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Algo Trade Analytics Docs

Quick Start - Backtest vs Alerts

⏱️ 5 minutes

This guide walks you through completing your first backtest vs alerts analysis from start to finish. By the end, you’ll have a comparison report showing exactly where your strategy’s backtest and real-time alerts diverge.

Prerequisites

Section titled “Prerequisites”

Before you begin, make sure you have:

  • A TradingView account with a strategy you want to analyze
  • The strategy’s List of Trades CSV export (we’ll show you how to get this)
  • One of the following alert data sources:
    • Webhook events already received in Algo Trade Analytics, OR
    • A CSV file containing your alert history

Step-by-Step Guide

Section titled “Step-by-Step Guide”
  1. Section titled “Navigate to Backtest vs Alerts”

    Open Algo Trade Analytics → Backtest vs Alerts from the main navigation.

    You’ll see a 4-step workflow with collapsible cards. The first card (Data Scope) is automatically expanded.

  2. Configure Data Scope

    Section titled “Configure Data Scope”

    In the Data Scope section:

    Set your date range:

    • Click the date picker and select a Start Date (e.g., 30 days ago)
    • Select an End Date (e.g., today)
    • Optionally adjust times if your strategy is time-sensitive

    Choose your alert data source:

    • Webhooks — Select this if you have webhook events in the system. Your alerts will load automatically for the selected date range.
    • CSV Import — Select this to manually upload or paste alert data.

    Once you’ve selected a date range and data source, a ✓ checkmark appears and the next step expands.

  3. Enter Strategy Properties

    Section titled “Enter Strategy Properties”

    In the Strategy Properties section:

    If using Webhooks:

    • Your strategies and symbols are auto-detected from webhook data
    • Select your Strategy from the dropdown
    • Select the Symbol (auto-fills for single-symbol strategies)

    If using CSV:

    • Enter a Strategy Name (e.g., “MA Crossover v2.1”)
    • Enter the Symbol (e.g., “TSLA” or “NASDAQ:AAPL”)

  4. Upload Backtesting Data

    Section titled “Upload Backtesting Data”

    In the Backtesting Results section, you need to upload your TradingView trade history:

    Export from TradingView:

    1. Open your strategy chart in TradingView
    2. Click the Strategy Tester tab at the bottom of the screen
    3. Navigate to the List of Trades tab
    4. Click the Export icon (download arrow) in the top-right of the table
    5. Save the CSV file to your computer

    Upload to Algo Trade Analytics:

    • Drag and drop the CSV file into the upload zone, OR
    • Click the upload zone to browse for the file

    The system validates the file and displays how many trades were loaded.

  5. Configure Analysis Settings

    Section titled “Configure Analysis Settings”

    In the Analysis Configuration section:

    Time Tolerance — How much time drift is acceptable between a backtest signal and an alert?

    • Default: 5 minutes
    • Scalping strategies: Try 1-2 minutes
    • Swing strategies: Try 15-30 minutes

    Price Tolerance — What percentage of price difference is acceptable?

    • Default: 2%
    • Lower for precise strategies, higher for volatile assets

  6. Run the Analysis

    Section titled “Run the Analysis”

    Once all four steps show ✓ checkmarks, you’ll see a green “Ready to Analyze” card.

    Click the Run Analysis button.

    The system will:

    • Match your backtest trades with alert signals
    • Calculate match rates and identify gaps
    • Generate insights about your strategy’s behavior

    This typically takes a few seconds.

  7. Review Your Results

    Section titled “Review Your Results”

    After analysis completes, scroll down to see:

    Analysis Summary — Key metrics at a glance:

    • Total backtest trades vs. total alerts
    • Match rate percentage
    • Missed alerts and false alerts counts

    Price Chart — Visual overlay showing:

    • Backtest signals (triangles)
    • Alert signals (circles)
    • Easy visual identification of mismatches

    Comparison Grid — Detailed row-by-row breakdown:

    • Each backtest trade paired with its matched alert
    • Time and price differences
    • Filter to “Show Only Problems” to focus on mismatches

    AI Insights (Basic & Pro plans) — Click “Analyze with AI” to get:

    • Pattern analysis of your mismatches
    • Specific recommendations for fixing issues
    • One-click path to the Pine Script Editor

What’s Next?

Section titled “What’s Next?”

Based on your results:

High Match Rate (95%+)

Your strategy logic is stable. Proceed to Alerts vs Fills to audit execution quality.

Medium Match Rate (80-95%)

Review the comparison grid for patterns. Check Analysis Configuration for tolerance tuning.

Save Your Analysis

Section titled “Save Your Analysis”

Don’t lose your work! Click Save Snapshot to:

  • Store the analysis for future reference
  • Load it back later for comparison
  • Use it as context in the Pine Script AI Editor
Section titled “Related Guides”