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Psychology

What each state of mind actually cost you.

Tag a trade when you review it, and the page reads those tags against results that have settled. It also says how few trades a figure rests on, because most of them rest on very few.

Your own tags, your own closed trades. Nothing is inferred from how you trade, and no model reads your journal.

The four dimensions Example
Patience 68% 104 · Tagged and closed
Confidence 54% 104 · Tagged and closed
Discipline 61% 104 · Tagged and closed
Risk Behavior 34% 104 · Tagged and closed

The vocabulary

Ten tags, and not all of them are mistakes

You set these yourself when you review a trade. Four describe a habit worth keeping and ten describe a risk behaviour, so the page can tell a good day from a lucky one.

The tags you can set Example
Habits
CalmPatienceConfidenceDiscipline
Risk behaviours
HopeGreedFearFear of LossFOMOStressAngerRevenge TradingOvertradingHesitation

Nothing here is inferred. UnifyTrade never guesses a feeling from your order flow, and a trade you did not review carries no tags at all — which is exactly why the page keeps saying how many trades it has.

The denominator

Every figure here is a fraction, and the argument is the bottom of it

Four populations are in play and they are not interchangeable. Mixing them is how the same label ends up with two different answers on two pages.

Which trades a figure counts Example
  • 1,240 All trades Every trade in the range, whatever its status.
  • 116 Reviewed Trades carrying any review of yours.
  • 109 Tagged Trades carrying at least one tag.
  • 104 Tagged and closed Tagged trades that closed with a real result. Every share on the page counts from this one.

A position still open has an unrealised number that will move tomorrow. It can sit in a count of what you tagged; it can never sit in a measure of how it went.

A risky trade counts once

Risk Behaviour is the share carrying at least one of the ten risk tags. A trade with three of them is one risky trade, not three — otherwise the worst days would count twice and the figure would flatter nothing but itself.

Nothing is not the same as zero

With no tagged closed trades in a range the figure is blank, never 0%. "You have no discipline" and "you have not told me yet" are different answers and the card has to be able to tell them apart.

How it stays honest

A share of three trades is arithmetic, not evidence

Real journals are thin. Over four years of reviews a quarter often holds one or two tagged trades, and a share of two trades is 0%, 50% or 100%. Plotted as a line that looks like violent mood swings. So the page says what it is standing on.

Psychology trend Example
  • A period with nothing tagged is a gap. Nothing is interpolated between the neighbours.
  • A point built on fewer than five trades is drawn hollow, its line dashed, and its counts are on the tooltip.
  • For all time the period widens — month, quarter, half-year, year — while most of its buckets are too thin to measure, and stops as soon as they are not.
Low sample Early signal

The same rule under every figure

A change is shown against the previous period, but under five trades it is not read as a direction and not coloured as a win or a loss — one tagged trade moves a share by a hundred points. Hiding the change would be worse than showing it plainly.

Thin buckets are kept rather than hidden or merged away. The point is not a smoother chart; it is a chart that shows how much you actually know.

The trades you never wrote up

One card needs no tags, no notes and no discipline

Everything above is a share of the trades you chose to review, and that choice is not random — the ones nobody wants to sit down and write up afterwards are usually the ones worth reading. So this card reads the others: every closed trade you have, placed by what happened immediately before it.

Patterns you did not tag Example
Opened after Trades Win rate Avg result Median size Reviewed
After a win 677 81% +9.5% 1,800 83
After 1 loss 128 66% +2.6% 1,800 17
After 2+ losses weakest 94 46% −5.4% 4,052 8

It answers one question

Does what just happened change how you trade next? If the position gets bigger after two losses while the results get worse, that is a habit — and it is visible whether or not you ever tagged a single trade.

The state comes from your whole history in order, and only then is the range applied — otherwise a trade at the start of a range would look like a fresh start when it was nothing of the kind. Size is the median, because one outsized position would carry a mean.

The plan

Did you do what you said you would

One question on the review, answered per trade, and read against what the trade actually did.

Plan followed Example
Yes95
No6
Not set4
Followed94%

The rate is out of the trades you answered, not out of every tagged trade. "Not set" is counted as neither — a question you skipped is not a plan you broke.

The rest of the page

Seven more cards, all on the same range

One period control at the top and every card answers to it. The trend card lost its own period chips on purpose: two controls meant the headline and the line beneath it could be answering about different months.

Psychology Trend

Each dimension over time, with the bucket size the sample can support.

Psychology Tag Distribution

Which tags appear most, and how the plan answers split.

Emotion Frequency

How often each tag turns up across tagged trades, counted once per trade.

Performance by Psychology Tag

What trades carrying each tag actually returned.

Key Insights

The readings that clear their own sample threshold, in plain sentences.

Recent Psychology Tags

Your latest reviewed trades, with the note you left.

The Psychology Coach answers from the analytics on this page — local data and fixed rules. There is no AI model, and nothing you write is sent anywhere to be read.

What it is, and is not

Three things worth being clear about

A page with the word psychology on it invites a bigger reading than it deserves. Three lines, so the boundary is not left to guesswork.

It is not a diagnosis

These are labels you chose, counted. UnifyTrade is not a clinician, does not assess a mental state and offers nothing that belongs to therapy or medicine.

It is not a personality test

Nothing here scores you as a type. Every figure is a share of a specific set of your own trades, and the page prints the set beside the share.

It measures tags against settled money

The result half comes from the same engine as the Trades page, so a win here is a win there. Only trades that closed count, and nothing is estimated when the data cannot support it.

Find out what your worst habit costs

Connect an account or import your history. The patterns card starts working before you tag a single trade.