---
title: 'Timeframe Analysis'
description: 'Analyze trading performance across custom time periods'
---

## Overview

The Timeframe Analysis feature allows you to analyze trading performance across different time periods with comprehensive P/L summaries including both trading profits/losses and dividend income.

## Time Period Selection

<CardGroup cols={2}>
  <Card title="All Time" icon="infinity">
    Analyzes all available trading data
  </Card>
  <Card title="Current Month" icon="calendar-day">
    Current calendar month performance
  </Card>
  <Card title="Year to Date" icon="calendar-check">
    Performance from January 1st to today
  </Card>
  <Card title="Past Year" icon="calendar-days">
    Rolling 365-day performance
  </Card>
  <Card title="Custom Period" icon="calendar-range">
    Select your own date range
  </Card>
</CardGroup>

## Key Metrics

- **Period**: Exact date range for selected timeframe
- **Total P/L**: Combined trading profit/loss and dividends
- **Trading P/L**: Profit/loss from completed trades only
- **Dividends**: Total dividend income received
- **Closed Trades**: Number of completed buy/sell transactions
- **Win Rate**: Percentage of profitable trades

## Summary Breakdowns

### Weekly Summary

Groups data by calendar week showing:
- Trading P/L per week
- Dividends per week
- Total P/L per week
- Number of trades per week

### Monthly Summary

Groups data by calendar month showing:
- Trading P/L per month
- Dividends per month
- Total P/L per month
- Number of trades per month

## Open Positions

Displays current open positions (stocks bought but not yet sold):
- Symbol and number of shares
- Notes that open positions are excluded from P/L calculations

## Usage

<Steps>
  <Step title="Navigate to Summary">
    Go to the Summary page and click "By Timeframe"
  </Step>
  
  <Step title="Select Period">
    Choose from dropdown - date fields auto-populate
  </Step>
  
  <Step title="Custom Dates (Optional)">
    Manually adjust start/end dates for fine-tuning
  </Step>
  
  <Step title="Apply">
    Click "Apply Dates" for custom date ranges
  </Step>
</Steps>

## Next Steps

<CardGroup cols={2}>
  <Card title="Trading Analysis" icon="chart-line" href="/features/trading-analysis">
    View monthly trading performance
  </Card>
  <Card title="API Reference" icon="code" href="/api-reference/timeframe">
    Use the Timeframe API
  </Card>
</CardGroup>
