Formula & Rollup Columns on Your Axes

If you calculate your P/L, R-multiple etc with a Notion formula or rollup, you can use those columns on your charts, calendars and objectives.

What's New #

• Charts — formula and rollup columns now appear in the y-axis and value-column dropdowns, and can be used as the x-axis. Every P/L template (account balance, running P/L, drawdown…) works with a formula P/L.
• Calendars — pick a formula or rollup column as your Profit/Loss or R-Multiple column.
• Objectives — a new Value column picker lets you choose exactly which column drives progress, instead of relying on auto-detection. Existing objectives keep their current column and numbers.
• Relation columns — group and break down charts by a relation (e.g. a linked Strategy, Session or Pair database), and filter by it too.
• More column types as groupings and filters — status and created / last-edited time columns can now be used to group charts and as filter conditions.
• Clearer pickers — a column that can't be used as a number (e.g. a formula that returns text) now shows as a disabled option with the reason, instead of silently disappearing.

Notes #

• No plan requirement — formula and rollup columns behave exactly like plain number columns.
• A formula column needs at least one row with a value so we can tell what it returns; a brand-new or empty column shows with a "waiting for data" note until then.