Trade File Analysis
Upload a Schwab-style transaction CSV, reconstruct matched long and short trades, and save a detailed performance review.
Upload Transactions
The analyzer uses FIFO lot matching and handles Buy, Sell and Sell Short records. Other cash/account entries are reported but excluded from trading performance.
Trade QualityWin rate, payoff, expectancy, profit factor, streaks and largest wins/losses.
Risk & ConsistencyDaily P/L, realized drawdown, profitable-day rate, turnover efficiency and concentration.
BehaviorLong vs short, symbol attribution, holding duration, same-day activity and unmatched-position diagnostics.
Important: the sample transaction format contains dates but not execution timestamps or account equity. The report therefore does not invent time-of-day performance, Sharpe ratio, portfolio return, or return on capital.