Feature reference
FillScope features and data boundaries
Imported broker facts and user-entered review fields stay distinct so the dashboard does not pretend to know what the data cannot show.
What comes from IBKR Flex?
Configured Flex reports can supply trade rows, symbols, asset categories, sides, quantities, prices, realized FIFO P&L, commissions, dates, currencies, open positions, and account-equity fields when those sections are included in the query. Missing report fields remain missing; FillScope does not invent them.
Which performance metrics are calculated?
The current API calculates total and average realized P&L, wins and losses, win rate, gross profit and loss, profit factor, expectancy per imported trade row, commission totals, time and symbol breakdowns, cumulative equity, and drawdown views.
Which fields require trader review?
Initial risk, planned stop, planned target, playbook adherence, emotion, confidence, focus, fatigue, mistakes, and review notes require user input or review. R-multiple is only calculated when initial risk is recorded and greater than zero.
What is the AI review surface?
FillScope prepares a bounded review context and a deterministic draft from calculated metrics and source trade IDs. The current product contract excludes financial advice and should not be interpreted as a recommendation to buy, sell, or hold an instrument.
Are all features always available?
No. A view can be empty or partial when the Flex query omits a section, an import is stale or failed, too few trades exist, a user has not entered review fields, or a feature is not enabled for the account.