Strategy Analysis

Understanding which strategies work best helps you allocate capital effectively and focus on your most profitable approaches.

Accessing Strategy Analysis

1. Go to Dashboard > Analytics
2. Click Strategies tab
3. Or filter main analytics by strategy

Strategy Comparison Table

Key Metrics

Compare strategies side-by-side:

Example Comparison

Individual Strategy Analysis

Deep Dive View

Click any strategy for details:

• Full equity curve
• Trade distribution
• Time analysis
• Symbol breakdown

Equity Curve per Strategy

See each strategy's performance:

• Identify consistent performers
• Spot strategies in drawdown
• Compare curve smoothness

Best/Worst Trades

For each strategy:

• Top 5 winners
• Top 5 losers
• What made them different?

Performance Metrics

Win Rate Analysis

Understanding strategy win rates:

Profit Factor Insights

What profit factor tells you:

R-Multiple by Strategy

Compare in risk units:

• Average R captured
• Distribution of outcomes
• Best R achievement

Time-Based Strategy Analysis

By Time of Day

Which strategies work when:

By Day of Week

Day patterns per strategy:

• Some strategies work better on specific days
• Identify optimal trading schedule
• Avoid weak day/strategy combinations

By Market Condition

Strategy performance in:

• Trending markets
• Range-bound markets
• High volatility
• Low volatility

Correlation Analysis

Strategy Correlation

See how strategies relate:

Diversification Benefit

Benefits of uncorrelated strategies:

• Smoother overall equity curve
• Reduced drawdown risk
• More consistent returns

Making Decisions

Strategy Allocation

Based on analysis, decide:

1. Top performers: Increase allocation
2. Underperformers: Reduce or pause
3. New strategies: Test with small size

When to Pause a Strategy

Consider pausing when:

• Profit factor < 1.0 for 30+ trades
• Extended drawdown (50+ trades)
• Win rate significantly below expected
• Market conditions changed

Strategy Improvement

Use data to improve:

1. Identify weak setups within strategy
2. Compare best vs worst trades
3. Refine entry/exit rules
4. Test modifications

Filtering Options

Filter by Period

Analyze different timeframes:

• Last 30 days
• Last quarter
• Year to date
• Custom range

Filter by Symbol

Strategy performance by symbol:

• Does strategy work better for certain symbols?
• Avoid poor symbol/strategy combinations
• Focus on winning combinations

Filter by Direction

Long vs short by strategy:

• Compare long performance
• Compare short performance
• Identify directional bias

Export and Reports

Strategy Report

Generate detailed reports:

• Performance summary
• All metrics
• Equity curve
• Trade list

Comparison Export

Export comparison data:

• CSV format
• Use in external analysis
• Share with mentors

Optimization Tips

Focus on Strengths

Based on analysis:

1. Trade more of what works
2. Avoid what doesn't
3. Double down on edges

Strategy Development

Use analysis for:

• A/B testing variations
• Identifying improvement areas
• Measuring changes

Continuous Improvement

Regular strategy reviews:

• Weekly: Quick check
• Monthly: Performance review
• Quarterly: Deep analysis

Common Mistakes

Avoid These Pitfalls

1. Abandoning too early: 30+ trades minimum
2. Over-optimization: Don't curve fit
3. Ignoring context: Market conditions matter
4. Cherry picking: Look at full picture

Next Steps

• Key Metrics Explained - Understand metrics
• Creating Strategies - Build strategies
• Trading Psychology - Mental game