Analytics
When to use this screen
Aggregated stats.
Who can open it / who to ping
Traders. Calculator hidden without a broker account. Range pills: All / 1D / 1W / 1M / Custom.
Find the record
Rail Performance, then the section rail.
Happy path
- Select the account in the top bar.
- Pick the view and date range.
- Calendar notes are theirs — staff should not expect them in Activity Management.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Change range | Slice data | Read |
| Calendar notes CRUD | If this is Calendar | Their notes only |
If this fails
- Empty charts: no trades in range or realtime stale — staff can sync on Accounts Management.
- Calculator missing: no broker account.