Analytics Walkthrough

Page layout overview

Analytics is divided into four main blocks: filters, Top Strategies table, the Trades panel, and supporting breakdown tables. Each reacts instantly as you adjust filters.

• Filters row: timeframe, minimum trades, pair & interval multi-selects, free-text search, and dataset toggle (V1/V2).
• Top Strategies: sortable list of candidates with score, PF, win rate, PnL, and trades. Click any row to open its trade history to the right.
• Trades panel: latest executions for the selected strategy plus quick metrics and an equity sparkline.
• Breakdown tables: interval, technical factors, and monthly timeline help you spot regimes and seasonality.

Filters & dataset toggle

1. Timeframe — Constrain trades to recent windows (30d, 3m, 6m, 12m) to see how strategies behave in current market conditions.
2. Min trades — Set a floor to avoid low-sample strategies. Start at 100+ for intraday systems.
3. Pairs & intervals — Hold Cmd/Ctrl to select multiple symbols or intervals. Focus on markets you actually trade.
4. Search — Matches name, pair, interval, and factor tags. Use to group similar strategies (e.g., “EMA”).
5. Dataset toggle — Switch between V1 (realised) and V2 (simulated). Differences highlight slippage or execution gaps.

Reading the Top Strategies table

• Score, PF avg, win % — Use together. A high score with low trades may still need validation; a high PF but low score could indicate instability.
• PnL sum & trades — Scale PnL by your capital. Trades column reveals whether the sample is large enough.
• First/Second — Factor tags summarise the playbook (e.g., “Trend / SuperTrend”). Combine different factor combos to diversify.
• View link — Opens the strategy detail page in a new tab with extended stats and change history.
• Sorting & heatmap — Click any header to sort. Cells auto-highlight to surface top performers.

Digging into trades

Selecting a strategy populates the Trades panel with its most recent executions.

• Columns show side, quantity, entry/exit prices, profit factor, PnL, status, and timestamps.
• Rolling metrics summarise the last 20 trades (PF, win rate, count) to spot momentum or decay.
• Equity sparkline plots cumulative PnL over the displayed trades. A flat or falling line warrants deeper analysis.
• Use the CSV download to export trades for journaling or bespoke metrics.

Breakdown tables

• By Interval — Shows which timeframes perform best. Combine with your trading hours to select practical candidates.
• By Technicals — Groups by factor tags so you can judge which playbooks are winning. Great for spotting fatigue or hot ideas.
• Timeline (Monthly) — Reveals seasonality. Watch for drawdown months and cross-check with market-wide events.

Common workflows

1. Screen for weekly reviews — Set timeframe to 6m, min trades 200, export Top Strategies CSV, and compare to last week's journal entries.
2. Compare V1 vs V2 — Use the same filters, switch sources, and note where simulated edge fails to appear in realised data. Flag for manual review.
3. Share candidates with teammates — Copy the filtered URL and include CSV exports plus your commentary in Slack/email.
4. Archive to your playbook — Store downloaded CSVs alongside risk notes so you can revert if performance shifts.

Troubleshooting

• No strategies returned? Relax filters, ensure you used commas (not semicolons) when pasting multiple pairs, and verify V1/V2 availability.
• Data looks stale? Check the timestamp under Trades. Refresh after 5 minutes; contact support if delays exceed 30 minutes.
• Missing strategy history? The strategy may be under review due to quality gates. See the detail page banner or contact support.
• CSV opens garbled? Ensure UTF-8 encoding in your spreadsheet tool or import via “Data → From Text”.