Stock trade performance analyst

Import trade logs and daily OHLCV data, then review chart-anchored execution performance in one screen.

This MVP validates the required trade contract, maps each trade to the first available daily bar on or after the requested execution date, computes realized P/L and return, and renders a trading-platform-style candlestick chart with buy and sell markers.

Explicit invalid-row surfacing
Daily candlesticks + volume
3+ month chart context by default

Trade CSV fields

ticker, purchase_time, quantity, sell_time

Required contract

OHLCV CSV fields

ticker, timestamp, open, high, low, close, volume

Upload fallback path

Execution price convention

First daily open on/after mapped date

Used for buy and sell

Summary outputs

P/L, return, hold time, win rate

Per trade and aggregate

Trade records

Upload or paste CSV with ticker, purchase_time, quantity, and sell_time.

CSV only

CSV template

Rows detected

0

Valid rows

0

Issues

0

Latest source: Nothing loaded yet
OHLCV history

Upload or paste daily OHLCV CSV. This is the fully usable market-data path when no provider is configured.

CSV only

CSV template

Rows detected

0

Valid rows

0

Issues

0

Latest source: Nothing loaded yet

Portfolio summary

Understand the result set within seconds

Load data to analyze
Total realized P/L

Average return

Win rate

Avg. holding period

Best trade

No analyzed trades yet

Upload both CSVs to populate this card.

Worst trade

No analyzed trades yet

Losses will surface here when present.

Readiness

Import health and analysis coverage

Trade CSV

Waiting for upload

Provide required trade fields to continue.

OHLCV CSV

Waiting for upload

Upload daily OHLCV history for tickers under review.

Analysis issues

Not evaluated

Missing ticker history or missing execution bars are surfaced explicitly here.

Execution prices are derived from the open of the first available daily bar on or after each mapped trade date, matching the documented convention used for P/L and return calculations.

Validation

Trade validation issues

No trade-validation issues yet.

Validation

OHLCV validation issues

No OHLCV validation issues yet.

Analysis blockers

Trade-to-market-data mapping issues

No trade-to-OHLCV mapping blockers detected.

Per-trade review

Inspect execution mapping and chart context trade by trade

Analyze data to unlock the trade review surface.

No analyzed trades yet

Load valid trade and OHLCV CSVs to render charts, execution markers, and summary metrics.