Reporter

Turns your backtest and paper-trading records into readable performance summaries, in three modes: an overview of recent runs, a deep dive on one run, and a ranking of top strategies.

For research and education only. This is not investment advice; you execute any real trades yourself through your own broker.

When to use

You want a quick overview of your recent runs and their key metrics.
You want a full performance breakdown of one specific run.
You want strategies ranked by average performance to compare approaches.

What to provide

Your run records or trade history (with run IDs, strategy names, dates, and per-trade rows).
Which mode you want: overview, single-run detail, or top-strategy ranking.
Any filters: run type (backtest vs paper), a run ID, a strategy prefix, or a row limit.

How to work through it

Confirm the mode and any filters before compiling.
Overview mode: list recent runs with key metrics — total P&L, total and annualized return, Sharpe, and trade count.
Detail mode: for one run, add final capital, max drawdown, win rate, and winning/losing trade counts.
Top-strategy mode: group by strategy and rank by average annualized return, showing average Sharpe, return, win rate, drawdown, and P&L.
Compute all metrics only from the provided rows; note any run with missing data rather than filling gaps.

Presenting results

Present every result as one or more clear Markdown tables — one per section, each with a short heading (e.g. trades, per-parameter results, P&L, metrics).
Keep prose minimal; put the substance in the tables.
Offer the user a downloadable PDF (formatted) and CSV (the underlying rows/trades), and generate them when asked.
Never invent figures or fills. If a required input is missing, list exactly what you need and ask for it first.