Dashboard 构建

Lesson Overview

In "Trading Data Analysis" → "可视化与报表", this lesson "Dashboard 构建" builds knowledge you can apply immediately.

Dashboard要展示来源、更新时间与数据完整性，不能只有收益颜色。未知或过期数据须有明确状态，图表应能回溯明细。 选择净值/回撤/费用/交易数→标时区和版本→加更新/缺失状态→本地HTML导出→核明细。 本课作业：运行research_lab生成report.html，列它能展示和不能声称已接入的各两项。

Core Concepts

These points align with the video walkthrough—take notes as you watch.

• ▸Dashboard要展示来源、更新时间与数据完整性，不能只有收益颜色。未知或过期数据须有明确状态，图表应能回溯明细。
• ▸选择净值/回撤/费用/交易数→标时区和版本→加更新/缺失状态→本地HTML导出→核明细。
• ▸本课作业：运行research_lab生成report.html，列它能展示和不能声称已接入的各两项。

Practical Application

After studying, complete the companion practice lesson to move from understanding to doing.

• ▸Follow along in Jupyter or VS Code
• ▸Log how parameter changes affect backtest results
• ▸Submit a reproducible analysis notebook

FAQ

• ▸Q: How does this lesson fit the course? A: Part of "可视化与报表"—follow the curriculum order.
• ▸Q: What do I need? A: Demo account and notes; quant lessons need a Python environment.
• ▸Q: How do I know I've mastered it? A: Pass the quiz and explain three key points of Dashboard 构建 on your own.