Feature

Performance Dashboard

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

TickerScribe performance dashboard with KPIs, cumulative P&L chart, and capital deployed

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.

Performance dashboard showing realized P&L, Highlights row, Performance breakdown, open positions, and portfolio value
Open Positions panel with Next Expiry date, an amber 7-day expiring badge, near-term expiries highlighted, and an Iron Condor with all four legs

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.

Portfolio tile showing total account value, deployed capital with options and stocks split, peak deployed, own money, deposits, and withdrawals
Cumulative P&L chart with daily drill-down open and buy and sell bars at the bottom

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.

Dashboard with all amounts masked as asterisks while percentages, counts, and ratios remain visible

Get the full picture of your trading

No credit card required. Performance, positions, portfolio, and cash in one view.

Frequently Asked Questions