Advanced Analytics
Basic & Pro Plans
The Advanced Analytics section provides detailed insights beyond basic metrics. These tools help you understand execution patterns, identify optimization opportunities, and track your analysis history.
Trade Timing Analysis
Section titled “Trade Timing Analysis”The Trade Timing Analysis card provides a detailed breakdown of latency patterns across your matched trades.
Latency Distribution Histogram
Section titled “Latency Distribution Histogram”Visual representation showing:
- X-axis: Latency ranges (e.g., 0-200ms, 200-500ms, 500ms-1s, 1s-2s, 2s+)
- Y-axis: Number of trades in each range
- Color coding: Green (good), Yellow (acceptable), Red (concerning)
What to Look For
Section titled “What to Look For”Healthy Pattern:
- Most trades clustered in the 0-500ms range
- Tight distribution (consistent execution)
- Minimal outliers
Concerning Patterns:
- Bimodal distribution — Two distinct peaks (systematic issue)
- Long tail — Many trades in high-latency ranges
- Wide spread — Inconsistent execution times
Interpreting the Histogram
Section titled “Interpreting the Histogram”| Pattern | Meaning | Action |
|---|---|---|
| Tight cluster | Consistent execution | Monitor periodically |
| Long tail | Occasional delays | Investigate outliers |
| Bimodal | Two distinct behaviors | Review infrastructure |
| Wide spread | Inconsistent execution | Optimize execution path |
Strategy Insights Card
Section titled “Strategy Insights Card”The Strategy Insights card provides an overall execution grade and actionable recommendations.
Execution Grade
Section titled “Execution Grade”Your execution receives a letter grade (A-F) based on:
| Metric | Weight | Excellent | Good | Acceptable | Poor |
|---|---|---|---|---|---|
| Match Rate | 40% | 98%+ | 95-98% | 90-95% | <90% |
| Latency | 30% | <200ms | 200-500ms | 500ms-2s | >2s |
| Slippage | 30% | <0.05% | 0.05-0.1% | 0.1-0.5% | >0.5% |
Grade Interpretation
Section titled “Grade Interpretation”| Grade | Meaning | Recommendation |
|---|---|---|
| A | Excellent execution | Maintain current setup |
| B | Good with minor issues | Monitor and optimize outliers |
| C | Acceptable but needs work | Address identified issues |
| D | Concerning performance | Significant optimization needed |
| F | Critical issues | Immediate action required |
Key Insights Displayed
Section titled “Key Insights Displayed”The card shows:
- Overall grade with color coding
- Top 3 issues identified from your data
- Recommendations for improvement
- Comparison to previous snapshots (if available)
Copy AI Prompt
Section titled “Copy AI Prompt”The card includes a “Copy AI Prompt” button that generates a detailed prompt you can use in the Pine Script AI Editor to:
- Get code optimization suggestions
- Identify strategy improvements
- Understand execution patterns
Portfolio History Chart
Section titled “Portfolio History Chart”The Portfolio History card displays your equity curve over the selected date range.
What It Shows
Section titled “What It Shows”- Equity progression — Account value over time
- Trade markers — Visual indicators for entry/exit points
- Performance trends — Upward (profitable) vs downward (losing) periods
Chart Features
Section titled “Chart Features”| Feature | Description |
|---|---|
| Time range | Matches your selected date range |
| Balance points | Start and end balances highlighted |
| Trade events | Markers show when trades occurred |
| Trend lines | Visual representation of performance direction |
Interpreting the Chart
Section titled “Interpreting the Chart”Healthy Pattern:
- Steady upward trend
- Consistent growth
- Few large drawdowns
Concerning Patterns:
- Declining trend — Losing money over time
- High volatility — Large swings in equity
- Flat periods — No growth despite trading
Use Cases
Section titled “Use Cases”- Performance tracking — See how your strategy performs over time
- Drawdown analysis — Identify periods of losses
- Trend identification — Spot improving or declining performance
- Comparison — Compare different time periods or snapshots
Activity Timeline
Section titled “Activity Timeline”The Activity Timeline card provides a chronological record of your analysis activities.
Timeline Events
Section titled “Timeline Events”The timeline shows:
| Event Type | Description |
|---|---|
| Snapshot saved | When you saved an analysis report |
| Snapshot loaded | When you restored a previous analysis |
| Comparison generated | When matching was performed |
| Data refreshed | When new data was loaded |
| Settings changed | When comparison settings were modified |
Timeline Features
Section titled “Timeline Features”- Chronological order — Most recent at top
- Event details — Timestamp, action, and context
- Visual indicators — Icons for different event types
- Filtering — Show/hide specific event types
Use Cases
Section titled “Use Cases”- Audit trail — Track what happened during your analysis
- Debugging — Understand sequence of events
- Reproducibility — See how a snapshot was created
- History — Review past analysis sessions
Layout Modes
Section titled “Layout Modes”The analysis page supports two layout modes:
Two-Column Layout (Default)
Section titled “Two-Column Layout (Default)”Best for: Comprehensive analysis with side-by-side comparison
Layout:
- Left column: Filters, settings, summary cards
- Right column: Portfolio history, trade summary
- Full width: Price chart, comparison grid, analytics
Advantages:
- See more information at once
- Better for large screens
- Efficient use of space
Single-Column Layout
Section titled “Single-Column Layout”Best for: Focused analysis, mobile viewing, step-by-step review
Layout:
- Stacked: All components in single column
- Sequential: Review one section at a time
- Focused: Less visual clutter
Advantages:
- Better for mobile devices
- Easier to focus on one metric
- Simpler navigation
Switching Layouts
Section titled “Switching Layouts”Toggle between layouts using the Layout Mode button in the header:
- Click to switch between single and two-column
- Setting is saved automatically
- Applies to current session
Data Management
Section titled “Data Management”Trade Selection & Removal
Section titled “Trade Selection & Removal”You can select and remove trades from your analysis to focus on specific subsets.
Selecting Trades
Section titled “Selecting Trades”- In Alpaca Fills grid: Check boxes next to trades
- In TradingView Alerts grid: Check boxes next to alerts
- Multiple selection: Select multiple rows at once
Removing Selected Trades
Section titled “Removing Selected Trades”- Select trades you want to exclude
- Click “Remove selected” button
- Trades are hidden from analysis (not deleted)
Resetting Removals
Section titled “Resetting Removals”- Click “Reset” button to restore all hidden trades
- All previously removed trades reappear
- Analysis recalculates with full dataset
Export Functionality
Section titled “Export Functionality”Export your complete analysis data for external analysis or record-keeping.
What’s Exported
Section titled “What’s Exported”The export includes:
- Metadata: Export timestamp, version, configuration
- Configuration: Symbol, date range, comparison settings
- Trade summaries: Alpaca and TradingView summaries
- Comparison data: All matched pairs with details
- Unmatched trades: Alerts and fills without matches
- Difference summaries: Latency and slippage breakdowns
- Portfolio data: Start/end balances, history
- Trade lists: Full trade data with removed trade IDs
Export Format
Section titled “Export Format”- JSON format — Structured data for programmatic analysis
- Complete dataset — All data used in the analysis
- Reproducible — Can be imported or analyzed externally
Use Cases
Section titled “Use Cases”- External analysis — Import into Excel, Python, or other tools
- Record keeping — Save analysis results for compliance
- Sharing — Share data with team or advisors
- Backup — Keep local copies of important analyses
Related Sections
Section titled “Related Sections”- Metrics & Analysis — Core metrics explained
- Visual Audit — Chart visualization
- AI Insights — AI-powered analysis
- Troubleshooting — Common issues