q.plot Roadmap

Only open work is listed here. Completed items are removed.

Planned

Opinionated plotting helpers with sensible defaults for quant research.

• q.plot.plot(...) — enriched plot variant with stats and graphical extras:
  • Annotations of notable historical events (Covid, wars, etc.)
• Trades-format support across plots — accept a trade log alongside (or instead of) a return stream for enriched rendering:
  • Position/exposure timeline panel (when in market, long vs short; q.stats.trades_to_positions provides the series, needs a renderer)
  • Trade-aware tearsheet: trade log + trades_to_returns feeding q.plot.report with a trade_stats table
  • Trade markers on equity/returns charts — combine a trades log with its return stream (trades_to_returns) so long/short entry/exit labels annotate the equity curve itself (not just the price chart, which q.plot.trades already covers), visually tying each bend in the curve to the trade that caused it
  • Linked trade list view — an interactive table of all trades (entry/exit, direction, reason, return, duration) rendered alongside the trades chart; clicking a row “selects” that trade, highlighting it and zooming/focusing the plot on its span. Implementation options: Plotly FigureWidget click callbacks (notebook-only), or a self-contained HTML export with a JS-linked table + Plotly.relayout (works everywhere, pairs with q.plot.show(formats=("html",)))
• Animated plots — play button / slider to watch values evolve over time
• Shared style/config presets (theme, figsize, grids)
• Tearsheet gaps — q.plot.report() covers the standard quantstats layout (cumulative returns linear/log/vol-matched, EOY bars, monthly distribution, daily returns, rolling beta/vol/Sharpe/Sortino, worst drawdown periods, underwater, monthly heatmap, full grouped metrics table with mode="basic"|"full" + EOY + worst-drawdowns tables); still missing vs. quantstats’ full report:
  • Multi-strategy support — several return columns as side-by-side metrics columns and overlaid curves
  • Active-returns mode — plot/tabulate strategy minus benchmark (quantstats active_returns=True)
  • KDE overlay + outlier marking on the daily-returns distribution panel
  • Self-contained HTML report export (quantstats reports.html)
  • Full 3-panel “snapshot” report: cumulative return / drawdown / daily returns in one figure (quantstats snapshot)