| # Dashboard User Guide |
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| The Quantum Hybrid Portfolio Dashboard is a React application for portfolio optimization, backtesting, risk analysis, and scenario testing. |
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| ## Data Modes |
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| - **LIVE (API)** — Real market data from the backend. Select tickers, dates, and run optimization. |
| - **SIM (Simulation)** — Synthetic market data from regime parameters. Ideal for experimentation. |
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| ## Tabs |
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| ### Holdings |
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| - **Portfolio Holdings** — Optimized weights and sector allocation |
| - **Sector Breakdown** — Pie chart by GICS sector |
| - **Trade Blotter** — Dollar amounts and share counts for execution |
| - **Benchmark Weight Comparison** — QSW vs Equal Weight, Min Variance, Risk Parity, HRP |
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| ### Performance |
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| - **Backtest Panel** — Run historical backtest with tickers and dates |
| - **Drawdown Chart** — Drawdown from peak |
| - **Cumulative Performance** — Equity curve (backtest or simulated) |
| - **Strategy Comparison** — QSW vs benchmarks (bar chart and table) |
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| ### Risk |
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| - **Correlation Heatmap** — Pairwise correlation between assets |
| - **Efficient Frontier** — Risk-return frontier with current portfolio |
| - **Value at Risk** — Daily VaR and CVaR at 95% confidence |
| - **Sector Exposure** — Radar chart (portfolio vs equal-weight) |
| - **Stress Test Scenarios** — Impact under 2008 GFC, COVID Crash, 2022 Rate Shock, Flash Crash |
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| ### Analysis |
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| - **What-If Weight Adjuster** — Sliders to tweak weights; see impact on metrics |
| - **Regime Comparison** — Optimize under bull, bear, normal, volatile regimes |
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| ### Sensitivity |
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| - **Omega Sensitivity** — Sharpe vs omega |
| - **Max Weight / Evolution Time Sensitivity** — How constraints affect Sharpe |
| - **Correlation Matrix** — Holdings correlation |
| - **Omega Impact Breakdown** — Return, vol, positions at each omega |
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| **API mode:** "Run API Sensitivity Sweep" — Batch optimize across omega and max-weight. |
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| ### Scenarios |
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| - **Index & ETF Scenario Tester** — Define scenarios, run batch backtests, compare |
| - **Load** — Apply a scenario to the main dashboard |
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| ## Left Panel Controls |
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| - **Quantum Parameters:** Omega, Evolution Time |
| - **Market Regime:** Normal, Bull, Bear, Volatile |
| - **Evolution Method:** Continuous, Discrete, Decoherent, Adiabatic, Variational |
| - **Objective:** Max Sharpe, Min Variance, Risk Parity, HRP, Target Return |
| - **Constraints:** Max Weight, Max Turnover, Universe Size |
| - **Tickers & Dates:** Search/autocomplete, date range |
| - **Simulation:** Random seed, reset, portfolio status |
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| ## Metric Cards |
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| Sharpe Ratio, Expected Return, Volatility, Active Positions, Daily VaR. Toggle Optimization vs Backtest when backtest is available. |
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| ## Informational Bubbles |
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| Hover over info icons next to labels, sections, and cards for short explanations. |
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| ## Header Actions |
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| - **Theme toggle** — Dark/light |
| - **Export** — Download JSON (parameters, holdings, risk, backtest) |
| - **DataSource badge** — SIM or LIVE |
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| --- |
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| *Last updated: 2026-02* |
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