Equities Dashboards
This page translates our equities process into numbers you can track. We baseline KPIs, monitor the levers that move P&L, and show rule-adherence so gains stick and drawdowns stay deliberate. Each section below describes what the chart should display and why it matters. Add your visual on the right after the copy—or below on mobile.
Performance & Risk
We track cumulative and risk-adjusted results against your chosen benchmark. Rolling metrics (Sharpe/Sortino), max drawdown, and underwater curves show whether returns are achieved with acceptable volatility. This is the primary “are we compounding?” view.
Position Sizing & De-Risk Rules (make gains sticky)
Size is the throttle. We display entry size vs. limit, add/trim bands, and profit-lock stages. Adherence to pre-declared rules reduces outlier days and keeps winners on while they work.
