Essential ($24/mo) and Pro ($49/mo) include the same report features. Both plans list every report row below as Included.
Open Reports from the left sidebar to work with those features across six tabs.
Report features on both plans
| Feature | Essential | Pro | | --- | --- | --- | | 50+ Auto-Generated Reports | Included | Included | | Date & Time Reports | Included | Included | | Symbol & Instrument Reports | Included | Included | | Strategy Reports | Included | Included | | Tag-Based Reports | Included | Included | | Risk & Position Size Reports | Included | Included | | Cross Analysis | Included | Included | | Compare Tool | Included | Included | | Wins vs. Losses Breakdown | Included | Included | | Filter Stacking | Included | Included | | Price & Quantity Reports | Included | Included | | Trade Duration Reports | Included | Included | | Options Expiration Reports | Included | Included | | Advanced Global Filter | Included | Included | | Export as PDF | Included | Included | | Playbook Analytics | Included | Included | | Profit Playbooks Library | Included | Included |
Where reports live in the app
- Statistics — overall performance snapshot
- Time — results by when you traded
- Trade — trade-level price and size detail
- Instrument — results and market context by symbol
- Tags — performance by the tags on your trades
- Accounts — performance across trading accounts
Not a report: Voice Notes
Voice Notes is not a report feature. It is blank on Essential and Included on Pro.