Backtesting Dashboard Template
Backtesting Dashboard Template
Stop Trading Strategies You Haven't Verified
The difference between gambling and trading is backtesting.
But most backtests are done in your head ("I think this works"). This spreadsheet forces you to prove it with data.
Feed It Your Trades. Get Your Strategy's Report Card.
š Executive Dashboard ā 12 live KPIs: Win rate, profit factor, Sharpe, Sortino, Calmar, expectancy, max drawdown, streaks, and more
š Equity Curve + Underwater Chart ā Visualize growth and drawdowns with embedded charts
š Trade Entry (50 Rows) ā Pre-loaded with 50 sample trades; dropdowns for direction & result
š Drawdown Analysis ā Peak-to-trough tracking, underwater equity visualization, recovery metrics
š Strategy Compare ā A/B test two strategies side-by-side with automated winner column
š² Monte Carlo Simulator ā 50-trial randomized simulation with probability distributions (P5, P50, P95)
š Monthly Returns Heatmap ā Calendar view with color-coded green/red cells by month and year
š¬ Deep Trade Analysis ā MAE/MFE scatter, R-multiple distribution, day-of-week patterns with chart
š° Position Sizing ā Kelly Criterion (full/half/quarter), risk-based sizing, scenario stress tests
āļø Settings Panel ā Configurable commissions, slippage, risk-free rate, and drawdown thresholds
š Strategy Health Score ā 5-metric pass/fail system evaluating edge, risk, sample size, consistency
What's Inside ā 13 Integrated Sheets
| Sheet | What It Does |
|---|---|
| Dashboard | Executive summary with 12 live metrics, health score, navigation |
| Trade Entry | 50-row trade log with auto P&L, data validation, 50 sample trades |
| Performance | 40+ metrics: Sharpe, Sortino, Calmar, Ulcer Index, skewness, kurtosis |
| Drawdown | Underwater equity chart, peak-to-trough analysis, recovery tracking |
| Strategy Compare | A/B test two strategies with 16 metrics and winner column |
| Monte Carlo | 50-trial simulation with probability summary (P5āP95) |
| Monthly Returns | Calendar heatmap by year, YTD returns, monthly averages |
| Trade Analysis | MAE/MFE analysis, day-of-week patterns, R-multiple distribution |
| Position Sizing | Kelly Criterion, risk-based sizing, scenario stress testing |
| Settings | Commissions, slippage, risk-free rate, and thresholds |
| How to Use | Complete step-by-step instructions and pro tips |
| Streaks | Auto-calculated win/loss streak tracker |
| Changelog | Version history and update notes |
The Numbers That Matter
Profit Factor = Gross Profit / Gross Loss. Above 1.5 = your strategy has an edge. Below 1.0 = you're losing money. This dashboard calculates it instantly ā so you never trade a strategy you can't verify.
Who It's For
- Discretionary traders who want to validate their setups before going live
- Algorithmic traders who need a quick sanity check on strategy parameters
- Trading educators who teach students the importance of backtesting
- Anyone tired of guessing whether their strategy actually works
Technical Details
- 13 integrated sheets with 100+ formulas (INDEX/MATCH, SUMIFS, array formulas, named ranges)
- 50 pre-loaded sample trades showing a realistic trend-following + mean-reversion strategy
- Data validation dropdowns for Direction (Long/Short) and Result (Win/Loss/Breakeven)
- Conditional formatting: green for wins, red for losses, yellow for moderate drawdowns
- 3 embedded charts: equity curve, underwater equity, day-of-week P&L
- Compatible with Excel, Google Sheets, LibreOffice Calc, and Apple Numbers
- XLSX format ā no macros, no special software, no plugins
š”ļø 30-Day Money Back Guarantee
Not useful? Full refund. No questions.
Recent Updates
- v2.0 (Apr 2026): Complete overhaul ā expanded from 4 sheets to 13 integrated sheets. Added: Monte Carlo simulator, Strategy Compare (A/B testing), Position Sizing (Kelly Criterion), Trade Analysis (MAE/MFE, R-multiples, day-of-week), Monthly Returns heatmap, Drawdown analysis with underwater chart, Strategy Health Score, Settings panel, 100+ new formulas, data validation, conditional formatting, embedded charts, and detailed instructions
- v1.0 (Jan 2025): Initial release ā basic backtesting template
Instant digital download ā¢ Works with Excel, Google Sheets & LibreOffice