Reports
P&L
On this page:
Components
Where This Page Fits
Trend by Period
Versus the Previous Period
By Ledger Folder
Top Customers
Notes
The answer to every business owner's most important question: "did we actually make a profit or not?" — the exchange's net profit over the selected period, in the reference currency: trade profit + fee income + other income − expenses.
Components
| Part | Source |
|---|---|
| Trade profit | Each trade's recorded profit using the weighted-average cost method. |
| Fee income | Turnover of the "Fee income" accounts over the period. |
| Other income | Turnover of the "Other income" accounts (including FX revaluation gains). |
| Expenses | Turnover of the expense accounts. |
Where This Page Fits
- Fee detail: Fee Income. Profit broken down by customer/trader: the related reports.
- For a more realistic profit figure, run FX Revaluation before pulling this report.
Trend by Period
- The stacked chart under the cards piles up the profit components per period (expenses below zero); the dark line is that period's net profit.
- The "Period breakdown" table shows the same numbers with trade counts. Switch granularity with the Daily / Weekly / Monthly chips; the default follows the range length (up to two months daily, up to six months weekly, then monthly). Months follow your calendar (Jalali or Gregorian).
- Empty periods are skipped in the table but kept in the chart so the trend stays continuous.
- The "Volume" column in the period breakdown and the pair table is the traded (sold) amount in the reference currency, as on the dashboard.
Versus the Previous Period
- When you pick an explicit range, each card shows the percentage change versus the equally long period immediately before it (for expenses an increase is red). "All history" has no comparison.
By Ledger Folder
- Fee income, other income and expenses use the same folder tree as the general ledger: a folder row is the sum of its subtree with the accounts underneath. All amounts are in the reference currency; hover an amount to see the per-currency detail.
- The "Share" column is each row's percentage of that section's total.
Top Customers
- The five customers with the highest trade profit in the range For the full list open "Profit by Customer".
Notes
- The presets at the top of the page (today/7 days/this month/this year/all history) speed things up. This report deliberately has no customer/currency filter; per-customer detail lives in "Profit by Customer".
- Foreign-currency amounts are converted to the reference currency at today's rate; changing the board rate shifts the report's numbers.
This guide comes straight from the in-app help and refreshes with every update.
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