Analytics¶

Advanced performance analysis and insights for your trading activity.

Overview¶

The Analytics page provides deep insights into your trading patterns, helping you identify strengths, weaknesses, and opportunities for improvement.

Performance Analysis¶

By Hold Time¶

Analyze performance across different hold durations:

< 1 minute: Scalping trades
1-15 minutes: Quick day trades
15-60 minutes: Standard day trades
1-4 hours: Extended day trades
4-24 hours: Overnight positions
1-7 days: Short-term swings
1-4 weeks: Medium-term swings
1+ months: Long-term positions

Metrics for Each Period: - Total trades - Win rate - Average P&L - Total profit/loss - Best/worst trade

By Day of Week¶

Identify your most profitable trading days:

Monday through Friday analysis
Win rate per day
Average P&L per day
Trade volume per day
Best performing day highlighted

Use Cases: - Avoid low-performing days - Focus on high-win-rate days - Identify weekly patterns - Optimize trading schedule

By Time of Day¶

Trading performance by hour:

Market open performance
Mid-day patterns
Power hour (last hour)
After-hours trading
Heatmap visualization

By Price Range¶

Performance across different price points:

Micro (< $5): Penny stocks
Small ($5-$20): Low-priced stocks
Mid ($20-$100): Mid-range stocks
Large ($100-$500): High-priced stocks
Mega ($500+): Premium stocks

Analysis: - Win rate by price range - Optimal price points - Risk patterns - Commission impact

By Volume¶

Trading patterns by volume levels:

Low volume (< 1M)
Medium volume (1M-10M)
High volume (10M-50M)
Very high volume (> 50M)

Insights: - Liquidity preferences - Slippage analysis - Best volume ranges - Risk assessment

Sector Analysis¶

Industry Performance¶

Break down performance by sector:

Technology
Financial
Healthcare
Consumer
Energy
Industrial
Materials
Real Estate
Utilities
Communication

Metrics per Sector: - Total trades - Win rate - Total P&L - Average trade - Sector exposure

Features: - Automatic sector detection via Finnhub - Visual sector allocation - Performance heatmap - Sector rotation insights

Requirements

Requires FINNHUB_API_KEY for automatic sector classification

Top Performing Sectors¶

Ranked list of best sectors:

Highest total P&L
Best win rate
Most consistent
Highest average trade

Sector Diversification¶

Monitor portfolio diversification:

Sector concentration risk
Balanced allocation
Over/under exposed sectors
Diversification score

Symbol Analysis¶

Top Symbols¶

Your most traded symbols:

Total trades per symbol
Win rate per symbol
Total P&L per symbol
Average trade size
Hold time patterns

Symbol Profitability¶

Ranked performance:

Top Winners: Most profitable symbols
Top Losers: Worst performing symbols
Most Consistent: Stable performers
Most Volatile: High variance symbols

Symbol-Specific Metrics¶

Deep dive for any symbol:

Entry/exit price patterns
Best entry times
Optimal hold duration
Win rate trends over time
Commission impact

AI-Powered Recommendations¶

Personalized Insights¶

Get AI-generated recommendations based on:

Trading profile and preferences
Historical performance
Sector analysis
Pattern recognition
Risk tolerance

Recommendation Types: - Strategy improvements - Risk management tips - Optimal entry/exit times - Sector focus suggestions - Performance enhancement

Trading Psychology Analysis¶

AI identifies behavioral patterns:

Revenge Trading: Trading after losses
Overconfidence: Increasing size after wins
Emotional Trading: Inconsistent patterns
Risk Management: Position sizing issues

Alerts: - Pattern detection notifications - Risk warnings - Behavioral insights - Improvement suggestions

Setup Requirements¶

Configure AI provider in Settings:

Anthropic Claude
OpenAI GPT
Google Gemini
Ollama (local)
Custom API

Advanced Charts¶

Cumulative P&L¶

Track profit/loss over time:

Daily cumulative P&L
Trend lines
Moving averages
Drawdown periods
Recovery phases

Win Rate Trends¶

Monitor consistency:

Win rate over time
Rolling averages
Trend analysis
Anomaly detection

Risk Metrics¶

Visualize risk patterns:

Max drawdown chart
Volatility over time
Risk-adjusted returns
Sharpe ratio trends

Performance Distribution¶

Statistical analysis:

P&L histogram
Normal distribution overlay
Outlier identification
Standard deviation bands

Comparison Tools¶

Period Comparison¶

Compare different time periods:

Month over month
Quarter over quarter
Year over year
Custom periods

Metrics Compared: - Total P&L change - Win rate change - Trade count change - Average trade change

Strategy Comparison¶

Compare different strategies:

Side-by-side performance
Risk-adjusted returns
Consistency metrics
Best strategy identification

Benchmark Comparison¶

Compare against benchmarks:

S&P 500 performance
Market indices
Custom benchmarks
Relative performance

Filters and Customization¶

Advanced Filters¶

Combine multiple filters:

Date ranges
Symbols
Strategies
Tags
Sides (long/short)
Instrument types
Sectors

Metric Preferences¶

Customize calculations:

Average vs. Median: Choose statistical method
Include Fees: With/without commissions
Time Zones: Local vs. market time
Currency: Display currency

Export Options¶

Export analytics data:

PDF reports
CSV data exports
Chart images
Custom reports

Best Practices¶

Regular Analysis¶

Establish routine:

Daily: Quick dashboard review
Weekly: Detailed performance analysis
Monthly: Deep dive with AI recommendations
Quarterly: Strategy review and adjustments

Focus Areas¶

For New Traders: - Win rate improvement - Risk management - Consistency building - Psychology awareness

For Experienced Traders: - Fine-tuning strategies - Sector optimization - Risk-adjusted returns - Advanced pattern recognition

Action Steps¶

After analysis:

Identify top 3 improvement areas
Set specific, measurable goals
Implement changes systematically
Track progress over time
Review and adjust regularly

Gamification & Achievements¶

Achievement System¶

Track milestones:

Profit targets
Win rate goals
Consistency achievements
Volume milestones

Progress Tracking: - XP-based system - Visual progress bars - Completion status - Reward notifications

Leaderboards¶

Compete with peers:

All-Time P&L: Total profit/loss
Monthly P&L: Current month ranking
Weekly P&L: Current week ranking
Best Trade: Highest single profit
Consistency: Most stable performance

Privacy: - Anonymous usernames - Optional participation - Real names never shown

Requirements

Enable with ENABLE_GAMIFICATION=true in backend .env

Troubleshooting¶

Sector Data Not Loading¶

Causes: - Finnhub API not configured - Rate limits exceeded - Symbols not recognized

Solutions: - Configure FINNHUB_API_KEY - Wait for rate limit reset - Verify symbol validity

AI Recommendations Not Working¶

Causes: - AI provider not configured - API key invalid - Insufficient trade data

Solutions: - Configure AI provider in Settings - Verify API key is correct - Import more trades for analysis

Charts Not Displaying¶

Causes: - No data for selected period - Filters too restrictive - Browser compatibility

Solutions: - Expand date range - Clear filters - Try different browser - Check browser console

Next Steps¶

Dashboard - Overview of performance
Trade Management - Edit trades
API Configuration - Enable advanced features