Trading Bot + Workflow

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Performance Overview Prompts

1. Core Dashboard Structure

Create a comprehensive trading performance dashboard with the following specifications:

Key Requirements:

- Optimized for options trading metrics
- Real-time P&L tracking capabilities
- Risk exposure visualization
- Performance timeline view
- Key statistics summary

Include these specific components:

1. Daily/Weekly/Monthly performance cards
2. Win/Loss ratio visualization
3. Profit factor calculation
4. Drawdown tracking
5. Rolling returns analysis

Ensure the layout:

- Uses Notion's native database relations
- Implements formula properties for calculations
- Features conditional formatting for metrics
- Maintains clean visual hierarchy
- Allows for quick metric scanning

2. Metric Calculations

Design a comprehensive metrics calculation system for the performance dashboard using Notion formulas:

Required Calculations:

1. Profit/Loss Metrics:

   - Daily P&L
   - Weekly rolling P&L
   - Monthly performance
   - YTD returns

2. Risk Metrics:

   - Current drawdown
   - Maximum drawdown
   - Sharpe ratio
   - Win rate calculation

3. Portfolio Metrics:

   - Active capital usage
   - Position size percentages
   - Portfolio heat map
   - Risk exposure levels

Ensure all formulas:

- Handle null values gracefully
- Update in real-time
- Use appropriate rounding
- Include error checking

Active Positions Tracker

1. Position Database Structure

Create an active positions tracking system with these specifications:

Required Fields:

1. Position Details:

   - Symbol/Ticker
   - Strategy type
   - Entry price/date
   - Position size
   - Current market value

2. Risk Management:

   - Stop loss levels
   - Target prices
   - Position Greeks
   - Risk/Reward ratio

3. Performance Tracking:

   - Unrealized P&L
   - Percentage return
   - Days in trade
   - Cost basis

Include:

- Automated calculations
- Risk alerts
- Position sizing rules
- Portfolio allocation tracking

2. Position Monitoring Views

Design a comprehensive position monitoring system with multiple views:

Required Views:

1. Main Overview:

   - Current positions summary
   - Risk exposure by strategy
   - Sector allocation
   - Greeks exposure

2. Risk Management:

   - Stop loss tracking
   - Position size monitoring
   - Correlation analysis
   - Hedge effectiveness

3. Performance Analysis:

   - Individual position returns
   - Strategy performance
   - Time-based analysis
   - Risk-adjusted returns

Implement:

- Custom sorting options
- Filtered views by strategy
- Risk level indicators
- Quick action buttons

Watchlist System

1. Watchlist Database

Create a dynamic watchlist system with the following components:

Required Elements:

1. Asset Information:

   - Symbol/Ticker
   - Asset class
   - Sector/Industry
   - Key statistics

2. Analysis Fields:

   - Technical setup
   - Fundamental factors
   - Volatility metrics
   - Trading volume

3. Action Items:

   - Entry conditions
   - Risk parameters
   - Position sizing
   - Strategy alignment

Include:

- Priority ranking system
- Entry trigger alerts
- Market condition notes
- Historical analysis

Key Metrics Dashboard

1. Metrics Overview

Design a comprehensive metrics dashboard focusing on:

Key Components:

1. Performance Metrics:

   - Win rate by strategy
   - Average return per trade
   - Profit factor
   - Maximum drawdown

2. Risk Metrics:

   - Portfolio beta
   - Position correlation
   - VaR calculations
   - Leverage ratios

3. Trading Activity:

   - Trade frequency
   - Average hold time
   - Strategy distribution
   - Time-based analysis

Implement:

- Visual representations
- Trend indicators
- Benchmark comparisons
- Custom time frames