This dashboard visualizes equity curves, performance metrics, and portfolio statistics for multiple algorithms.
It's currently over 2,700 lines of code and capable of loading trade lists from TradeStation, calculating combined portfolio performance, and analyzing metrics like drawdown, win rate, and profits across different time periods.
How to download algorithm back test data from TradeStation:
- Refreshing charts in TradeStation to ensure data accuracy
- Loading individual algorithm charts and turning status off/on to update data
- Downloading trade lists as CSV files
- Importing updated CSVs into the dashboard
Labeled all algorithm entries with unique names (like Hawk, Lion, Shark) to easily identify which algorithm generated which trades in the trade lists.
Algorithm Performance Analysis
The dashboard enables detailed performance analysis:
- Current data shows the portfolio has been flat since August, after making about $300K in April-May
- Q3 2025 (July-Sept) showed modest gains of $37K with a $25K max drawdown
- Q2 2025 (April-June) was extremely profitable with $297K gains and 17% max drawdown
- Year-to-date performance shows 114.8% return with a 14.8% max drawdown
- The portfolio demonstrated resilience during a challenging period in Feb-Mar
Future Development Plans:
- Add a monthly P&L matrix feature (requested by a client)
- Several other features planned before public release
- Estimating 60 more hours of development work
- Plans to release the dashboard for free to their community
- Currently hitting context limits in Claude for code revisions