Performance Dashboard
Performance, open positions, portfolio, and cash — one view for options and stocks combined.

One Place for Performance and Risk
Performance, positions, capital, and cash in one view — options and stocks combined.
Filter by asset class and time period; the Performance row breaks the same metrics out across All, Options, and Stocks so totals and contributors stay visible together.


Open Positions — and What's Expiring
A Next Expiry date sits in the header and an amber badge flags any contract within 7 days. Near-term expiries highlight inside the detail panel, so the dates that matter stay in view.
Every leg shows side, strike, premium, and expiration — Iron Condors, Spreads, Strangles, and Covered Calls stay readable inline, without opening a separate view.
Portfolio, Deployed, and Own Money
Portfolio breaks total account value into own money (deposits minus withdrawals) plus realized P&L. Profits and principal are finally separable in one tile.
Deployed shows current capital tied up with options and stocks split, all-time peak, and percentage of portfolio. Log a deposit or withdrawal from the same tile, or open History for the full ledger with date, amount, and notes.


Cumulative P&L, Day by Day
The cumulative P&L line plots your running total across the selected period. On desktop, click a day to inspect the trades behind a move.
Bars at the bottom show how many buys and sells happened in each bucket, so activity stays visible alongside the curve.
Hide Amounts for Screen Shares
Click the eye icon and every amount masks as asterisks — P&L, deployed, portfolio, KPIs, and cash activity all hide at once.
Percentages, counts, and ratios stay visible: Period ROI, Win Rate, Profit Factor, position counts. Share the shape, not the absolute numbers.

Get the full picture of your trading
No credit card required. Performance, positions, portfolio, and cash in one view.
Frequently Asked Questions
Explore More Features
Options Journal
30+ strategies, rollover chains, Greeks & IV, per-leg P&L.
Stock Journal
Position grouping, cost basis methods, and one-click logging.
P&L Calendar
Shareable daily P&L heatmap with drill-down.
Trade Analysis
Price range, time-of-day, and day-of-week insights.
Performance by Ticker
See which tickers work best for you — win rate, P&L, and full trade history.