Analyze Strategy

Analyze the current strategy's backtest results and provide actionable improvement suggestions.

Instructions

Step 1: Find the Strategy

List available strategies:

ls ~/.tradery/strategies/

If user specified a strategy, use that. Otherwise, find the most recently modified:

ls -t ~/.tradery/strategies/*/summary.json | head -1

Step 2: Read Summary

Read the summary.json for quick overview:

~/.tradery/strategies/{strategyId}/summary.json

Key fields to examine:

• •metrics - Overall performance (winRate, sharpeRatio, maxDrawdownPercent, etc.)
• •analysis.byPhase - Performance breakdown by market phase
• •analysis.byHour - Performance by hour of day (UTC)
• •analysis.byDayOfWeek - Performance by day of week
• •analysis.suggestions - Pre-computed suggestions

Step 3: Analyze Trade Files

Browse trade filenames for patterns:

ls ~/.tradery/strategies/{strategyId}/trades/

Count outcomes:

ls ~/.tradery/strategies/{strategyId}/trades/ | grep -c "_WIN_"
ls ~/.tradery/strategies/{strategyId}/trades/ | grep -c "_LOSS_"
ls ~/.tradery/strategies/{strategyId}/trades/ | grep -c "_REJECTED"

Step 4: Sample Problem Trades

Read 3-5 of the biggest losses to understand failure modes:

ls ~/.tradery/strategies/{strategyId}/trades/*_LOSS_* | sort -t_ -k4 -r | head -5

Then read those specific trade files to understand:

• •What phases were active?
• •What was the MFE before the loss? (was it ever profitable?)
• •What was the exit reason?

Step 5: Read Strategy Config

Read the strategy to understand current settings:

~/.tradery/strategies/{strategyId}/strategy.json

Step 6: Provide Analysis

Structure your response as:

Performance Summary

• •Key metrics in plain English
• •Overall assessment (strong/weak/average)

What's Working

• •Phases/times with above-average performance
• •Good patterns identified

What Needs Improvement

• •Phases/times with below-average performance
• •Common failure patterns from losing trades

Specific Recommendations For each recommendation, provide:

1. •What to change (plain English)
2. •Why it should help (based on data)
3. •The exact JSON edit to make

Example:

Recommendation: Add "uptrend" as a required phase

Why: Trades during uptrend have 72% win rate vs 55% overall (based on 28 trades)

Edit strategy.json:
{
  "phaseSettings": {
    "requiredPhaseIds": ["uptrend"],  // Add this
    ...
  }
}

Output Format

Always end with a summary table:

And ask: "Would you like me to apply any of these changes?"

Notes

• •Focus on actionable changes, not general advice
• •Back every recommendation with data from the analysis
• •Consider phase filters, time filters, and exit adjustments
• •Don't suggest adding complexity unless data supports it
• •The app auto-reloads when strategy.json is edited