// ticker-report
Performance by Ticker
A complete dossier for any one symbol you've traded. The whole truth of a name — whether it's profitable, and exactly how it's traded.
Which names are actually carrying you
The report opens with a ranking: the symbols that have treated you best, and the ones that have treated you worst, by all-time realized result. The list is regularly a surprise — the ticker you think of as your bread and butter and the one actually carrying the account are frequently not the same name.
Each name has its options and stocks split out, so a symbol that wins on premium and loses on shares can't hide inside one total. Click through to that ticker's full dossier from either column.
Is this name an edge, or a habit?
One ticker gets traded a dozen ways — shares, calls, puts, rolls. This combines the stocks and options on it into a single verdict, with a cumulative curve that reveals whether a name is compounding or quietly bleeding out.
Double down on the plays that pay
The same options plays, run on a symbol again and again. A by-strategy breakdown separates the ones that genuinely earn from the ones that just feel productive — so the winners stay and the rest get cut.
Where the buys and sells really land
The story is always buy low, sell high. For stocks, buy and sell zones show where entries and exits actually land — separating real skill from that story, and surfacing the costly habit hiding underneath.
Know which names to keep trading
No credit card required. Pick any ticker and see, in seconds, whether it earns its keep.
Frequently Asked Questions
What is Performance by Ticker?
Does the report combine stocks and options for a ticker?
What statistics does Performance by Ticker show?
Can I see my best and worst tickers?
How is P&L calculated in Performance by Ticker?
Can I see individual trades for a ticker?
What are Buy and Sell Zones in the stock section?
Does Performance by Ticker include options strategy breakdowns?
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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.
Performance Dashboard
KPIs, cumulative P&L chart, and portfolio overview.
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.
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.