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📈 Reporting

WATA includes a comprehensive reporting system that provides visual analytics and performance tracking for your trading activity.

Dashboard Overview​

The reporting dashboard is built on Observable Framework and provides:

  • Daily and cumulative profit tracking
  • Performance analysis by action type (long, short)
  • Win-rate and position duration metrics
  • Interactive data exploration

reporting_example.gif

Setting Up the Dashboard​

Requirements​

To use the reporting system, you need:

  • Node.js and npm installed
  • DuckDB CLI installed
  • Python 3.12+ (with required libraries in ./reporting/requirements.txt)
  • Ansible configured with proper inventory (same as deployment stage)

Dashboard Setup Steps​

  1. Run the Setup Script

    ./reporting/setup_dashboard.sh

    This script creates a new Observable Framework project in reporting/trading-dashboard.

  2. Sync Trading Data

    ./reporting/sync_reporting_data.sh

    This script synchronizes your trading data from the server to your local dashboard:

    • Fetches DuckDB data from your production server
    • Exports the database to Parquet format
    • Generates the necessary JSON files for visualization
    • Copies all data to the Observable Framework project

  3. Start the Dashboard Server

    ./reporting/start_report_server.sh

    This launches the development server on port 4321. Access the dashboard at: http://localhost:4321

Available Reports​

The dashboard provides several views to analyze your trading performance:

1. Performance Overview​

  • Daily profit/loss chart
  • Cumulative performance tracking
  • Monthly and weekly summaries

2. Trade Analysis​

  • Performance by trade type
  • Average trade duration
  • Win/loss ratio
  • Profit factor

3. Risk Metrics​

  • Maximum drawdown
  • Risk/reward ratio
  • Volatility measures

4. Time Analysis​

  • Performance by time of day
  • Day of week analysis
  • Trading frequency metrics

Customizing the Dashboard​

The Observable Framework makes it easy to customize the dashboard:

  • Edit files in reporting/trading-dashboard/src/pages/ to modify existing views
  • Add new pages for custom analyses
  • Adjust visualization parameters in the configuration files