Reading the equity chart

The chart under Total equity on the Overview draws the book's value over the window you pick, and on the hour, day and week windows lays every event on a lane under the line: the desk's sessions, your Consult threads, and the fills the Executor booked. This page says what each window is drawn from, how to zoom, and how to open the event you mean when several happened close together.

Pick a window

The row of chips under the chart chooses the window: 1H · 1D · 1W · 1M · 3M · 1Y · 5Y · ALL. Each one is drawn from data the platform actually keeps at that grain, never a smoothed guess:

1H

The past hour, one point a minute. Bellwether records the book's equity once a minute while the desk runs, around the clock.

1D

Today so far, one point a minute, compared against yesterday's close so the change is the day's result; outside market hours, the last session.

1W

The past week's sessions in half-hour steps (finer for a young book); only market hours are drawn, so nights and weekends leave no flat stretch.

1M, 3M, 1Y

One closing value per trading day, plus today's live value as the last point.

5Y and ALL

Daily closes, switching to one close per week once a book has about five hundred of them. ALL starts the day the book started.

Rest the pointer on the selected chip to see the grain the chart was actually drawn at for your book (Past week, the sessions in half-hour steps; Past 5 years, one close per week). Every window except 1D compares against its own first point, so +$168.48 (+1.64%) past week means since the left edge of the chart. The window you choose is kept in the page's address, so a link you share or bookmark opens the same view.

A book younger than the window says so. Pick 1Y on a book that started last Wednesday and the chart draws the six days it has, words the change since start instead of past year, and adds one line over the plot: This book is 6 days old, so this is all of it. It never stretches or pads the line to fill the window. The hour view of a desk that has not been running for an hour shows No equity samples in the past hour yet and no change recorded instead of a line and a figure; a book on its first day that opens a month or year window is told that view begins with tonight's close and that today's line is on 1D.

Zoom into a span

On a computer, press on the plot and drag sideways: a gray band with the two times at its corners shows what you are selecting, and when you let go that span becomes the chart. The big figure stays the book's equity now; the line under it re-bases to the span and says where it ran and where it ended (+$7.97 (+0.08%) over this span · Thu 08:30 to Fri 15:00 CT · ended $10,394.30), and a Reset zoom button appears next to the window chips (under them on a phone). The zoom is kept in the page's address with the window, so it survives a reload and a shared link; a link whose span no longer holds any samples simply opens the whole window. Picking any window chip clears it. A zoom shows the points the window already had in more room; for finer detail pick a shorter window (1D and 1H are minute data). On a phone, dragging a finger along the plot scrubs the value instead; use the window chips to get closer.

Markers: one card, every event, the right one

On the 1H, 1D and 1W windows each event sits on a lane of its own between the line and the time labels: an orange dot for a desk session, a ring for a Consult thread, a green ▲ for a buy fill and a red ▼ for a sell. When events land close enough together that their marks would touch, they become one numbered marker (a small pill reading 5, its ring tinted orange when it holds sessions, led by ▲▼ when it holds only fills) instead of a pile you cannot aim at. Shorter windows and zooming spread them apart again.

• Point at a marker and, after a beat, one card opens beside it, above the lane and never under your cursor. For one event it names it (a Check-in with 1 proposal, Bought 2 AMD at $150.20, a Consult thread) with the equity, the change and the time at that point, the model and cost of a run, and an Open session, Open thread or Open order link. For a numbered marker it lists every event in it, one line each with its time; when there are more than fit, the last line fades and the card says how many more scroll. Moving the pointer onto the card keeps it open, and a marker keeps the pointer until you are clearly on its neighbor, so drifting a few pixels never swaps the card for the next one's.
• Click a marker (or tap it on a phone) to pin the card. A pinned card ignores the pointer entirely, so you can move to a row and click it: a session row opens that run on Agent, a fill opens its order on Activity, a Consult row opens the thread in Consult. Press Esc (from anywhere on the page), the close button, or click anywhere else to unpin. While a card is open the value bubble that follows the crosshair steps aside. On a phone the card opens under the lane instead of over the chart, so the equity figure stays in view.
• Keyboard: Tab from the plot reaches the markers in time order, the arrow keys move between them, Enter pins and puts you on the first row, the arrows move down the list, Esc closes and returns you to the marker.

The Sessions · Consult · Fills toggles to the right of the window chips (on a computer) hide or show each kind, and the number beside each is how many the window held in total; your choice is remembered in this browser. Consult threads are off until you turn them on.

On the month and year windows there are no markers. A year of closes would carry hundreds of sessions, so instead of a row of count pills the chart says how many there were (231 sessions and 88 fills in this window; pick 1W or 1D to see them on the line) and the Agent timeline is the tool for reading them, one day at a time. When a window held more than 250 runs or fills, the legend's counts are still the totals.

What the numbers next to the value mean

While you move across the plot, a small bubble rides the crosshair with the value at that moment, the change from the window's baseline, and the time in Chicago time (CT). The large figure and the change under it follow the crosshair too and snap back to now when you leave the chart. If the crosshair is on a marker, the change line names it (an orange dot, then Check-in, 1 proposal, Fable 5.1, $0.41) so you can tell sessions apart before opening one. When a window holds only a handful of closes, each one is marked with a small dot on the line so five facts do not read as a trend.