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Add OOS Reconciliation page to Meta Analysis (#2300)#2301

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AlexCatarino merged 1 commit intoQuantConnect:masterfrom
AlexCatarino:bug-2300-oos-reconciliation-meta-analysis
Apr 15, 2026
Merged

Add OOS Reconciliation page to Meta Analysis (#2300)#2301
AlexCatarino merged 1 commit intoQuantConnect:masterfrom
AlexCatarino:bug-2300-oos-reconciliation-meta-analysis

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@AlexCatarino AlexCatarino commented Apr 14, 2026

Summary

  • Move the conceptual Reconciliation section off Research Environment > Meta Analysis > Live Analysis and create a new sibling page Live Reconciliation that walks through generating the out-of-sample backtest reconciliation curve for a live deployment.
  • New page covers: reading the live deployment's launch datetime and starting equity from the Strategy Equity chart, compiling and running an OOS backtest that matches those parameters, overlaying the two Strategy Equity curves on a single matplotlib axis, and plotting live vs. backtest order fills on a single marker-only plotly chart per symbol (no candlesticks, no price history).
  • Renumber the Live Analysis siblings (04 Plot Order Fills.php \u2192 03, 05 Plot Charts.php \u2192 04) and shift Live Deployment Automation from 05 to 06.
  • Update the one inbound link fragment (Resources/algorithm-results/orders.php) from #04-Plot-Order-Fills to #03-Plot-Order-Fills and fix an adjacent pre-existing label bug (ReadBacktestOrders \u2192 ReadLiveOrders in the live branch).

Resolves #2300

Test plan

  • Verify the new Live Reconciliation page renders correctly on quantconnect.com/docs with the MathJax formulas, embedded image, three-row platform table, and all internal links resolving.
  • Confirm the Meta Analysis sidebar shows the new order: 01 Key Concepts, 02 Backtest Analysis, 03 Optimization Analysis, 04 Live Analysis, 05 Live Reconciliation, 06 Live Deployment Automation.
  • Confirm the Live Analysis page anchors are now #03-Plot-Order-Fills and #04-Plot-Charts, and that the updated link in Resources/algorithm-results/orders.php resolves.
  • Manually run the Python recipe end-to-end in a notebook against a live deployment and confirm the equity overlay and order-fill overlay render as expected.
  • Manually run the C# recipe in 99 Examples.html inside a research notebook and confirm the compile/backtest flow and chart reads succeed.

@AlexCatarino AlexCatarino force-pushed the bug-2300-oos-reconciliation-meta-analysis branch from f288aba to 6c8e20e Compare April 15, 2026 22:10
…antConnect#2300)

Move the conceptual Reconciliation section off the Live Analysis page
and create a new Live Reconciliation page that walks through generating
the out-of-sample backtest reconciliation curve for a live deployment:
read launch datetime and starting equity, run an OOS backtest, overlay
the two Strategy Equity curves, and plot live vs. backtest order fills
on a single marker-only chart per symbol.

Renumbers sibling files after the removal, shifts Live Deployment
Automation from 05 to 06, and updates the one inbound link fragment
from QuantConnect#4-Plot-Order-Fills to QuantConnect#3-Plot-Order-Fills.
@AlexCatarino AlexCatarino force-pushed the bug-2300-oos-reconciliation-meta-analysis branch from 6c8e20e to 4f867d6 Compare April 15, 2026 22:13
@AlexCatarino AlexCatarino merged commit 05d53a3 into QuantConnect:master Apr 15, 2026
@AlexCatarino AlexCatarino deleted the bug-2300-oos-reconciliation-meta-analysis branch April 15, 2026 22:13
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Add OOS Reconcilation Curve to Meta Analysis

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