Options Trading Dashboard
Realized P&L
$0.00
Closed TradesUnrealized P&L
$0.00
Open PositionsCollateral at Risk
$0.00
Capital CommittedActive Positions
0
Open TradesAssigned Positions
0
Wheel / PMCCWin Rate
0%
0W / 0LProfit Factor
0.00
Risk/RewardTotal ROI
0%
AnnualizedMax Drawdown
0%
Peak to TroughAvg Win / Loss
$0 / $0
Per TradeExpectancy
$0.00
Expected $/TradeSharpe Ratio
—
Risk-AdjustedMonthly P&L Performance
Cumulative P&L Growth
Strategy Performance
Win Rate by Strategy
Commission Impact
No closed trades yet.
Ticker Performance Heatmap
Time in Trade (Average Days)
Monte Carlo Projection (60 Days)
Need more closed trades to run projections.
Active Positions
| Ticker | Strategy | Strike | Current Price | DTE | Max Risk | Notes |
|---|
Recent Closed Trades
| Ticker | Strategy | Exit Date | Days Held | P&L | ROI | Weekly ROI |
|---|
Wheel / PMCC Tracker
Positions from assigned Cash-Secured Puts / Wheel or PMCC strategies. Premium collected includes only covered calls sold after assignment.
| Ticker | Strategy | Status | Coverage | Assignment Date | Shares | Strike Price | Assignment Cost Basis | Premium Collected | Eff. Cost Basis | Current Price | Market Value | Unrealized Gain/Loss | Notes |
|---|
| Ticker | Strategy | Strike | Qty | Entry Date | Expiration Date | DTE | Exit Date | Days Held | Max Risk | P&L | ROI | Weekly ROI | Monthly ROI | Annual ROI | Status | Actions |
|---|
| Ticker | Strategy | Type | Strike Price | Status | Contracts | Price/Contract | Fees | Premium | P&L | ROI | Current Price | Entry Date | Expiration Date | DTE | Exit Date | Days Held |
|---|
Import Trade Activity
Bring in broker exports without overwriting your existing database. Trades from OFX and CSV files are merged into your current portfolio.
or drag & drop an OFX or CSV file here
Latest Import Summary
Merge Trades
After importing, some trades may need to be combined — for example, matching STO and BTC legs or rolling positions. Use the Merge Trades tool on the All Trades page to review and merge them.
Import Log
Import Tips
- Download activity reports from your broker in OFX/QFX or CSV format.
- Multi-leg trades that share a timestamp are grouped automatically.
- Closing legs (BTC/STC) automatically match open positions with the same strike and expiration.
- Rolls are detected when a BTC and STO for the same ticker and option type occur on the same day.
- Assigned options and stock legs are merged into unified Wheel trades.
- Split fills from the same order are consolidated into a single leg entry.
Integration Settings
Manage live data connections and other preferences that stay on this device.
Finnhub API Key
We encrypt your key locally before storing it in this browser.
The key never leaves your machine. Clearing browser storage will remove it.
Free Finnhub accounts are limited to 60 requests/minute. Adjust if you have a paid plan.
Gemini API
Store a Google Gemini-compatible API key to enable AI portfolio insights.
Keys stay on this device. Use Google AI Studio or any compatible service exposing the Gemini generateContent API.
Maximum tokens for AI responses. Higher values allow longer responses but may increase cost.
Trade Entry Defaults
Set default values to speed up manual trade entry.
Default Fee Per Contract
Automatically apply this fee when adding new trade legs.
Enter the fee charged per contract (e.g., $0,65). This will be multiplied by the quantity when adding new legs.