Dashboard

The Backtest Dashboard provides a comprehensive analytical view of an uploaded backtest report. The interface is structured similarly to the live account dashboard, making it easy to navigate if you are already familiar with Trading Analytics.

The toolbar at the top provides quick actions: ← My Backtests to return to the list, ↓ PDF to export the full report, Monte Carlo to launch a simulation, Correlation to open the correlation matrix, Analysis Settings to apply filters, and Delete to remove the backtest.

The platform badge (MT4 / MT5), timeframe, and data quality indicator (e.g. 99% Quality) are shown below the strategy name.

Summary Cards

Seven key metrics are displayed at the top of the dashboard:

Total Net Profit — absolute profit over the full test period, with percentage return shown below.

# of Trades — total number of trades, broken down into wins and losses.

Win Rate — overall win percentage, with separate rates for Short and Long trades shown below.

Profit Factor — gross profit divided by gross loss, with the raw values shown below.

Max Drawdown — maximum drawdown in currency and as a percentage of balance.

Sharpe Ratio — risk-adjusted return metric, with AHPR shown below.

Recovery Factor — net profit divided by max drawdown, with Expectancy per trade shown below.

Balance Curve

The main chart plots the balance curve across the full backtest period. Key figures are shown above the chart: Starting Balance, Final Balance, Return percentage, Absolute Drawdown, and Maximum Drawdown. Toggle Show Drawdown to overlay the drawdown chart below the balance curve — displayed as red bars showing the depth of each drawdown period throughout the test.

The right-hand sidebar shows:

Profit Projection — Yearly Avg Profit, Yearly Avg % Return, and CAGR, calculated from the total test duration in days and months.

Drawdown breakdown — Balance DD Maximal, Balance DD Relative, Equity DD Maximal, and Balance DD Absolute, each shown with a visual bar indicating relative severity.

Win / Loss donut — a circular chart showing the ratio of winning to losing trades, with Avg Win and Avg Loss values.

Trades by Hour & Trades by Weekday

Two bar charts showing the distribution of trade results by time of day and by day of the week. Each bar is split into Profit (green) and Loss (red) components. These charts reveal whether the strategy has time-based patterns — for example, certain hours or weekdays that consistently outperform or underperform. Toggle between $ and % display modes.

Summary by Symbol

If the uploaded backtest covers multiple trading symbols, a Summary by Symbol table is displayed below the Trade List. It breaks down performance per instrument, showing for each symbol: total Trades, Win Rate, Net Profit, Gross Profit, Gross Loss, Profit Factor, Avg Win, and Avg Loss.

This view is particularly useful for multi-currency strategies — it immediately shows which instruments contribute most to overall profit and which are dragging performance, allowing you to make informed decisions about which symbols to include or exclude using Analysis Settings filters.

Monthly Performance

A calendar-style table showing net profit by month for each year of the backtest, with a yearly total in the last column. Each cell is colour-coded green or red. This view makes it easy to spot seasonal patterns, losing streaks, or consistency across years.

Trade List

The full list of all trades from the backtest, paginated and sortable. Three tabs allow filtering: All, Wins, and Losses. For each trade the following columns are available: trade number, type (BUY / SELL), symbol, open time, open price, close time, close price, size, commission, swap, P&L, % of deposit, pips, strategy label, and exit type (SL / TP or price). Use the Columns button to show or hide specific columns.

Monte Carlo Simulation

Clicking Monte Carlo in the toolbar opens the simulation panel directly within the backtest dashboard. The simulation runs against the full trade history of the backtest and works identically to the Monte Carlo tool for live accounts — same sampling methods (Bootstrap / Parametric), same parameters, same output: Equity Curve Fan, Final Balance Distribution, Max Drawdown Distribution, and Simulation Statistics. See the Monte Carlo section for a full description.

Correlation Matrix

Clicking Correlation opens the Correlation Matrix modal. It computes Pearson correlation coefficients between the internal strategies or symbols present in the backtest.

The correlation matrix is available in two cases: when the backtest is a multi-currency test covering several symbols simultaneously, or when a single backtest contains multiple strategies separated by trade comments — for example, when one EA runs several sub-strategies and tags each trade with a comment identifier.

Three configuration options are available:

Correlate By — choose whether to correlate by Symbol or by Strategy Comment.

Correlation Of — select what to measure:

• Profit / Loss — correlates daily (or weekly / monthly) P&L between symbols or strategies. Shows whether they tend to win and lose at the same time.
• Overlapping Trades — measures how often two symbols or strategies have trades open simultaneously. High overlap means they are exposed to the market at the same time, which can amplify drawdowns even if their P&L correlation is low.

Period — the time unit for aggregation: Hour or Day.

The matrix is colour-coded by correlation strength: green (< 0.4) indicates low correlation and good diversification, yellow (0.4–0.7) indicates moderate correlation, red (0.7–1.0) indicates high correlation and reduced diversification benefit, and blue indicates negative (inverse) correlation — the most favourable combination for risk reduction.

Values close to 0 or negative mean the strategies or symbols behave independently of each other. Values above 0.7 indicate they tend to move together and offer little diversification.