Monthly PnL Calendar for Strategy Performance Tracking

Summary

This document describes a reporting tool that organizes realized strategy profit and loss by calendar month and year. It records cumulative net profit when trades have closed across month boundaries, derives monthly changes, and displays them in a table with year labels and annual totals. Color indicates whether reported values are positive, negative, or flat, while settings control visibility, table placement, and text size.

The source is paired with a simple close-versus-prior-high or low entry example, but its main contribution is the performance display rather than a trading method. The published configuration uses BTC/USDT futures and daily bars, without reporting results or validating the accuracy of the table. The explanatory text flags possible errors in date conversion and PnL logic, and notes that repeated table updates can affect performance. Monthly summaries are useful for inspection, but do not by themselves provide risk-adjusted returns or establish that a strategy is robust.

Key ideas

• The table groups changes in strategy net profit by month and summarizes values by year.
• Positive and negative results are distinguished with different colors.
• Display settings allow the table to be shown or hidden and adjusted in placement and size.
• The source includes a basic breakout-style example, but the monthly report is its central feature.
• The document gives no validation results and notes potential calculation and date-handling errors.

Tags

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.