Total P&L
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Win Rate
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Profit Factor
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Gross wins / gross losses
Avg Return
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Per closed trade
Avg Days Held
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Open to close
Total Trades
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Cumulative P&L
Portfolio P&L trajectory from closed trades
Total P&L
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Max DD (closed P&L)
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Best Month
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Winning Months
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Monthly P&L
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Best Month
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Worst Month
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Profitable Months
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Avg Monthly
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Benchmark Comparison
Your portfolio vs major indices
Net Income
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Realized P&L
This Month
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Yield (Ann.)
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Annualized on NLV
Income Score
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Pipeline Density
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Target Progress
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Income Quality
Source Breakdown
Where your income comes from
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Realization Rate
% of initial premium captured as profit
Premium Selling
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captured
Premium Buying
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return
Income Trends
Monthly Income
Gross theta vs drag — net is the bar height
Income Score Trend
Quality of income over time
Income Attribution
| Ticker | Income | % of Gross | Win% | Trades | Status |
|---|---|---|---|---|---|
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Income Pipeline & Forecast
Next 30 Days Projection
Expected Theta
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Expected Dividends
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Total Projected
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vs Target
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Income Target
Monthly Target
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Gap to Target
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Income Risks
Concentration Risk
LOW
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Income Cliff
LOW
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IV Dependency
LOW
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Actionable Insights
Loading insights...
Strategy Distribution
Trades by strategy type
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Trades
By Strategy
| Strategy | Trades | Win Rate | Status | P&L |
|---|---|---|---|---|
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By Underlying
| Symbol | Trades | Win Rate | Status | P&L |
|---|---|---|---|---|
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Best Trades
Top 5 by P&L in period
| Symbol | Strategy | Days | P&L |
|---|---|---|---|
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Worst Trades
Bottom 5 by P&L in period
| Symbol | Strategy | Days | P&L |
|---|---|---|---|
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Win Rate Trend
Monthly win rate over time
Performance by Days Held
Find your sweet spot holding period
| DTE Range | Trades | Win Rate | Avg P&L | Avg Days | Note |
|---|---|---|---|---|---|
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P&L vs Days Held
Each bubble = one trade. Size = quantity. Green = profit, Red = loss.
P&L by Day of Week
When trades close, grouped by weekday
P&L by Hour (UTC)
Close-time distribution across the day
Total Roll Chains
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Profitable Chains
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Avg Extra Premium
Net Roll P&L
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Roll Outcome by Underlying
Green = profitable chains, Red = unprofitable
Roll Chains Detail
| Underlying | Chains | Wins | Losses | Verdict | Roll P&L |
|---|---|---|---|---|---|
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What-If Scenarios
Simulate alternative decisions on your actual trades
What-If Scenarios
Run a what-if scenario to see projected impact
Portfolio θ Yield Trend
Annualized theta yield vs. cash benchmark
Capital Utilization Trend
Buying power usage over time (target: 50-75%)
Dead Money History
Positions flagged as earning below cash benchmark (last 90 days)
| Date Flagged | Symbol | Strategy | θ Yield | θ Alpha | Days as Dead Money | Resolution |
|---|---|---|---|---|---|---|
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Automatic Pattern Detection
The system continuously analyzes your trading history and surfaces behavioral patterns you might not notice yourself.
What you'll see
Winning streaks, loss-chasing patterns, time-of-day biases, position sizing consistency, and more.
Each discovery includes a concrete action to improve your edge.
Skill Radar & Evolution Timeline
Track your growth across 5 core trading skills: Discipline, Patience, Risk Management, Consistency, and Adaptability.
Skill RadarNow vs 90 days ago
Evolution ChartDaily scores over 90d
StreaksWinning/losing runs
Compare your current form against your past self — not against anyone else.
Behavioral Goals Tracker
Set personal trading goals (max trades/week, min hold days, max position size) and track your compliance in real time.
StatusOn Track / Needs Work / Over Limit
SourceSettings → Behavioral Goals
Goals enforce discipline when emotions push you to overtrade.
Cognitive Bias Defense System (CBDS)
Detects cognitive biases in your actual trading: loss aversion, disposition effect, anchoring, overconfidence, and recency bias.
Discipline ScoreHow well you follow system advice
Friction Tax$ lost to bias-driven decisions
Active BiasesDetected in recent trades
Requires ~2 weeks of trading data. The system compares your actions against its shadow recommendations.
Myopic Loss Aversion (MLA)
Measures how much short-term losses distort your decision-making. MLA is the #1 behavioral bias in portfolio management — checking P&L too often leads to premature exits.
MLA Score0 (no bias) – 100 (severe)
Check FrequencyHow often you check portfolio
Post-Loss BehaviorDo you panic-close after drops?
Requires 7 days of daily metrics. Score updates daily at 01:00 UTC.
Skill Radar
Current vs 90 days ago — track your growth
Evolution Timeline
Discipline and patience scores over the last 90 days
Behavioral analytics require 2+ weeks of trading data
Loss aversion analysis requires 7+ days of data
Generate Report
Download a CSV of your closed trades for any period
Select a period above and click Generate Preview to see your trading summary.
The preview will show trade count, win rate, P&L, and a strategy breakdown for the selected period.
Total Entries
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-- trade + -- reflection
Completion Rate
--%
Entries with reasons or emotions
TA Adherence
--%
Following Trade Advisor
Self-Discipline
--/100
Adherence & completion
Journal Streak
-- days
Consecutive days journaling
Avg P&L by Emotional State
How your emotions correlate with trade outcomes
Emotion by Time of Day
Which emotions dominate at different trading hours
Trade Advisor Adherence
Following vs ignoring TA recommendations
Trade Reasons Performance
Which reasons for trading lead to better outcomes
Improvement Areas
Patterns costing you money — fix these first
Action Compliance Matrix
TA recommended action vs your actual action
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Active Campaigns
Long-running income strategies (Wheels, CC, PMCC) — premiums harvested and current phase per underlying.
Active Campaigns
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CC / PMCC / Wheel
θ Yield
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Portfolio θ from campaigns
Avg Cycles
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Income legs per campaign
Premiums Harvested
All-time across all campaigns
Campaign Performance
All time, sorted by θ Yield