trader.reporting package

Read-side reporting helpers over persisted data.

Nothing here writes to the database or talks to a broker — it only turns rows already in account_snapshots (etc.) into something printable. Kept separate from trader.persistence because that package is about storage, not presentation.

Subpackages

• trader.reporting.web package
  • Submodules
    • trader.reporting.web.app module
      • create_app()
    • trader.reporting.web.charts module
      • candlestick_figure()
      • cumulative_pl_by_strategy_figure()
      • equity_curve_figure()
      • pnl_by_strategy_figure()
      • pnl_by_symbol_figure()
      • pnl_heatmap_figure()
      • trade_distribution_figure()
    • trader.reporting.web.wiring module
      • build_app()

Submodules

• trader.reporting.concentration module
  • DEFAULT_CORRELATION_LOOKBACK_DAYS
  • UNKNOWN_SECTOR
  • PortfolioCorrelation
    • PortfolioCorrelation.pairwise
    • PortfolioCorrelation.average_pairwise
  • SectorCount
    • SectorCount.sector
    • SectorCount.count
    • SectorCount.pct_of_total
    • SectorCount.symbols
  • SectorExposure
    • SectorExposure.sector
    • SectorExposure.market_value
    • SectorExposure.pct_of_total
    • SectorExposure.symbols
  • SymbolCorrelation
    • SymbolCorrelation.symbol_a
    • SymbolCorrelation.symbol_b
    • SymbolCorrelation.correlation
  • compute_correlations()
  • sector_distribution_by_count()
  • sector_exposure()
• trader.reporting.equity_curve module
  • EquityCurveSummary
    • EquityCurveSummary.start
    • EquityCurveSummary.end
    • EquityCurveSummary.high
    • EquityCurveSummary.low
    • EquityCurveSummary.change
    • EquityCurveSummary.change_pct
    • EquityCurveSummary.count
  • EquityPoint
    • EquityPoint.captured_at
    • EquityPoint.equity
  • equity_curve_points()
  • format_report()
  • render_sparkline()
  • summarize()
• trader.reporting.returns module
  • MIN_HOLDING_DAYS_FOR_RATE
  • PERCENT_QUANTUM
  • avg_daily_return_pct()
  • cost_basis()
  • days_held()
  • position_return_pct()
  • return_pct()
• trader.reporting.window module
  • resolve_report_start()