get_overview_stats
Generate high-level trading performance KPIs—win rate, total PnL, profit factor, expectancy, drawdown, best/worst day, and streaks—for an account overview.
Instructions
[EXECUTIVE KPI SUMMARY] Get high-level trading performance KPIs: overall win rate, total PnL, profit factor, average win vs average loss, expectancy, max drawdown, best/worst trading day, and streak metrics.
Best for: High-level overview or summary scorecard. NOT for: Direction comparison (use get_edge_by_direction), market comparison (use get_edge_by_market), or exit timing (use get_mae_mfe_stats).
Example questions:
"What is my overall win rate and profit factor?"
"How has my trading performed this month?"
"Give me an executive summary of my trading performance"
"What is my overall performance on account FTMO?"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account | No | Account name (e.g. "FTMO 2 Step", "01") or account ID to filter by | |
| date_to | No | ISO date YYYY-MM-DD — end of analysis window | |
| date_from | No | ISO date YYYY-MM-DD — start of analysis window | |
| account_id | No | Limit analysis to a specific account ID directly | |
| market_type | No | Filter by market: FOREX, CRYPTO, STOCKS, FUTURES |