TickerScribe

// performance-dashboard

Performance Dashboard

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

See Your Dashboard

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.

Start Logging Trades

Frequently Asked Questions

Does the dashboard combine options and stocks?
Yes. Filter by All, Options, or Stocks with a single toggle. The Performance row breaks the same metrics out across all three side by side, so headline totals and per-asset contributors stay readable together.
How does Open Positions surface what's expiring?
A Next Expiry date sits in the header and an amber badge flags any contract within 7 days. Inside the detail panel, near-term expiries highlight on each row so you don't have to scan dates to find them.
How does Open Positions show multi-leg trades?
Every leg appears in order with side, strike, premium, and expiration — so Iron Condors, Spreads, and Strangles stay readable inline without opening a separate view.
How does the dashboard separate principal from profits?
Portfolio breaks total account value into own money (deposits minus withdrawals) plus realized P&L. Deployed shows current capital tied up with options and stocks split, all-time peak, and percentage of portfolio — so profits and principal are finally separable.
Can I log deposits and withdrawals?
Yes. Log a cash transaction from the Portfolio tile and totals update immediately. Open History for the full ledger with date, amount, and the note you attached.
Can I hide amounts on screen?
Yes. Click the eye icon and every amount masks as asterisks — P&L, deployed, portfolio, KPIs, and cash activity. Percentages and counts stay visible, so you can screenshare the shape without revealing exposure.

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