Analyze

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