Portfolio
Strategies
VIX Analysis
Strategy Detail
Trade Log
Optimizer
AI Analysis
Portfolio Equity Curve
Monthly Performance
| Month | P/L ($) | % / Margin | Trades | Win% |
|---|
Annual Performance
Close Reasons
Avg P/L by Day of Week
Avg P/L by Month of Year
Margin Analytics
Daily Margin Over Time
Average & Max Margin by Day of Week
Concurrent Active Strategies — Distribution
Average Active Strategies by Day of Week
Daily Margin Distribution
Selected Portfolio — 0 strategies
Strategy Comparison
| Strategy | Size | Trades | Total P/L | Win% | Avg Win | Avg Loss | PF | Sharpe* | Max DD | ROMargin% |
|---|
Equity Curve by Strategy
Win Rate by Strategy
Total P/L by Strategy
Return on Margin by Strategy
Strategy Correlation Matrix
Most Correlated Pairs (concentration risk)
Most Decorrelated Pairs (optimal diversification)
Performance by VIX Regime (at trade entry)
Avg P/L by VIX Regime — Portfolio
Win Rate by VIX Regime — Portfolio
VIX Heatmap — Avg P/L by Strategy × Regime
Trade Entry Distribution by VIX Level
Strategy Equity Curve
Statistics
P/L Distribution
Performance by VIX
Avg P/L by Day
Avg P/L per Month
Close Reasons
| Entry Date | Exit Date | Strategy | P/L | P/L% | Margin | VIX In | VIX Out | Close |
|---|
Rolling Window Portfolio Optimizer
Evaluates all combinations of strategies (with size multipliers) on the selected window,
then shows the full historical equity curve for each top portfolio —
out-of-sample validation at a glance.
WALK-FORWARD BACKTEST
Simulates a rolling optimization: trains on Train months, trades the best portfolio for Test days,
then repeats. Test ≥ 28 days uses monthly periods; < 28 days switches to weekly resolution. Uses the selected fitness function above.
Min Fitness > 0: if the best train score is below this threshold, the test period is skipped (no trades).
AI Provider
Not set
The key is used only for direct calls from your browser to the Anthropic API — never sent to any server.
Get your key at console.anthropic.com.
Stored in memory for this session only. Not needed when using claude.ai.
Analysis Type