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Rules vs Reality Dashboard

Purpose​

The Rules vs Reality Dashboard is your long-term execution mirror for rule adherence. It shows how well you actually follow the trading rules you've set for yourself, over days, weeks, and months.

It does not judge whether your rules are good or bad, and it is not a performance leaderboard. It answers a simpler question:

"Do I follow my rules? If not, when and in what context do I break them?"

What This Feature Does​

The dashboard aggregates rule checks across your trades and shows:

  • Global adherence – Overall percentage of rule checks you passed across all trades.
  • Per-rule adherence – Which rules you follow consistently and which you break most often.
  • Time patterns – When violations happen (by day, week, or session such as morning vs afternoon).
  • Clusters and streaks – Whether violations are isolated mistakes or appear in cascades (multiple rules broken in a short window).
  • Trend over time – Whether your discipline is stable, improving, or eroding in recent trades vs your all-time baseline.
  • Context filters – How adherence changes by tag, account, or time window (for example, challenge vs funded, scalps vs swings).

The dashboard reflects adherence, not effectiveness. You can have:

  • High adherence + poor performance (rules might be misaligned)
  • Low adherence + good performance (discipline problem)
  • High adherence + good performance (rules are sound and followed)
  • Low adherence + poor performance (rules are ignored and results suffer)

How to Use It​

  1. Make sure rules are defined

    • Set up your trading rules (for example, max trades per day, time window, minimum R:R, no trading after X losses).
    • Scope rules where needed (by tag, account, or session).

  2. Open the dashboard after a meaningful sample

    • Review after a block of trades (for example, weekly or monthly), not after every single trade.

  3. Scan your global adherence

    • Look at the overall adherence percentage and the recent vs all-time comparison.
    • Note if recent adherence is stable, improving, or slipping.

  4. Identify weak rules in the table

    • Sort by lowest adherence or highest violation count.
    • Click into a rule to see when and where it tends to be broken (time of day, tags, outcomes).

  5. Study the violation timeline

    • Look for clusters: days or streaks where multiple rules were broken together.
    • Pay attention to periods that line up with losing streaks, emotional tags (for example, FOMO, revenge), or specific setups.

  6. Use filters for deeper context

    • Narrow by:
      • Time window (Last 10 trades, Last 30 days, All Time)
      • Account (challenge vs funded, demo vs live)
      • Tags (for example, only scalps, only breakouts)
    • Compare all-time vs recent windows to see if discipline is drifting or recovering.

  7. Translate insights into action elsewhere

    • Use what you see to refine rules (Rules Coach), adjust your trading schedule, or decide which contexts need more structure.
    • The dashboard shows the pattern; you decide what to change.

Important Notes​

  • Descriptive, not prescriptive
    The dashboard describes when rules were followed or broken and under what conditions. It does not tell you what you "should" do next.

  • Conditional rules only evaluate when applicable
    Some rules (for example, "No trading after 3 losses") only evaluate when their condition is met. Their adherence is based on those limited situations, not all trades.

  • Incomplete data reduces evaluations
    Rules that depend on specific fields (for example, stop loss / take profit for R:R checks, tags for setup rules) are skipped if that data is missing. Skipped checks do not count as passes or violations.

  • Filters change what you see
    Time windows, account filters, and tag filters recalculate all adherence numbers for the current view. Always check which filters are active before interpreting trends.

  • Timezone matters for time-based rules
    Time-window rules use your configured timezone. If it's wrong, time-based adherence may look off.

  • Edits and deletions recalculate adherence
    Editing trades or rules can change historical adherence. Deleting trades removes their violations and passes from the dashboard.

Support​

If something in the Rules vs Reality Dashboard doesn't look right or you have questions about how it's calculated, email hello@trademonkey.app.