The Pivot Grid in Katalyst is a flexible, spreadsheet-like tool that lets you slice and dice your trade data along any combination of dimensions. Think of it as a custom analytics builder — you choose the rows, columns, and values, and Katalyst generates the table on the fly.
To use the Pivot Grid, navigate to it from the sidebar and select which fields you want as rows (e.g., instrument, tag, day of week) and which metric you want to aggregate (e.g., total P&L, win rate, trade count). You can add multiple row and column dimensions to create nested groupings.
For example, setting rows to “Instrument” and columns to “Day of Week” with the value set to “Net P&L” shows you a matrix of how much you made or lost on each instrument for each day. This kind of multi-dimensional analysis is difficult to do in a spreadsheet but trivial in Katalyst.
The Pivot Grid supports sorting, filtering, and conditional formatting. Cells can be colored based on their value — green for positive, red for negative — making it easy to spot patterns at a glance. You can also pin specific rows or columns for comparison.
Saved pivot configurations let you return to your favorite views without rebuilding them each time. Create a pivot for your morning review, one for your weekly analysis, and one for your monthly deep dive. Each saved view remembers its dimensions, filters, and formatting preferences.