Goals

Why Set Goals?

Trading without goals is like driving without a destination. You might move forward, but you have no way to measure progress or know when you've arrived.

Creating a Goal

Go to Goals → New Goal and configure:

Goal Type

Select what you want to track:

Performance

• Win rate — percentage of profitable trades
• Profit factor — ratio of gross profit to gross loss
• Average R-multiple — average return per unit of risk

Risk

• Maximum drawdown — keep drawdown below a threshold
• Consistency — maintain steady performance

Activity

• Trades per month — minimum (or maximum) trade count

Growth

• Monthly profit percent — account growth by month
• Weekly profit percent — shorter-term growth tracking

Habit

• Custom habits — any recurring practice you want to build or maintain

Target Value

Set a specific, measurable target. Base it on your actual historical performance — check the Metrics dashboard for your current baseline.

Period

• Weekly — short feedback loops
• Monthly — the standard for most trading goals
• Ongoing — no end date, for long-term tracking

Tracking Progress

Once created, goals track automatically. As new trades come in, progress updates in real-time.

Goal Dashboard

The Goals page shows all active goals with:

• Progress indicator — visual bar showing proximity to target
• Current value — the real-time metric
• Target value — your goal
• Status — active, achieved, or closed

Notifications

Pulsor notifies you about goal progress — milestone alerts, at-risk warnings, and completion notifications. Configure in Settings → Notifications.

Best Practices

Start With One Goal

Pick the single metric with the highest potential impact. Track it for a month. Then add another.

Base Targets on Data

Open Metrics, find your baseline, and set a realistic stretch target. If your win rate is 48-52%, target 55% — not 70%.

Avoid Dollar Targets

Dollar-based goals encourage oversizing and revenge trading. Use percentage-based growth or process metrics instead.

Review at Period End

1. Did you hit the target?
2. What changed — or what held you back?
3. Set the next goal based on what you learned.

Completed Goals

Achieved goals are archived in your goal history, creating a record of your improvement trajectory over time.