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Charts & Heatmaps Overview

Charts & Heatmaps Overview

4 min read

Charts Overview

Here is our charts overview.

Cumulative Returns

  • Description: Tracks the overall growth of your portfolio over time.
  • Why it’s important: It helps visualise the long-term performance of your investments.
  • How to interpret: Upward trends show growth, while downward movements reflect periods of losses.
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Profit & Losses (P&L)

  • Description: Displays the profit or loss for trades in both ₹ and percentage terms.
  • Why it’s important: Helps monitor the financial outcomes of your trading activities.
  • How to interpret: Positive values indicate profits, and negative values show losses.
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EOY (End of Year) Returns

  • Description: Summarises the portfolio’s returns at the end of each year.
  • Why it’s important: Useful for tracking long-term progress and comparing different years.
  • How to interpret: A higher percentage signals a profitable year, while a negative figure indicates losses.
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Distribution of Monthly Returns

  • Description: This chart visualises how returns are distributed across months, highlighting the variability in performance each month.
  • Why it’s important: Allows you to detect patterns or consistent trends across the months.
  • How to interpret: A wider spread indicates more variability in monthly performance.
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Monthly Returns (%)

  • Description: Shows the percentage return for each month, highlighting which months were more successful.
  • Why it’s important: Helps track monthly performance in a detailed way, giving a quick view of high or low-performing months.
  • How to interpret: Higher bars indicate better-performing months, and lower bars suggest weaker months.
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Daily Returns

  • Description: Displays daily performance, providing insight into short-term portfolio fluctuations.
  • Why it’s important: Crucial for day traders or those monitoring short-term performance.
  • How to interpret: Positive values mean gains, and negative values indicate losses on a daily basis.
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Underwater Drawdown Plot

  • Description: Tracks how much your portfolio has declined from its peak value at any given time.
  • Why it’s important: Highlights the worst-case loss scenarios, helping you evaluate risk.
  • How to interpret: Steep drawdowns indicate large losses, while shallow drawdowns suggest minor pullbacks.
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Heatmaps Overview

Here is our heatmaps overview.

Gross ROI (Return on Investment)

  • Description: A heatmap representing the overall return on investment across different assets or time periods.
  • Why it’s important: Quickly identifies the most and least profitable investments.
  • How to interpret: Darker colors represent higher ROI, while lighter colors indicate lower or negative returns.
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Trading Volume

  • Description: Visualises the total amount of trades executed over a certain period.
  • Why it’s important: High volume often correlates with higher liquidity and interest in a market.
  • How to interpret: Darker areas indicate periods of higher trading volume.
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Total Trades

  • Description: Summarises the number of trades completed over time.
  • Why it’s important: Useful for analysing the frequency of trades to understand trading activity.
  • How to interpret: Higher-intensity colors represent periods with a high number of trades.
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AlgoBulls, 99 Wall Street, #2009 New York, NY 10005

AlgoBulls Technologies Private Limited, C-212/Mascots, 103/104, Orbit Plaza, New Prabhadevi Marg, Mumbai 400025

Trading in financial products involves significant risk and may not be suitable for all investors. The use of our services, including algorithmic trading strategies, Phoenix and Odyssey (Algo Marketplace), carries the risk of substantial losses, potentially exceeding your deposited funds. It is crucial to fully understand these risks before engaging in trading activities.

AlgoBulls (AlgoBulls Technologies Private Limited) does not guarantee the accuracy or completeness of any information provided on our platform, including third-party content. Such information should not be relied upon without thorough independent investigation by the investor. Investments in securities and equity-related instruments are subject to various market risks, which can be influenced by specific security factors, broader market conditions, and economic, political, and global developments.

Past performance of any strategy, model, or advice provided by AlgoBulls does not guarantee future results. Actual returns may vary significantly due to various factors, including but not limited to, impact costs, expenses, entry and exit timings, additional flows or redemptions, client-specific mandates, and unique portfolio construction characteristics. There is no assurance that the objectives of any strategy, model, or advice will be achieved.

AlgoBulls, its partners, officers, and employees do not guarantee any specific return on investments made based on the strategies or advice provided. The value of investments can fluctuate, influenced by market forces and conditions. AlgoBulls and its associates are not responsible for any losses or shortfalls arising from market conditions.

Investors are encouraged to thoroughly read and understand the terms and conditions outlined in the relevant advisory agreement before subscribing to any services. AlgoBulls and its associates/employees shall not be held liable for any risks or losses associated with the strategies, models, or advice provided. Trading in securities is subject to market risks, and AlgoBulls makes no representation or guarantee that the objectives of any model, strategy, or advice offered will be achieved in the future.

Risk Disclosure: Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardising ones’ financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Testimonial Disclosure: Testimonials appearing on this website may not be representative of other clients or customers and is not a guarantee of future performance or success.

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