Track trading performance with equity curves, monthly heatmaps, and win rate breakdowns across all your portfolios.
The Analytics page gives you a comprehensive view of your closed-trade performance. Every metric is computed from your actual trade history — entry and exit prices, premium collected, and exit_date timestamps. Select a time period, pick one or more portfolios, and the dashboard updates instantly.
Filter closed trades by exit_date using the period selector at the top of the page. Available periods:
7d — Last 7 days | 30d — Last 30 days | 90d — Last 90 days | YTD — Year to date | All — All time
exit_date within the selected window are included.
An interactive line chart plots your cumulative realized P&L ordered by exit_date. Hover over any point to see the exact date, trade, and running total. The curve makes it easy to spot drawdowns, winning streaks, and inflection points in your trading.
A color-coded grid shows P&L aggregated by month. Green cells indicate profitable months, red cells indicate losses, and intensity scales with magnitude. Use this to identify seasonal tendencies — months where your strategies consistently outperform or underperform.
Your overall win rate is displayed as a percentage (0-100). Below it, toggle between breakdowns:
By Ticker — See which underlyings you trade most profitably.
By Strategy — Compare win rates across covered calls, cash-secured puts, spreads, etc.
By Sector — Identify whether tech, energy, or other sectors skew your results.
The metrics bar at the top of the analytics page displays:
Total P&L — Net realized profit or loss for the selected period.
Total Premium Collected — Sum of all premium received from sold options.
Average Return — Mean P&L per closed trade.
Sharpe-Like Ratio — Average return divided by return standard deviation, giving a risk-adjusted performance measure.
Use the portfolio selector to view analytics for a single portfolio or select All Portfolios to see aggregated metrics across your entire account. When aggregating, every chart and metric combines trades from all portfolios into a single unified view.
Generate a formatted report from the analytics page. Toggle which sections to include — summary metrics, trade log, equity curve, heatmap — then print directly from your browser or export to PDF.
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Use the Portfolio Optimizer to turn your analytics insights into actionable trade ideas, or head to the Getting Started guide if you haven't imported your first trades yet.