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Trading P&L Explorer
Choose a source table + grouping, then load top contributors.
FOI Monthly P&L + Interest Income
Monthly aggregation from facts_overrides_interest.
Profit Line (single series)
Simple daily P&L line for one asset (issuer/strategy/assetclass) or the whole portfolio.
Interpretation
Use the explorer for top contributors and the line view to sanity-check drift, regime changes, and days with unusual profit/loss behavior.
Risk Dashboard
Charts from metrics.ipynb, rebuilt to source from Postgres (public.portfolio_risk_daily).
Cumulative Growth of $1
Daily Returns: Histogram + Normal Fit
Normal Q–Q Plot
Annual returns (compounded from daily)
Average Daily PL by Margin Bucket
Portfolio Risk Daily: Returns
Source: risk.portfolio_risk_daily
Portfolio Risk Daily: Volatility
vol_21 / vol_63 / vol_252
Portfolio Risk Daily: Sharpe / Sortino
sharpe_63 / sharpe_252 and sortino_63 / sortino_252
Portfolio Risk Daily: Beta / Drawdown
beta_63 / beta_252 and mdd_252