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ResourcesGuidePortfolio & Analytics
Chapter 62 min

Visualize your performance. Find your edge.

Charts, metrics, and breakdowns that turn raw data into actionable insights.

Portfolio Analyzer

Equity curve

Interactive line chart showing account value over time. Green if profitable, red otherwise.

P&L Distribution

Histogram with 6 buckets from <-5% to >+5%. A healthy distribution skews slightly right.

Day of week heatmap

7x4 grid showing P&L by day. Color-coded (red=loss, green=profit).

Backtest mode

Filter by Direction, Asset, Strategy, Min R:R, Max Loss. Side-by-side: original vs filtered stats.