# 🤖 Trading Performance Analyst (`easyapi/trading-performance-analyst`) Actor

Transform your trading performance data into actionable insights with AI! Get comprehensive analysis of your trading metrics, strategies, and risk management approach. Perfect for day traders, investors, and portfolio managers seeking data-driven recommendations to optimize their trading. 📊🚀

- **URL**: https://apify.com/easyapi/trading-performance-analyst.md
- **Developed by:** [EasyApi](https://apify.com/easyapi) (community)
- **Categories:** Agents, AI, Other
- **Stats:** 26 total users, 1 monthly users, 100.0% runs succeeded, 4 bookmarks
- **User rating**: No ratings yet

## Pricing

$3,990.00 / 1,000 per success results

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

Actors are web data automations that power AI and operations. They run on the Apify platform to scrape websites, process data, connect APIs, and automate workflows.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.

- **AI agents and MCP clients** — the [Apify MCP server](https://docs.apify.com/integrations/mcp.md) at `https://mcp.apify.com` (remote, streamable HTTP, OAuth on first use).
- **Agentic workflows and local Actor development** — [Agent Skills](https://apify.com/.well-known/agent-skills/index.json) with the [Apify CLI](https://docs.apify.com/cli/docs.md): `npm install -g apify-cli`, then `apify login`.
- **JavaScript/TypeScript projects** — the official [JS/TS client](https://docs.apify.com/api/client/js/docs.md): `npm install apify-client`.
- **Python projects** — the official [Python client](https://docs.apify.com/api/client/python/docs.md): `pip install apify-client`.
- **Any other language** — the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).

# README

## 🤖 Trading Performance Analyst

Transform your trading performance data into actionable insights with AI! This powerful analyst tool provides comprehensive evaluation of your trading metrics, strategies, and risk management approach, delivering professional recommendations to enhance your trading results.

Two versions for choice:
| **Pay Model**                                                                        | **Pricing**             |\
|--------------------------------------------------------------------------------------|-------------------------|
| [**Rental**](https://apify.com/easyapi/trading-performance-analyst-rental)     | $29.99/month(no limit)  |
| [**Pay-per-event**](https://apify.com/easyapi/trading-performance-analyst)     | $3.99/event             |

### ✨ Key Features

- 📊 Comprehensive performance metrics analysis (ROI, Sharpe ratio, drawdown)
- 📈 Trading strategy evaluation and optimization
- 🛡️ Risk management assessment
- 💡 Actionable recommendations for improvement
- 📑 Multi-format reports (PDF, HTML, Markdown)
- 🎯 Personalized insights based on trading style
- 📚 Educational resource recommendations
- 🔄 Continuous improvement suggestions

### 💪 Why Choose This Actor?

- **Data-Driven**: Get objective analysis based on your actual trading performance
- **Comprehensive**: Evaluate multiple aspects of your trading approach
- **Professional**: Receive expert-level insights and recommendations
- **Time-Saving**: Generate detailed reports in minutes
- **Multi-Format**: Access your analysis in three different formats
- **Actionable**: Get practical steps for improvement
- **Educational**: Learn from personalized recommendations

### 🎯 Perfect For

- 📈 Day Traders
- 💼 Portfolio Managers
- 🏦 Investment Professionals
- 📊 Financial Analysts
- 🎓 Trading Education Providers
- 💰 Retail Investors
- 🏢 Trading Firms

### 📈 Use Cases

1. **Performance Review**: Regular evaluation of trading strategies and results
2. **Strategy Optimization**: Identify areas for improvement in trading approach
3. **Risk Assessment**: Analyze and optimize risk management practices
4. **Educational Support**: Guide trading education and skill development
5. **Portfolio Analysis**: Evaluate overall trading portfolio performance

### 📝 Input Requirements

Provide your trading information:

- Trading performance data (metrics like ROI, Sharpe ratio)
- Typical trading strategies
- Risk management approach
- Educational background in trading

### 📊 Output

Receive comprehensive reports in three formats:

1. **HTML Report**: Web-friendly format with interactive elements
2. **PDF Report**: Professional document for sharing and printing
3. **Markdown Report**: Easy-to-edit format for further customization

#### Input Example

```json
{
    "tradingPerformanceData": "15% ROI, 1.2 Sharpe ratio, 25% maximum drawdown, 60/40 win/loss ratio",
    "typicalTradingStrategies": "Momentum trading, Swing trading, Use of technical analysis",
    "riskManagementApproach": "Utilizing stop-loss orders, Risking no more than 2% of account balance per trade",
    "educationalBackground": "Bachelor's degree in Finance, Certified Financial Technician (CFTe)"
}
```

#### Output Example

The results will be wrapped into a dataset which you can always find in the **Storage** tab. Here's an excerpt from the data you'd get if you apply the input parameters above:

```json
{
    "input": {
        "tradingPerformanceData": "15% ROI, 1.2 Sharpe ratio, 25% maximum drawdown, 60/40 win/loss ratio",
        "typicalTradingStrategies": "Momentum trading, Swing trading, Use of technical analysis",
        "riskManagementApproach": "Utilizing stop-loss orders, Risking no more than 2% of account balance per trade",
        "educationalBackground": "Bachelor's degree in Finance, Certified Financial Technician (CFTe)"
    },
    "htmlFile": "https://api.apify.com/v2/key-value-stores/null/records/trading-performance-analysis-2025-04-03-15-30-50.html",
    "pdfFile": "https://api.apify.com/v2/key-value-stores/null/records/trading-performance-analysis-2025-04-03-15-30-50.pdf",
    "markdownFile": "https://api.apify.com/v2/key-value-stores/null/records/trading-performance-analysis-2025-04-03-15-30-50.md"
}
```

##### Example Screenshots

![Example](https://i.imgur.com/Tf6S8Fy.png)

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# Actor input Schema

## `tradingPerformanceData` (type: `string`):

Your trading performance metrics including ROI, Sharpe ratio, drawdown, win/loss ratio

## `typicalTradingStrategies` (type: `string`):

Description of your typical trading strategies and approaches

## `riskManagementApproach` (type: `string`):

Your approach to managing trading risks

## `educationalBackground` (type: `string`):

Your educational background and certifications in trading

## Actor input object example

```json
{
  "tradingPerformanceData": "15% ROI, 1.2 Sharpe ratio, 25% maximum drawdown, 60/40 win/loss ratio",
  "typicalTradingStrategies": "Momentum trading, Swing trading, Use of technical analysis",
  "riskManagementApproach": "Utilizing stop-loss orders, Risking no more than 2% of account balance per trade",
  "educationalBackground": "Bachelor's degree in Finance, Certified Financial Technician (CFTe)"
}
```

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {};

// Run the Actor and wait for it to finish
const run = await client.actor("easyapi/trading-performance-analyst").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {}

# Run the Actor and wait for it to finish
run = client.actor("easyapi/trading-performance-analyst").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{}' |
apify call easyapi/trading-performance-analyst --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,easyapi/trading-performance-analyst"
        }
    }
}

```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/VLgJ1WKx7BthbDQx5/builds/1kDAjbd3l1obvz55W/openapi.json
