losing: 8 trades
Total: 23 trades
Win Rate: 65.2%

Average Profit Per Trade

Total Realized Profit: $1,850
Total Trades: 23
Avg Profit: $1,850 / 23 = $80.43 per trade

Average Hold Time

• Typical duration of positions
• Shows strategy timeframe
• Helps understand trading frequency

Example:

Total Trades: 23
Wins: 15 (65.2%)
Losses: 8 (34.8%)
Avg Profit: $80.43
Avg Hold: 3.2 days
Largest Win: +$420 (+21%)
Largest Loss: -$250 (-5%)

Current Market Data

Current Price

• Real-time price from exchange
• Updated every few seconds
• Reference for position monitoring

24h High/Low

• Highest and lowest prices in last 24 hours
• Shows daily volatility
• Context for position performance

Price Change 24h

• Percentage change in last day
• Market momentum indicator
• Trend direction

Last Update

• Timestamp of last price update
• Ensures data freshness
• Check if data seems stale

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Position Tab

Current Position Details

When a position is open, you'll see comprehensive tracking:

Entry Information

Entry Price: $50,250
Entry Time: Jan 15, 2025 10:30 AM
Position Size: 0.1982 BTC
Entry Value: $9,960
Days Held: 5.3 days

Current Status

Current Price: $57,800
Current Value: $11,458
Unrealized P&L: +$1,498 (+15.1%)

Stop Loss Protection

Before Activation:

Protection Type: Initial Stop Loss
Stop Level: $47,738 (-5%)
Distance to Stop: $10,062 (17.4%)
Status: Waiting for activation at +10%

After Activation:

Protection Type: Trailing Stop ACTIVE
Peak Price: $58,500 (highest reached)
Trailing Stop: $55,575 (5% below peak)
Distance to Stop: $2,225 (3.8%)
Locked Profit: +10.6%

Take Profit (if enabled)

Take Profit Target: $65,325 (+30%)
Distance to Target: $7,525 (13%)
Will close immediately if reached

Position Visualization

Timeline Chart

Visual representation showing:

• Entry point
• Price movement over time
• Peak price achieved
• Current trailing stop level
• Take profit level (if set)
• Initial stop loss level

Color Coding:

• 🟢 Green line: Entry price
• 🔵 Blue area: Price movement
• 🔴 Red line: Current stop loss level
• 🟡 Yellow marker: Peak price
• 🟣 Purple line: Take profit target

What to look for:

Healthy Position:
- Price trending upward from entry
- Trailing stop following along below
- Good distance from stop
- Activation profit reached

Warning Signs:
- Price near trailing stop
- Stop very close to current price
- Multiple whipsaws near stop
- Activation profit not reached after long hold

Position History

Closed Positions Table

Comprehensive view of all completed trades:

Trade ID

• Unique identifier for each trade
• Links to detailed trade view
• For tracking and analysis

Entry Date/Time

• When position was opened
• Market conditions context
• Trade timing analysis

Entry Price

• Price at which position entered
• Baseline for profit calculation
• Reference point

Exit Date/Time

• When position was closed
• Hold duration visible
• Exit timing analysis

Exit Price

• Price at which position closed
• Determines final profit/loss
• Execution quality

Exit Reason

Possible reasons:
- Trailing Stop Triggered
- Initial Stop Loss Hit
- Take Profit Reached
- Manual Stop
- Bot Stopped

Hold Duration

Time from entry to exit
Examples:
- 2h 15m (very short)
- 3.5 days (moderate)
- 2 weeks (longer hold)

P&L ($)

• Absolute profit or loss
• Dollar amount gained/lost
• Before fees

P&L (%)

• Percentage return
• Easier comparison
• Strategy effectiveness metric

Fees

• Trading fees paid
• Exchange fee structure
• Impacts net profit

Net P&L

• Profit after fees
• Actual money made/lost
• True performance metric

Example Row:

Trade ID: TRL-001
Entry: Jan 10, 2025 14:30 | $49,200
Exit: Jan 15, 2025 09:15 | $56,100 
Reason: Trailing Stop Triggered
Hold: 4d 18h 45m
P&L: +$1,380 (+14.0%)
Fees: $20.12
Net: +$1,359.88 (+13.8%)

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Strategy Tab

Trailing Configuration

Bot Name

• Your custom name for reference
• Should indicate strategy type
• Example: "BTC-5%-Moderate-Trail"

Trailing Stop Settings

Type: Percentage or Fixed

• Shows your trailing method
• Most use Percentage

Value: X%

• Your trailing distance
• Example: 5% trailing stop
• How much profit protected

Activation Profit: X%

• Profit needed before trailing starts
• Example: 10% activation
• Trend confirmation level

Initial Stop Loss: X%

• Protection before activation
• Example: -5% initial stop
• Downside risk limit

Take Profit: Enabled/Disabled

• Shows if using profit target
• Example: +30% take profit
• Maximum profit capture

Re-entry Strategy

• How bot re-enters after exit
• Pullback, Aggressive, % Pullback, or Conditional
• Controls trading frequency

Visual Configuration Display

Interactive summary showing:

Entry: Bot enters at market price
  ↓
Initial Stop (-5%): Protects during confirmation
  ↓
Activation (+10%): Trailing starts here
  ↓
Trailing Stop (5% below peak): Dynamic protection
  ↓
Take Profit (+30%): Optional ceiling
  ↓
Exit: Based on trailing or take profit
  ↓
Re-entry: Based on chosen strategy

Risk Metrics

Maximum Risk Per Trade

Entry: $50,000
Initial Stop: -5% = -$2,500
Max Risk: $2,500 per position
% of Capital: 25% if $10k allocated

Potential Reward

If Take Profit enabled at +30%:
Max Reward: $15,000
Risk/Reward Ratio: 6:1

If no Take Profit (trailing only):
Potential Reward: Unlimited
Risk/Reward: Variable

Expected Performance

Based on backtest:
Win Rate: 65%
Avg Win: +12%
Avg Loss: -4.5%
Expected Value: Positive

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Performance Tab

Profit Overview

Realized Profit

• Money actually earned
• From closed positions
• Displayed in quote currency (USDT)

Calculation:

Realized Profit = Σ(Exit Price - Entry Price - Fees)

Example Trade:
Entry: $50,000 investment
Exit: $57,000
Fees: $20
Realized Profit: $57,000 - $50,000 - $20 = $6,980

Unrealized P&L

• Current value vs cost of open position
• Changes with market price
• Paper profit/loss

Calculation:

Unrealized P&L = (Current Price - Entry Price) × Position Size

Example:
Entry: $50,000
Current Price: $57,500
Position Size: 0.2 BTC
Unrealized P&L: ($57,500 - $50,000) × 0.2 = $1,500

Total Fees Paid

• Sum of all trading fees
• Includes entries and exits
• Reduces net profit

Fee Impact

Frequent trading can accumulate significant fees. Longer hold times generally result in better net profits relative to fees.

Returns Metrics

ROI % (Return on Investment)

• Percentage return on capital
• Industry-standard metric
• Easy comparison across strategies

APR % (Annualized Percentage Rate)

• Projected yearly returns
• Useful for long-term planning
• Compare against alternatives

Sharpe Ratio

• Risk-adjusted returns
• Higher = better returns per unit of risk
• greater than 1.0 is good, greater than 2.0 is excellent

Profit Factor

Profit Factor = Total Winning $ / Total Losing $

Example:
Total Wins: $5,200
Total Losses: $1,800
Profit Factor: 2.89

Interpretation:
Makes $2.89 for every $1 lost
Very good performance

Timeline

Chronological event log showing:

Bot Lifecycle Events:

✓ Bot created - Jan 15, 2025 10:00 AM
✓ Bot started - Jan 15, 2025 10:05 AM
✓ Position entered - Jan 15, 2025 10:30 AM @ $50,250
✓ Activation profit reached - Jan 16, 2025 02:15 PM
✓ Trailing stop now active
✓ New peak: $58,500 - Jan 18, 2025 11:45 AM
✓ Trailing stop triggered - Jan 19, 2025 09:30 AM
✓ Position closed @ $55,575 - Profit: $1,059 (+10.6%)
✓ Re-entry triggered - Jan 19, 2025 02:00 PM
✓ New position @ $54,200

Position Events:

• Position entered
• Activation profit reached
• Trailing stop activated
• New peak price set
• Stop loss triggered
• Position closed
• Profit/loss realized
• Re-entry executed

Risk Events:

• Initial stop triggered
• Take profit reached
• Stop adjusted
• Close to stop warning

Error Events:

• API connection issues
• Order execution failures
• Balance insufficient warnings

Use the timeline to:

• Understand bot behavior over time
• Identify patterns in entries/exits
• See how trailing stop worked
• Troubleshoot issues
• Learn from past trades

Trade Analysis

Win/Loss Distribution

Visual chart showing:

Histogram of Trade Results:
                    █
                    █
         █          █ █
     █   █   █  █   █ █
   █ █ █ █ █ █  █ █ █ █ █
-5% -3% -1%  0  +5% +10% +15% +20%

Most wins cluster: +8% to +14%
Most losses: -4% to -5%
Very few large losses (initial stop working)

Hold Time Analysis

Average: 3.5 days
Shortest: 4 hours (quick reversal)
Longest: 12 days (strong trend)

Winners: Avg 4.2 days (rode trend)
Losers: Avg 1.8 days (failed quickly)

Insight: Longer holds = better profits

Entry/Exit Quality

Average Slippage:
Entry: 0.03% (good execution)
Exit: 0.08% (acceptable)

Time of Day Performance:
Best entries: 8-10am EST
Best exits: 2-4pm EST
(your timezone may vary)

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Monitoring Best Practices

Daily Check-In (5 minutes)

Quick Assessment:

1. ✅ Check bot status (should be "Running")
2. ✅ Review position status (in/out)
3. ✅ Note realized profit change
4. ✅ If in position, check:
   • Distance to stop
   • Activation status
   • Current P&L
5. ✅ Check for any error messages

Red Flags:

• 🚩 Bot unexpectedly stopped
• 🚩 Position very close to stop (less than 2%)
• 🚩 Activation never reached on long hold
• 🚩 Multiple errors in timeline
• 🚩 Re-entry not working as expected

Weekly Review (15-30 minutes)

Performance Analysis:

1. Calculate weekly ROI
2. Compare against buy-and-hold
3. Review trade history
4. Analyze win rate and avg profit
5. Check trailing stop effectiveness

Strategy Assessment:

Week 1 Results:
- Investment: $10,000
- Trades: 4 completed
- Wins: 3 (75%)
- Realized Profit: $980
- Weekly ROI: 9.8%
- Avg Hold: 3.2 days
- Fees Paid: $32
- Net Profit: $948

Annualized: ~510% APR (if sustained)

Questions to Ask:

• Is the bot profitable after fees?
• Is win rate maintaining greater than 55%?
• Are trailing stops working effectively?
• Is activation profit being reached?
• Are hold times appropriate?
• Should I adjust any parameters?

Monthly Comprehensive Review

Deep Analysis:

1. Overall Performance

• Total realized profit
• Compare to backtest expectations
• Risk-adjusted returns
• Consistency across trades

2. Market Condition Assessment

• Was market trending or ranging?
• How did volatility impact results?
• Are conditions still suitable for trailing?
• Did market regime change?

3. Parameter Effectiveness

Trailing Stop Analysis:

5% Trail Performance:
- Avg profit captured: 11.2%
- Whipsaws: 3 of 18 trades (16.7%)
- Peak to exit: 6.8% avg pullback

Test if 7% trail might work better:
- Would avoid whipsaws
- But give back more profit
- Requires backtesting

Activation Profit Analysis:

Current: 10% activation
Reached: 15 of 18 trades (83.3%)
Failed: 3 trades hit initial stop first

Could lower to 8%? Or keep at 10%?
Backtest different values

4. Capital Rebalancing

• Reallocate based on performance
• Increase for best performers
• Reduce underperformers
• Maintain diversification

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Performance Benchmarks

What's "Good" Performance?

Realistic Expectations:

Conservative Trailing:

• APR: 30-60%
• Win Rate: 65-70%
• Trailing: 7-10%
• Risk: Low
• Monitoring: Weekly

Moderate Trailing:

• APR: 60-100%
• Win Rate: 60-65%
• Trailing: 4-6%
• Risk: Medium
• Monitoring: Daily

Aggressive Trailing:

• APR: 100-200%+
• Win Rate: 55-60%
• Trailing: 2-4%
• Risk: High
• Monitoring: Multiple times daily

Reality Check

High APR in short periods doesn't guarantee long-term success. Market conditions change. Always compare against buy-and-hold.

Comparing Trailing vs HODL

Example Calculation:

Scenario: BTC Trailing Bot vs Buy & Hold over 60 days

Trailing Bot:
Starting: $10,000
Trades: 8 completed
Ending Value: $11,850
Return: 18.5% (113% APR)
Largest Drawdown: -8%

HODL:
Starting: $10,000 in BTC at $50,000 (0.2 BTC)
Ending: $11,200 (BTC at $56,000)
Return: 12%
Largest Drawdown: -18%

Result: Trailing outperformed with less risk

When Trailing Wins:

• Trending markets with pullbacks
• Volatile uptrends
• Markets with clear momentum
• Assets that follow technical levels

When HODL Wins:

• Straight-line rallies (rare)
• Very long-term horizons
• After trailing bot gets whipsawed

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Optimization Tips

Improving Win Rate

If win rate dropping below 55%:

• ✓ Check if market conditions changed
• ✓ Review entry timing
• ✓ Consider wider initial stop
• ✓ Increase activation profit (more confirmation)
• ✓ Review re-entry strategy

Maximizing Profit Capture

Strategies:

• ✓ Backtest different trailing percentages
• ✓ Adjust activation based on volatility
• ✓ Use technical analysis for entries
• ✓ Optimize re-entry timing
• ✓ Consider partial position sizing

Reducing Whipsaws

If getting stopped out then price rallies:

• ✓ Widen trailing stop (5% → 7%)
• ✓ Increase activation profit
• ✓ Use longer timeframes
• ✓ Add trend filter
• ✓ Avoid choppy market periods

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Key Metrics at a Glance

Track These:

Metric	Frequency	Target
Bot Status	Daily	Running
Position Status	Daily	Check daily
Realized Profit	Daily	Positive growth
Win Rate	Weekly	greater than 55%
APR	Weekly	>Buy-and-hold
Distance to Stop	Daily	greater than 3% (if in position)
Activation Hit Rate	Weekly	greater than 70%
Error Count	Daily	Zero

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Alerts and Notifications

Set Up Alerts For:

Critical Events:

• ✉️ Bot stopped unexpectedly
• ✉️ Position opened
• ✉️ Trailing stop triggered
• ✉️ Take profit reached
• ✉️ API connection lost

Important Events:

• ✉️ Activation profit reached
• ✉️ Position close to stop (less than 3%)
• ✉️ Large profit realized (more than 15%)
• ✉️ Initial stop triggered

Optional Events:

• ✉️ Daily performance summary
• ✉️ Position updates
• ✉️ Weekly reports
• ✉️ New peak price reached

Pro Tip

Enable push notifications for position-related events. Trailing stops can trigger at any time, and you'll want to know immediately.

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Next Steps

Now that you know how to monitor performance, learn how to troubleshoot issues:

→ Troubleshooting

Get answers to common questions:

→ FAQ