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%
AnnualizedMonthly 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 |
|---|
Wheel / PMCC Tracker
Positions from assigned Cash-Secured Puts / Wheel or PMCC strategies. Premium collected includes only covered calls sold after assignment.
| Ticker | Strategy | Assignment Date | Shares | Strike Price | Assignment Cost Basis | Premium Collected | Eff. Cost Basis | Notes |
|---|
| Ticker | Strategy | Strike | Qty | Entry Date | Expiration Date | DTE | Exit Date | Days Held | Max Risk | P&L | ROI | Annual ROI | Status | Actions |
|---|
Import Trade Activity
Bring in broker exports without overwriting your existing database. OFX files are merged into your current trades; JSON imports create a brand new database.
Latest Import Summary
Recent Imports
Merge Trades After Import
Review trades flagged for manual merge on the All Trades page after completing an import.
OFX Tips
- Download activity reports from your broker in the OFX/QFX format.
- Multi-leg option trades that share a timestamp are grouped automatically.
- Closing legs update any open positions with matching strikes and expirations.
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.
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.