feat: redesign BacktestReport — unified HTML dashboard#420
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…dashboard - Replace old Plotly-based report with self-contained HTML dashboard - Jinja2 template with canvas-based charts, zero external dependencies - Separate CSS/JS/HTML template files for maintainability - Multi-strategy comparison: ranking table, equity curves, metric bars - Strategy selection filters equity curves and metric comparison charts - Pagination with Top 5/10/20/50/All for ranking table - Backtest window dropdown to view per-window metrics - Windows page with dedicated backtest window analysis table - System theme detection (prefers-color-scheme) with manual toggle - Overview KPIs: CAGR, Sharpe, Sortino, Calmar, Win Rate, Max DD - Fix _is_backtest() to match actual saved format - Fix tuple unpacking for all time-series data - Add example script and documentation - 23 unit tests for HTML report generation Closes #401
- Add recalculate_backtests() to recompute all per-run and summary metrics from raw portfolio snapshots and trades - Redesign compare page: Key Metrics, Trading Activity, Return Scenarios ranking tables (overview style) - Merge Monthly Returns + Monthly Return Distribution into single component with Returns/Growth x Rows/Heatmap toggles + year filter - Add trades_per_month/week metrics to BacktestMetrics and summary - Add Recovery Factor and Volatility to Key Metrics table - Update backtest-reports.md docs with recalculate_backtests API and updated dashboard feature descriptions - Add test_recalculate_backtests.py with idempotency and consistency tests - Wire recalculate_backtests into examples/open.py
- Restructure README around create → backtest → compare → deploy loop - Add detailed Backtest Report Dashboard section (overview + compare pages) - Shorten strategy example from ~200 lines to ~30 lines - Move sponsor section into header with styled layout - Clean up features table and remove emoji clutter - Fix test tuple order in test_backtest_report_html.py (value, date)
…improvements - Add parameters field to Backtest dataclass (save/open/merge) - Add set_parameters()/get_parameters() to TradingStrategy - Wire parameters through backtest service and report builder - Add Parameters Comparison table on compare page - Add Strategy Parameters card on per-strategy pages - Add Parameters tab in strategy selection modal with chip/range filters - Fix buildCompareParameters to use selectedForCompare - Auto-apply param filters on modal close - Dashboard: metrics fixes, README updates
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Redesign BacktestReport — Unified Single & Multi-Strategy HTML Dashboard
Closes #401
What changed
Replaced the old Plotly-based backtest report with a self-contained HTML dashboard that works for both single-strategy and multi-strategy backtests.
Key features
prefers-color-scheme), manual toggleBug fixes
_is_backtest()now checks foralgorithm_id.json+runs/directory (matches actual saved format)equity_curve,drawdown_series,rolling_sharpe_ratio,monthly_returns,yearly_returns)Files changed
app/reporting/backtest_report.pyapp/reporting/templates/dashboard.cssapp/reporting/templates/dashboard.jsapp/reporting/templates/dashboard_template.html.j2tests/app/reporting/test_backtest_report_html.pyexamples/open.pyREADME.mddocusaurus/docs/Getting Started/backtest-reports.mddocusaurus/docs/Getting Started/backtesting.mddocusaurus/sidebars.jsTesting
examples/open.pyconfirmed dashboard renders correctly