The Yearly P&L Calendar

The Yearly Net P&L Calendar shows your profitability month by month across one calendar year, laid out as a grid so you can spot strong and weak months at a glance.

What It Shows

A 4×3 grid of month tiles (January–December). Each tile shows that month's Net Business P&L — the same per-month calculation as the Monthly graph, just in calendar form:

Per month: (Payouts + Income + Private Account P&L) − (Expenses + Challenge Costs − Refunds)

  • Sources: Funded Accounts (approved payouts), Transactions (income and expenses), Private Accounts (realized trading P&L), Challenges (challenge fees, upfront and subscription), refunds (challenge cost refunds)

Reading the Tiles

  • Green tint — positive month

  • Red tint — negative month

  • Neutral — no activity recorded

The color wash lets you read a whole year in seconds: a run of green is consistent profitability, scattered red flags the months to investigate.

Expandable Breakdown

Each tile expands to show what drove that month's result:

  • Prop Profit — payouts

  • Private Accounts Profit — realized private trading P&L

  • Expenses — general business expenses

  • Challenge Costs — evaluation fees

This is where you find why a month was red — a heavy challenge-buying month, a thin payout month, or a private-trading drawdown.

Using It

  • Spot seasonality — do certain months consistently underperform?

  • Connect costs to outcomes — expand a red month to see whether it was investment (challenges) or a genuine shortfall.

  • Compare to payouts — a green month built only on private P&L with no payouts is worth noting; check the Sustainability Meter.

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