Trading Sheet Metrics Automation
Budget: $30 – $250 USD
I maintain a Google Sheet that logs three full years of trades; every entry, exit, R factor and P/L % is already in place. What I now need is a layer of performance analytics that recalculates dynamically while I filter the sheet by any date window I choose.
The first additions are a Sharpe ratio, period returns, and a live draw-down column that references the existing P/L % field. The draw-down must track the running equity peak and show the percentage decline from each new high—updating the moment fresh data is entered.
I also want the standard deviation of my R-factor distribution displayed the same way my P/L distribution is, and all of these statistics have to respond instantly when I set a custom date range via start/end cells or a simple picker.
Using native Google Sheets functions (QUERY, FILTER, ARRAYFORMULA, etc.) or a lightweight Apps Script is fine as long as everything remains in-sheet and transparent. Inline comments or brief documentation explaining the formulas or script blocks will be part of the hand-off.
Deliverables
• Updated Google Sheet (or copy) containing:
– Sharpe ratio calculation tied to date filter
– Return metrics for any selected period
– Live draw-down metric driven by running equity high
– Standard deviation of R factors, date-aware
• Clear cell or script comments for future auditing
Acceptance criteria
– All stats adjust correctly in real time when a different date range is applied
– Sharpe ratio and returns match manual spot checks
– Draw-down resets only when a new peak occurs
– No external add-ons or offline tools required
The first additions are a Sharpe ratio, period returns, and a live draw-down column that references the existing P/L % field. The draw-down must track the running equity peak and show the percentage decline from each new high—updating the moment fresh data is entered.
I also want the standard deviation of my R-factor distribution displayed the same way my P/L distribution is, and all of these statistics have to respond instantly when I set a custom date range via start/end cells or a simple picker.
Using native Google Sheets functions (QUERY, FILTER, ARRAYFORMULA, etc.) or a lightweight Apps Script is fine as long as everything remains in-sheet and transparent. Inline comments or brief documentation explaining the formulas or script blocks will be part of the hand-off.
Deliverables
• Updated Google Sheet (or copy) containing:
– Sharpe ratio calculation tied to date filter
– Return metrics for any selected period
– Live draw-down metric driven by running equity high
– Standard deviation of R factors, date-aware
• Clear cell or script comments for future auditing
Acceptance criteria
– All stats adjust correctly in real time when a different date range is applied
– Sharpe ratio and returns match manual spot checks
– Draw-down resets only when a new peak occurs
– No external add-ons or offline tools required
Related categories:
PHP
JavaScript
Excel
Google Analytics
Google Chrome
Data Visualization
Data Analysis
Google Sheets