What's New

Your trading year now reads at a glance. A 12-month strip up top tints each month by its net P&L — green stretches, red drawdowns, the months you sat out — so the shape of the year shows up the moment you open the calendar. Tap any month to jump straight there, or scrub forward and back through your full history one year at a time.

Above the heatmap, eight monthly metrics that actually answer questions: total P&L, best day, worst day, most active day, average daily P&L, win rate, and the green/red split of trading days. Flip between All, Stocks, and Options at the top and the whole page repaints to match — heatmap, weekly summaries, and metrics all stay in sync.

And every month is shareable now. Hit Share, preview the page, and publish a public read-only link — with polished social-image previews when posted to X, Reddit, Facebook, or Telegram. Want to share the shape without the size? Flip Hide amounts and every figure renders as ••• while the colors and counts stay intact. Settings → Shared calendars lists every link you've ever published with its current view count, and one click takes any of them offline immediately.

You can now log cash movements — every deposit and withdrawal is recorded alongside your trades so your portfolio balance stays accurate without manual edits. No more guessing at a number and watching allocation % drift when you top up or pull cash out.

Add a transaction from the dashboard's Quick Actions or from Settings → Manage cash. Backdating is supported, so you can catch up on past deposits any time. Edit or delete entries later without affecting your P&L math — trade-derived ledger entries stay immutable.

Dashboard 2.0 brings performance, open risk, capital usage, recent activity, and quick actions into one place. Switch between All, Stocks, and Options, change the time period, and get the full picture without bouncing across the app.

When you want detail, the dashboard opens it up. On desktop, click a day on the P&L chart to inspect the activity behind it. Open Positions shows active option positions with strategy labels, strikes, and expirations, plus stock lots that are still open. Win Rate breaks out options and stocks so you can see where the results come from.

It also shortens the path from review to action. Log a stock trade, single-leg option, multi-leg position, or start from Strategy Picker without leaving the page. Capital Deployed shows current vs. peak usage and asset split, and it can track portfolio thresholds when you set a portfolio balance. Expiring options are surfaced directly inside Open Positions.

Track a paper-trading account alongside your real one. Run USD and EUR portfolios side by side. Separate Roth IRA from your taxable brokerage. Up to three accounts under one login, each with its own trades, P&L, calendar, and dashboard — completely isolated.

Switch accounts from the header in one click. Currency, cost basis method, portfolio balance, position locking — everything is per-account, so each portfolio works fully independently, exactly the way you need it to.

Multi-leg entries are now strategy-aware. Select a template — iron condor, butterfly, vertical spread, calendar, diagonal, or any other common structure — and the form links the fields that should stay in sync: expirations for spreads, strikes for straddles, contracts across all legs. Need to deviate? Override any linked field with a single click.

Live strategy detection identifies your position as you fill in the legs and keeps everything in sync automatically. A Trade Summary appears with Max Win, Max Loss, and Estimated Margin — calculated the same way your broker does, including commission impact.

Strategy descriptions and direction labels help you confirm you're building the right structure. Less time double-checking, more confidence when logging your trades.

The wheel strategy now tracks end-to-end — from selling puts through assignment to selling covered calls and shares being called away. Every step creates real, auditable records.

When a put is assigned, a stock BUY trade is created automatically with the correct cost basis. When shares are called away via a covered call, a SELL trade is created with lot allocations, realized P&L, and the position locks itself. The calendar, dashboard, recent trades, analysis — every screen shows the right numbers without manual entry.

Option P&L and stock P&L are now cleanly separated. Premium collected stays in your options bucket. Share appreciation or loss stays in your stocks bucket. No double-counting, no leaking between the two. Your ledger is the single source of truth — as it should be.

Your journal shows everything — now you can pivot around a single symbol. Pick any ticker and see statistics, individual trades, price ranges, and strategy breakdowns for both options and stocks.

For options: closed chains, strategy breakdown by win rate, average premium, hold time, and total P&L per strategy type. For stocks: total P&L, win rate, average hold time, largest win and loss, plus Buy and Sell Zones showing where your entries and exits concentrate.

Every number comes straight from the ledger — the same source of truth used across your journal, calendar, and dashboard. No separate formulas, no discrepancies.

You can now track Greeks and Implied Volatility on your option trades.

Log Delta, Theta, Gamma, Vega, and IV for each trade. Track values at both open and close to see how your positions evolved. All columns are sortable and can be shown or hidden via the new column visibility selector.

Whether you're monitoring time decay, volatility exposure, or directional risk — it's all in one place now.

Break down your trading performance across multiple dimensions — all in one place.

Price Range Analysis — see where your entries and exits cluster and spot the price zones where you perform best. Day of Week P&L — find which days are most profitable and which you should sit out. Time of Day Breakdown — discover your optimal trading window by hour. Overall Performance Metrics — win rate, average P&L, cumulative charts, your edge quantified.

Works for both options and stock trades. As always, completely free.

We're excited to launch TickerScribe — a free advanced trading journal for options and stock traders.

Track every trade with ledger-accurate P&L, rollover chains, daily results calendar, and a performance dashboard. Per-leg P&L, assignment tracking, and expiration management for options. Position grouping with FIFO, LIFO, and average cost basis for stocks.

We're already working on new features, and your feedback drives what comes next.