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Open Performance and filter it

Journal (⌘4, Ctrl4 on Windows) → Performance. The filters are at the right of the tab strip.

  • Account: All accounts or one account.
  • Period: All time, Year to date, Past 12 months, Past 90 days, or Custom. Custom shows From date and To date boxes, which take dates like “Jan 1, 2026”. Until both are valid the tab asks you to “Select both From and To dates to load performance”. Days and months follow your time zone setting (Settings → General → Time zone).
  • Include commissions: counts fees in every figure. It starts on unless Settings → Trading → Commissions in P&L is Exclude; flipping it here affects this tab only.