Bot Advisor

Controlling Elements & Interaction Options

• Search Bar ("Search bots..."): A real-time text input box that filters the checkbox list down instantly. Users can type specific keywords or strategy prefixes (e.g., typing "cyber" or "link") to locate a bot without scrolling through the full database.

• Multi-Column Selection Checkboxes: A comprehensive grid listing every available bot deployed within the QuantiX ecosystem, complete with its rank number and canonical name.

• "Reset to Default" Button: Instantly clears all custom user selections and restores the dashboard's default baseline bot profile overlay.

Core Visual Elements

• The Four Axes: The chart evaluates bots across four foundational dimensions:

  • Avg Monthly Return (%) [Top Axis]: Measures nominal baseline profitability. Higher is better.

  • Sharpe Ratio [Right Axis]: Measures risk-adjusted return efficiency. Higher is better.

  • Max Recovery Days [Bottom Axis]: Tracks the duration it takes for a bot to recover from its worst equity drop. Further outward means a longer, more painful recovery time.

  • Exp. Drawdown (%) [Left Axis]: Represents the expected peak-to-trough capital loss. Further outward means deeper capital drawdowns and higher downside risk.

• Multi-Bot Overlay: Distinct, semi-transparent color polygons map individual bots.

💡 How to Interpret It

• The "Top-Right" Lean (Aggressive / Efficient): A bot that stretches far toward the top and right axes, but stays pulled tightly inward on the bottom and left axes, is highly desirable. It means the bot delivers high returns and high efficiency with minimal risk exposure.

• The "Bottom-Left" Expansion (High Danger): If a bot's shape balloons heavily toward the left (Exp. Drawdown) and bottom (Max Recovery Days), it represents a highly volatile or struggling strategy. Even if it reaches high on the return axis, an expanded bottom-left profile warns you that the bot takes massive, prolonged losses to achieve those gains.

Core Visual Elements

• X-Axis: Lists the specific names of selected trading bots.

• Y-Axis: Displays the percentage return scale.

• Blue Bars (Live Avg. Monthly Return): Represents the actual, realized average monthly percentage return generated by the bot in the live environment.

• Pink Bars (Backtest Avg. Monthly Return): Represents the simulated, historical average monthly percentage return achieved during the bot's backtesting optimization phase.

💡 How to Interpret It

• Expectation vs. Reality: Comparing the heights of the blue and pink bars for any given bot reveals whether it is living up to its design parameters.

• Over-Optimization / Curve Fitting Warning: If a bot shows a massive pink bar (high backtest returns) but a tiny or negative blue bar (low/negative live returns)—as seen on the far-left asset—it heavily indicates an over-optimized backtest that is failing to adapt to live market regimes.

• Consistent Outperformance: Bots where the blue bar closely matches or exceeds the pink bar indicate robust algorithmic designs that translate successfully into live market environments.

Core Visual Elements

• X-Axis: Aligns with the same selected bots mapped across the dashboard for uniform tracking.

• Y-Axis: Represents the standard Sharpe Ratio numerical scale (typically ranging from 0 to 3+).

• Teal Bars (Live Sharpe Ratio): The realized risk-adjusted return efficiency score during live deployment.

• Yellow Bars (Backtest Sharpe Ratio): The simulated risk-adjusted return efficiency score achieved during historical backtesting.

💡 How to Interpret It

• Evaluating Volatility Efficiency: The Sharpe Ratio answers if a bot's returns are earned through smart positioning or excessive risk. A higher bar means higher returns per unit of volatility.

• The Variance Gap: If the Teal bar is significantly lower than the Yellow bar, the bot is experiencing higher volatility or lower returns in live environments than its backtest accounted for.

• If the Teal bar matches or nears the Yellow bar, the strategy is effectively managing risk and executing with stable, predictable volatility parameters.

Core Visual Elements

• X-Axis (Profit/Loss Ratio): Measures the size of the average winning trade divided by the size of the average losing trade.

  • A value of 1.00 means average wins equal average losses.

  • Moving to the right (1.50 to 1.90+) means the bot captures much larger wins than its losses.

• Y-Axis (Win Rate %): Measures the percentage of total trades completed in profit. This scale runs from 50% up to 85%+.

• Color-Coded Plot Points: Each individual dot represents a specific selected bot.

💡 How to Interpret It

This chart categorizes bots into distinct algorithmic trading archetypes:

• The "High-Precision Scalper" (Top Left): Bots sitting high on the Y-axis (75%–85% win rate) but lower on the X-axis (1.10–1.40 P/L ratio). These bots make money by being right most of the time, cutting trades quickly for small, frequent gains.

• The "Trend Follower" (Bottom Right / Middle Right): Bots with a lower win rate (50%–65%) but a high Profit/Loss Ratio (1.50–1.90+). These algorithms tolerate more frequent small losses because when they catch a market trend, their winning trades are massive, easily overriding previous small hits.

• The "Holy Grail" Quadrant (Top Right): Bots that maintain both a high win rate and a high Profit/Loss Ratio simultaneously. These represent highly optimized, dominant live strategies.

Core Visual Elements

• X-Axis (Time in Market %): Tracks the percentage of time the bot holds an active position.

  • A bot on the left side (0%–15%) spends most of its time in cash.

  • A bot on the far right side (30%–40%+) is heavily exposed, constantly keeping capital active in live market positions.

• Y-Axis (Monthly Return %): Displays the baseline monthly percentage return generated by the bot. Higher up means more absolute profit.

• Bubble Size (Trade Frequency): The physical diameter of each bubble corresponds directly to the total volume of trades executed by that bot.

  • Massive Bubbles: High-frequency strategies running hundreds trades.

  • Tiny Dots: Macro or swing strategies that take fewer, highly selective entries.

💡 How to Interpret It

• The Sniper Zone (Top Left / Small-to-Medium Bubble): Bots generating high monthly returns (5%–7%) while spending minimal time in the market (5%–15%). These strategies are highly capital-efficient; they safely park your funds in cash most of the time and strike only during key opportunities, heavily minimizing exposure to sudden market crashes.

• The High-Frequency Grind (Right Side / Massive Bubble): As seen by the large purple bubble on the far right, these bots are constantly exposed to the market and trade continuously. While they compound volume, you must monitor them to ensure their high trade counts aren't accumulating excessive execution fees or slippage that eats into net performance.

• The Inefficiency Warning (Bottom Right): Bots holding active positions for long durations (high market time) but flatlining near the bottom of the return axis. These strategies lock up your liquidity and expose your capital to systemic market risks without generating a high enough yield reward to justify it.

Core Visual Elements

• X-Axis (Bot Tracking Panel): Lists the individual trading bots selected from your main dashboard layout.

• Y-Axis (Percentage Change Scale): Tracks performance metrics running from sharp negative baselines (-60%) up through positive exponential spikes (+100%).

• Blue Bars (Return %): Represents the actual, realized live return percentage generated by the specific bot during its execution timeframe.

• Pink Bars (Market Change %): Represents the benchmark performance or structural percentage change of the underlying asset market over that exact same tracking window.

💡 How to Interpret It

In live trading regimes, look for how the blue bars interact with the pink bars to identify these scenarios:

• True Alpha / Market Decoupling (Blue Positive, Pink Negative): The blue bar stands upright in positive territory, while the corresponding pink market bar plunges deeply into negative territory. This proves the bot possesses powerful directional shorting mechanics, cash-hedging filters, or market-neutral strategies. The bot is actively making money while the broader market crashes.

• Exponential Outperformance (The Massive Blue Spike): A blue bar that dwarfs its benchmark market change by multiples. This highlights an algorithm maximizing momentum, trend capturing, or leverage structures effectively.

• The "Beta Rider" or Ineffective Strategy (Both Negative or Weak Outperformance): The bot's blue bar drops into negative territory alongside a falling pink bar, or barely outperforms a crashing benchmark. This indicates a bot that lacks effective downside protection or defensive switching protocols.

Controlling Elements & Interaction Panel

At the top of the chart is an interactive control bar that allows users to adjust the granularity, timeframe, and data source of the visualization:

• Granularity Dropdown (e.g., "Weekly" / "Quarterly" / "Yearly"): Controls the data aggregation intervals plotted along the timeline. Switching to Weekly provides a detailed look at short-term volatility, while Quarterly or Yearly smooths out the noise to reveal macro performance trends.

• Date Range Pickers (Start Date / End Date): Allows users to define a custom tracking window. This is useful for isolating specific market cycles to see how well the bots performed during those distinct phases.

• Live / Backtest Toggle Switch: Changes the data set feeding the line graph between verified real-world forward-tested execution data (Live Mode) and simulated historical performance curves (Backtest Mode).

• "Apply" Button: Commits any changes made to the configuration toggles, instantly re-rendering the multi-line chart below.

Core Visual Elements

• Y-Axis (Cumulative Return %): Represents the total percentage return compounded from the bot's initial starting capital base.

• X-Axis (Time Timeline): Tracks continuous time intervals moving from left to right.

• Color-Coded Equity Lines: Each unique colored line maps the ongoing equity path of a specific bot. Lines that start later along the timeline reflect bots that were deployed or tracked at a more recent date than the baseline bots.

💡 How to Interpret It

• The Consistent Compounder (Smooth upward slope): A line that steadily moves from the bottom left to the top right with minimal jagged dips or flattening periods. This represents a highly stable, lower-volatility strategy with reliable risk management.

• The High-Volatility Outperformer (Massive spikes and deep V-shaped drops): A line that shoots up aggressively but is punctuated by sharp drop-offs and steep valleys. This highlights an aggressive trend-following or high-beta strategy. Users must be prepared to endure large equity swings (drawdowns) before new peaks are achieved.

• Structural Flatlining or Decay (Horizontal or downward slopes): A line that transitions into a long, flat horizontal stretch or a slow drift downward. This indicates a bot that has lost its edge or is unsuited for the current market regime.

Core Visual Elements

• X-Axis: Lists the unique names of the tracked trading bots.

• Y-Axis: Represents the average monthly return scale (running from negative values up through +10%).

• Purple Bars (Live): The real-world average monthly percentage return achieved in live trading.

• Orange Bars (Backtest): The idealized, historical average monthly return simulated during the bot's optimization phase.

💡 How to Interpret It

• Performance Baseline: It sets the baseline expectations for portfolio compounding.

• The Variance Gap: If the orange bar is exceptionally high but the purple bar drops significantly or dips into negative territory, it warns users that the bot is failing to recreate its historical success under current live market conditions.

Core Visual Elements

• Y-Axis (Calmar Ratio Scale): Measures the specific relationship between average return and maximum drawdown over a set period.

• Purple Bars (Live Calmar) & Orange Bars (Backtest Calmar): Map the shifting performance-to-downside efficiency across environments.

💡 How to Interpret It

• The Calculation:

• The Golden Standard: A higher Calmar ratio means a bot generates excellent returns while keeping its downside risks exceptionally well-contained.

• Live Outperformance: If a bot exhibits a highly negative backtest Calmar (orange bar going down), yet its live performance shows a massive positive jump (purple bar going up), this indicates that the algorithm’s live risk-adjusted efficiency is far stronger than its historical test profile predicted.

Core Visual Elements

• Y-Axis (Drawdown Scale): Runs downward into negative territory (from 0% down to -40%).

• Bars Extending Downward: The further a bar stretches down toward the bottom of the chart, the more capital risk the bot exposes you to.

💡 How to Interpret It

• Downside Boundaries: This chart tells you the exact financial pain threshold you must be willing to tolerate if you activate a bot.

• Live Capital Protection: When the purple bar (Live Drawdown) is significantly shallower than the orange bar (Backtest Drawdown), it shows that the live algorithm is successfully mitigating risks and protecting your capital better than its historic worst-case parameters.

Core Visual Elements

• Dropdown Selection (Top Right): Allows users to toggle the visual layout between four unique metrics:

  • Mean ICR: The average capital return across the deployment lifespan.

  • Median ICR: The midpoint of capital returns, eliminating outlying extreme trading days.

  • Best Period ICR: The highest peak performance window.

  • Worst Period ICR: The single worst-performing capital window.

• Y-Axis (ICR % Scale): Maps capital returns scaled directly to your principal.

💡 How to Interpret It

• Capital Efficiency: Use this chart to quickly audit raw capital utilization velocity. A strong positive cluster of bars shows that the bot isn't just winning trades, it is actively growing the total capital base effectively.

• Outlier Traps: Compare Mean ICR against Median ICR. If a bot boasts a massive Mean ICR but a flat or negative Median ICR, it means a few lucky, oversized wins are artificially masking a strategy that loses money on most normal trading days.