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Features

Walkthrough of each dashboard screen served by alpha-vis serve.

Browse

Strategy library with search. Includes the Symbol Atlas grouped by asset class, Saved Views (preset filters), and a groupable Strategy Ledger.

Browse view

Key actions:

  • Filter by symbol / timeframe / Sharpe tier
  • Save your favorite filter combinations as Saved Views
  • Open the global command palette with Cmd+K / Ctrl+K
  • Click a row to expand the slide panel, or jump to Detail

selectedId and compareIds are synchronized to URL query parameters, so a particular selection state can be shared via URL.

Detail

Multi-faceted view of a single strategy's backtest.

Detail view

Tabs:

Tab Contents
Backtest Equity / Drawdown / Underwater / trade list / benchmark metrics (alpha, beta, IR, correlation) / annual returns
IS / OOS In-Sample vs Out-of-Sample metric comparison
WFO Walk-Forward composite equity and per-window results
Optimize Grid optimization heatmaps and parameter-vs-metric scatter plots
Run History List of past backtest runs
Strategy Indicators, entry/exit rules, and risk management as structured tree

Compare

Side-by-side view of multiple strategies.

Compare view

Strategy correlation heatmap

  • Parallel metric cards (CAGR / Sharpe / Sortino / MaxDD / Profit Factor, etc.)
  • Overlaid equity curves
  • Pearson correlation heatmap (normalized to overlapping period)

Optimize

Visualize optimization results.

Optimize view

  • Scatter plot (parameter vs. metric) and a two-parameter × metric heatmap, switchable via tabs (pick the X/Y parameters and the target metric; cell color = mean metric value for that parameter combination, hover shows the parameter pair, mean, and trial count)
  • Walk-Forward Test composite equity curve
  • Per-window performance trajectory

Strategy structure

Visualize the structure of a strategy JSON.

Strategy view

  • Indicators and their parameters
  • Entry / exit conditions
  • Risk management (stop logic, position sizing)
  • Target symbols and timeframe

Live

Browse live / paper trading records and compare them against backtests. Accessible at /live, or via the "Live →" link in the Browse header.

  • Lists every entry with live records (both per-strategy and combine portfolios)
  • Per-strategy (trade-based): total trades, win rate, profit factor, max drawdown, and net PnL compared with the period-aligned backtest, with diffs
  • Combine portfolios (position-based): total return, CAGR, Sharpe ratio, max drawdown, and volatility with the live equity curve, compared against the backtest combine
  • The selected entry is synced to the URL query (?id=) for sharing

Live records imported into backtest_results.db via the AlphaForge CLI (alpha-forge live sync-eventslive import-events / live replay) appear automatically.

Ideas

Browse exploration ideas and their state.

Ideas view

  • Filter by status (pending / exploring / promoted / archived, etc.)
  • Filter by tag
  • Linked strategies tie ideas to their implementations

Cross-cutting features

Global search (Cmd+K)

Cmd+K (macOS) / Ctrl+K (Windows / Linux) opens a command palette from any screen, letting you jump by strategy name or screen name.

Theme toggle

Top-right toggle switches between dark and light. Preference is stored in browser localStorage.

Language toggle

Switch UI between Japanese and English — useful for screenshots or sharing with international teammates.

Export

  • CSV — download trade history / metric tables from any panel
  • PNG — save charts as static images
  • URL share — Browse / Compare selection state is synced to query string, so copying the URL shares the view