Trade Analysis GUI – User Manual

1. Introduction

The Trade Analysis GUI is a Python-based desktop application that allows traders to analyze their trade history stored in JSON format. It provides filtering options, summary statistics, visual charts, and reports (including PDF exports).

This guide covers installation, usage, and troubleshooting.

2. Installation & Setup

A. Running the Application

1. Locate the .exe file
   Executable (trade_analysis_gui.exe) is found in the folder.

2. Double-click the .exe file

   • The GUI will open automatically.

   • If Windows shows a warning, click “More Info” → “Run Anyway”.

3. Application Features

A. File Management

• Load a Trade History File

  1. Click “Browse” to select a JSON file.

  2. The app will load and process trade data.

  3. Click “Refresh” to reload data if needed.

• Export PDF Report

  1. Click “Export PDF” to generate a trading report.

  2. Choose a location to save the file.

  3. The report will include summary stats, trade details, and charts.

B. Filters & Analysis

• Date Range Filter

  • Select a quick date filter (Today, Yesterday, Last 7 Days, Last 30 Days).

  • Or choose a custom date range using the date picker.

• Instrument Filter

  • Choose a specific stock/symbol to analyze.

• Direction Filter

  • Filter by BUY or SELL trades.

• Trade Mode

  • View LIVE or PAPER trades.

• Apply Filters

  • Click “Apply Filters” to update the displayed trades.

C. Data Visualizations

• Cumulative P&L Chart

  • Shows total profit/loss over time.

• P&L Distribution

  • Displays how often different profit/loss values occur.

• Time Analysis Chart

  • Shows profit/loss by hour of the day.

D. Summary Statistics

The Summary Tab provides:

• Total Trades

• Win Rate

• Total Profit/Loss

• Average P&L per Trade

• Largest Winning/Losing Trades

• Risk-Reward Ratio

• Profit Factor

E. Auto Refresh

• Enable “Auto Refresh” to automatically reload data at regular intervals.

4. Troubleshooting

Q1: The application does not open

• Ensure all required dependencies are installed.

• Run the .exe from CMD (Command Prompt) to check for errors.

Q2: No data appears after loading a file

• Ensure the JSON file is correctly formatted.

• Check if the JSON contains necessary fields (timestamp, instrument, pnl, etc.).

Q3: Filters are not working

• Make sure the selected filters match available data.

• Reset filters and try again.

Q4: PDF Export Fails

• Ensure you have write permission in the selected save location.

• Try saving in a different folder.

5. Contact Support

For further assistance, contact:
📞 +91 8553029884
🌐 www.excelalgotrader.in