Phase 1A Trade Summary Dashboard

Overview — Portfolio KPIs

Top-line portfolio metrics from the canonical backtest. Source: output_v2/portfolio_summary.json + portfolio_metrics.json + improvements_summary.json.

Trade-level vs portfolio-level metrics

Per-trade aggregates differ from compounded portfolio returns once position sizing + heat caps apply. BUG-95 portfolio implementation makes both viewable.

1. Per-strategy ranking

All evaluated strategies with their core 9-criteria scores. PASS/FAIL pills reflect the overall thresholds per CLAUDE.md. Click headers to sort.

Winning strategies (declared)

2. Per-regime verdict heatmap

Per-(strategy × regime) PASS/FAIL/INSUFFICIENT_DATA verdict. Source: output_v2/strategy_regime_matrix.json.

Stratified summary

3. MAE / MFE distribution

Maximum Adverse / Favorable Excursion buckets — how often does a trade go against you before turning, and how much potential leave on the table.

MAE buckets

MFE buckets

4. Equity curve

Compounded portfolio equity (DEC-491 Parquet). Source: output_v2/equity_curve.parquet.

5. Walk-forward + improvements

Walk-forward windows + improvements_summary + rolling-Sharpe stability + bootstrap CI + stress metrics.

Improvements summary

Rolling Sharpe stability

Bootstrap CI

Stress metrics

6. Smart-money signal lift

Performance with / without smart-money signal present at entry. Source: output_v2/exit_by_smart_money_signal_present.csv + congressional_correlation.csv.

Smart-money present at entry

Congressional trade correlation

7. Sector breakdown

Per-sector trade outcomes + sector concentration over time.

Outcomes by sector

Sector concentration

8. Skipped trades

Candidates rejected by entry gates (liquidity / regime / circuit breaker / earnings / ticker-cooldown). First 5000 rows.

9. Circuit breaker log

Circuit-breaker activations during backtest + per-trade exit outcomes when active.

Activation log

Trade outcomes when CB active during hold

Exit method comparison

Cross-cutting exit-method analysis. Multi-dimensional cube + best-per-strategy + pairwise comparison.

Best exit per strategy

Exit comparison (17 methods × N strategies)

Multi-dim cube (sample)

Per-dimension exit breakdowns

Trade log (preview)

First 10,000 trades from output_v2/trade_log.parquet (DEC-491 Parquet schema). For full trade-level audit, download the parquet.

Raw payload (debug)

All payload keys + counts — use for cross-checking dashboard parsing.