Personal Trading Dashboard

What this unit covers

Build a personal dashboard: the handful of numbers worth tracking about your own decisions over time, as something real you can keep.

By the end you will be able to

• Explain how a personal dashboard differs from checking portfolio value alone.
• Identify a small set of decision-process and outcome metrics worth tracking.
• Choose a realistic, private format and rhythm for checking your own numbers.

How it starts: The Number You Never Wrote Down

1. You can open your broker app and name your portfolio value in seconds.
2. Of your last ten trades, how many followed a plan you wrote down first?
3. You pause, and realise you are not sure.

Words you will meet

Personal trading dashboard

A small, fixed set of honest numbers about your own decisions, checked on a regular private rhythm.

Decision-process metric

A number that shows how you decided, such as whether you followed a written plan.

Outcome metric

A number that shows what resulted from a decision, such as portfolio value.

Portfolio value

The current worth of everything you hold, as shown by your broker.

In this module: Continuous Improvement

1. Building Repeatable Systems
2. Learning from Mistakes
3. Personal Trading Dashboard (this unit)
4. Becoming an Independent Decision Maker