How to Consult with Daria?

Welcome to the tutorial on "How to Consult with Daria", your AI-powered Artificial Financial Expert. Daria is a sophisticated chatbot designed to assist users with comprehensive strategy analysis, performance evaluations, and optimization suggestions based on data from Sentrix and TradingView's Strategy Tester. This tutorial will guide you step-by-step on how to consult with Daria and gather the necessary CSV files from TradingView for an insightful strategy review.

1. Introduction to Daria

Daria is an AI-driven assistant integrated into the Sentrix platform, built to offer users real-time guidance, analysis, and optimization tips based on their trading data. Daria is powered by OpenAI's ChatGPT and serves as your go-to Artificial Financial Expert for evaluating strategy performance, identifying areas for improvement, and optimizing trading setups for better results.

By providing Daria with data from TradingView (via CSV exports), she can analyze the effectiveness of your trading strategy, including metrics like drawdown, max-run up, win/loss ratios, and more. She will also provide you with actionable advice to help you optimize your strategies for improved results.

2. Preparing for Your Consultation

Before consulting with Daria, make sure you have the following ready:

A TradingView account with your Sentrix strategy applied.
Access to TradingView's Strategy Tester feature.
The ability to export performance data, trade records, and strategy properties to CSV files.

Daria works best when provided with these CSV files, as they contain critical trading data that she can use for analysis. Here's how to gather those files:

3. Gathering CSV Files from TradingView's Strategy Tester

The Strategy Tester tool in TradingView allows you to backtest your strategies and view performance results. Here's how to gather the necessary CSV files for Daria:

Step 1: Access the Strategy Tester

Open TradingView and log in to your account.
On your chart, apply the Sentrix strategy (or any custom strategy).
At the bottom of the chart window, select the Strategy Tester tab.

Step 2: Review the Performance

In the Strategy Tester tab, you'll see several key performance metrics, including Net Profit, Max Drawdown, and more.
Click on the Performance Summary tab to get a comprehensive overview of the strategy's performance.

Step 3: Export the Performance Report

Click the three dots (menu) in the Performance Summary section and choose Export Data.
Select Export as CSV to download the Performance Summary CSV to your local machine.

Step 4: Export the List of Trades

In the Strategy Tester, switch to the List of Trades tab.
Click the three dots (menu) in the List of Trades section and choose Export Data.
Select Export as CSV to download the List of Trades CSV.

Step 5: Export the Strategy Properties

Go to the Settings icon (gear symbol) of your strategy on the chart.
In the settings window, you will see the Strategy Properties including important variables like Drawdown, Max Run-up, and other custom properties.
Click the three dots (menu) and select Export Data as CSV.

By now, you should have three important CSV files saved on your local machine:

Performance Summary CSV
List of Trades CSV
Strategy Properties CSV

4. Uploading Data to Daria

Once you have gathered all the necessary CSV files, you're ready to upload them to Daria for a detailed analysis.

Step 1: Open a Chat with Daria

On the Sentrix website, find the chat window for Daria.
Click the Chat button to initiate a conversation with Daria: Artificial Financial Expert.

Step 2: Provide Daria with the CSV Files

Once the chat window is open, begin by introducing your request:
- Example: "Hi Daria, I would like you to analyze my strategy performance. Here are the CSV files."
Upload the three CSV files (Performance Summary, List of Trades, Strategy Properties) directly into the chat.

5. Starting the Consultation

After you've uploaded your data, Daria will begin the analysis process. Here are a few examples of the types of requests you can make to Daria:

Example Prompts for Strategy Analysis:

"Daria, please evaluate the overall performance of my strategy and suggest improvements."
"Can you calculate the average drawdown per trade and suggest how to optimize it?"
"Analyze the win/loss ratio and provide recommendations on how to increase profitability."
"I need help with reducing my drawdown percentage while maintaining profits. Can you assist me?"
"Please review my max-run up data and advise on optimizing strategy variables."

Daria will analyze the provided data and return actionable insights, including:

Drawdown Analysis: Average drawdown per trade, winning trades, and losing trades.
Run-Up Analysis: Evaluation of max-run up per trade.
Suggestions for Optimization: Adjustments to your start date, strategy variables, and risk management settings.

6. Reviewing Daria's Insights

Once Daria has analyzed your data, she will provide insights that may include:

Adjustments to your drawdown settings to reduce risk.
Suggestions for optimizing your start date to improve profitability.
Evaluation of win/loss ratios and how to increase the number of winning trades.
Analysis of your max-run up to help you maximize profits.

You can continue asking follow-up questions to refine the strategy further. Examples of follow-up queries include:

"Daria, can you suggest a better start date for my strategy based on current market conditions?"
"How can I improve my drawdown while keeping the same level of risk?"

7. FAQs

Q: What kind of data does Daria need for an analysis?A: Daria requires three CSV files: Performance Summary, List of Trades, and Strategy Properties from TradingView's Strategy Tester.

Q: How does Daria help optimize my trading strategy?A: Daria analyzes performance data, including drawdown, max-run up, and trade outcomes, and provides actionable insights to improve strategy efficiency.

Q: Can I request specific advice from Daria regarding my strategy?A: Yes, you can ask Daria specific questions like adjusting drawdown, improving win rates, or optimizing variables such as start date and drawdowns.

Q: What happens if I don’t have access to TradingView?A: For the best analysis, it is recommended to gather your strategy data from TradingView. If you're not using TradingView, you may provide other performance data for review.

Conclusion

By following this tutorial, you now know how to consult with Daria and gather the necessary data from TradingView's Strategy Tester. Whether you're optimizing a Sentrix strategy or working with a custom setup, Daria will guide you through the analysis, provide insights, and suggest ways to enhance your trading performance. Daria: Artificial Financial Expert is here to support you every step of the way in mastering your trading strategies!

Feel free to start a conversation with Daria today and optimize your trading strategy for better results!