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UI Workflow

Steps

  1. Load data in the Data Loader page.
  2. Create a strategy in the Strategy Editor.
  3. Run backtest in the Backtest Runner.
  4. Review results in Results Dashboard and Portfolio Analyzer.
  5. Deep-dive analytics in the Advanced Analytics page.

Advanced Analytics (New)

The 🔬 Advanced Analytics page provides:

Heatmaps

  • Monthly returns heatmap — calendar grid (month × year) colour-coded by return.
  • Correlation matrix — pairwise return correlations for multi-symbol backtests.
  • Drawdown heatmap — worst monthly drawdown in calendar form.

Rolling Statistics

  • Rolling Sharpe ratio with configurable window (30/60/90/252 days).
  • Annualised rolling volatility with percentile bands.
  • Rolling beta against a benchmark.
  • Rolling maximum drawdown (trailing window).

Compare Runs

Save multiple backtest results and compare them side-by-side with an equity-curve overlay and metrics table.

Parameter Sensitivity

Sweep two parameters across a grid and visualise the impact on return, Sharpe, drawdown, or win rate as a surface heatmap.

Export

  • Download equity curve and trades as CSV.
  • Download summary metrics as JSON.
  • Use browser print (Ctrl+P) for a quick PDF snapshot.

Dark Mode

Toggle 🌙 Dark Mode in the sidebar for a dark colour scheme.

Tips

  • Start with sample data to validate logic quickly.
  • Save configurations for reproducibility.
  • Export results for offline analysis.
  • Use the Compare Runs tab to evaluate strategies against each other.