🧠 How to Generate Flexible Performance Reports in NinjaTrader 8 (and Analyze Them with Excel or Google Sheets)
Performance analysis is key to optimizing your trading strategies. In this guide, we’ll show you how to generate a complete report directly from NinjaTrader 8, export it in seconds, and turn it into a visual report using Excel or Google Sheets.
This approach is ideal for reviewing each strategy separately and making better, data-driven trading decisions.
📊 Step 1: Generate the Trade Performance Report in NinjaTrader
NinjaTrader offers a built-in Trade Performance feature that lets you review your trades over a specific period. You can filter results by:
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Account
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Instrument (e.g., Nasdaq or S&P 500)
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Strategy or ATM template
This gives you a quick overview of your total performance and lets you isolate results for each setup you’re running.
💡 Pro tip: If each setup runs under a different account name, you can easily compare their performance using the “Account” filter.
📁 Step 2: Export Your Trades as a CSV File
Once the report is generated, simply right-click on the table and select Export. This creates a .CSV file you can save and transfer to your local machine.
📥 Step 3: Import and Analyze with Excel or Google Sheets
Open a blank spreadsheet and upload the CSV file. You’ll see all trades listed with key fields like entry time, account, instrument, and profit/loss.
At this point, you can build a pivot table to organize and explore your data however you want.
Some useful breakdowns include:
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Strategy performance by date
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Comparison by account or setup
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Net profit by instrument
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Number of trades per day/week
📈 Example: Comparing Setups by Date and Instrument
A pivot table allows you to build something like this:
| Date | Setup A | Setup B | Setup C |
|---|---|---|---|
| Monday | +$450 | -$120 | +$80 |
| Tuesday | +$210 | +$50 | -$40 |
| Wednesday | +$0 | +$340 | +$130 |
You can also filter by instrument, group trades by week or month, and even visualize results using charts.
Smarter Reports, Better Decisions
With this method, you can turn raw trade data into clear, customizable reports — helping you understand what’s working, what needs adjustment, and how to optimize your strategy mix.
🔍 Watch the full video where we walk you through each step:
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