// performance-dashboard
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. Beside realized P&L, Period ROC measures that result against the capital that was actually working over the period, not against the size of your account.
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 — and it's a click target: open it for a per-position breakdown with every option position's collateral and every held ticker's remaining basis, subtotaled to the headline. It reconciles exactly, including under the stocks-only and options-only filters. Log a deposit or withdrawal from the same tile, or open History for the full ledger.
How Much Market Are You Carrying?
Your win rate says how you've traded. It says nothing about how exposed you are right now. Portfolio beta reads that from what you already hold — stock beta and options beta as two separate figures, with beta-weighted exposure beneath them.
They're measured separately on purpose: share weights are solid, option weights need delta-adjusted notional, and delta is optional. Each headline opens into its parts, so the number is auditable rather than a black box. See how portfolio beta works.
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. A dashed benchmark line can sit behind the curve — pick the index you actually trade against, and the choice is remembered per account.
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 ROC, 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
Does the dashboard combine options and stocks?
How does Open Positions surface what's expiring?
How does Open Positions show multi-leg trades?
How does the dashboard separate principal from profits?
Can I log deposits and withdrawals?
What is portfolio beta on the dashboard?
Can I see what makes up deployed capital?
Can I hide amounts on screen?
// keep exploring
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.
Short Selling
A sell that opens the position, a buy-to-cover that closes it, P&L the right way round.
Daily Journal
State, plan & checklist, mood & reflection, tags and screenshots — per day.
Trade Log
Every trade on one row — notes and tags in place, reviewed beside the chart.
P&L Calendar
Shareable daily P&L heatmap with drill-down.
Trade Analysis
Price ranges, day-of-week P&L, and time-of-day patterns.
Wheel Analysis
Puts, covered calls, and assignments — stitched into cycles with annualized return.
Performance by Ticker
Win rate, P&L, and full trade history per ticker.
Portfolio Beta
How much market your book carries — stocks and options measured separately.
Risk History
How much capital was tied up — and how much market your book carried — day by day.
Market Today
Sentiment, volatility, and direction — and how you trade conditions like today's.
Import Trades
Auto-detected brokers and a universal CSV mapper.
Multi-Account Support
Up to three portfolios, each with its own currency.