dashboard-pnl-visualization

Generate trading dashboards with P&L breakdowns and R-multiple overlays.

Updated May 19, 2026

Search Tags:#visualization #pnl #trading dashboard #win-rate overlay #r-multiple #portfolio equity #profit tracker

Ready to run

npx skills add https://github.com/sarkcesscrewpay/trading-intelligence-system --skill dashboard-pnl-visualization-sarkcesscrewpay

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: dashboard-pnl-visualization
Source: https://github.com/sarkcesscrewpay/trading-intelligence-system/tree/main/skills/dashboard_pnl_visualization
Command: npx skills add https://github.com/sarkcesscrewpay/trading-intelligence-system --skill dashboard-pnl-visualization-sarkcesscrewpay

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Trading dashboards often show P&L without context, making it hard to understand realized vs unrealized performance, whether costs are being covered, and how win-rate affects daily interpretation.

Core Features & Use Cases

Realized vs Unreleased P&L Split: Separates realized P&L from unrealized/open P&L so daily dashboard numbers reflect what actually closed versus what is still fluctuating.
Win-Rate Overlays from Profit Tracker: Overlays win-rate and loss-streak context by loading the most recent profit_summary.json from the configured profit log directory.
R-Multiple Position Visualization: Computes and color-codes R-multiples for positions when stop prices are available, helping evaluate trade quality at a glance.
Configurable Dashboard Runtime: Uses a DashboardConfig JSON-driven settings model to adjust symbols, lookback, refresh cadence, cost assumptions, and risk limits.

Quick Start

Run the dashboard P&L visualization for your live logs by pointing the skill at your profit log directory and optional JSON config so it renders realized/unrealized P&L with win-rate overlays and R-multiples.

Frequently Asked Questions about dashboard-pnl-visualization

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I calculate realized vs unrealized P&L from broker equity for a trading dashboard?▼

To calculate realized vs unrealized P&L, the dashboard separates closed trade P&L from open position fluctuations using broker equity and open position P&L data. This split clarifies what actually closed versus what is still fluctuating, ensuring daily numbers reflect true performance.

How do I add a win-rate overlay to my trading dashboard using profit tracker logs?▼

Win-rate overlays are generated by loading the most recent profit_summary.json from your configured profit log directory. This context overlays win-rate and loss-streak data directly onto your P&L visualization, helping interpret daily performance quality.

Can I configure the dashboard refresh cadence and cost assumptions for portfolio equity tracking?▼

Yes, the dashboard runtime is configurable via a DashboardConfig JSON-driven settings model. This adjusts symbols, lookback periods, refresh cadence, cost assumptions, and risk limits to customize your portfolio equity tracking and P&L monitoring.

What broker portfolio history is needed to compute P&L breakdowns and cost coverage?▼

Broker portfolio history integration is required to compute P&L breakdowns, including realized vs unrealized P&L and cost coverage analysis. This history provides the equity baseline needed to calculate whether trading costs are being covered.

How does R-multiple computation work for open positions with stop prices?▼

R-multiple computation validates stop prices against current open positions to calculate risk-reward multiples. When stop prices are available, the dashboard color-codes these R-multiples so you can evaluate trade quality at a glance.