Import a CSV to get started.
Cumulative P&L — last 30 days
Monthly P&L
Win rate by strategy
Top performers by ticker
Cumulative P&L
Daily P&L
Realized on the day each trade closed. Follows the type and search filters; ignores the period filter.
Breakdown
Filters
All filters below must match (AND). Remove a filter with ×, or add another to narrow further.
Results
Multi-Leg Strategies — Premium
Vertical spreads, iron condors, straddles/strangles, and calendar/diagonal spreads, grouped by strategy, with max risk/max gain math. Link legs together using "Link to Multi-Leg Strategy" when adding a Call, Put, Short Call, or Short Put — that part is free. This grouped analysis view is a Premium feature.
Capital Efficiency — Premium
Annualized return on capital deployed, per wheel and blended across your whole
portfolio, plus assignment / called-away rates. A different lens than the free
P&L charts — return efficiency, not just dollars.
Select a trade to see details
Strategy Type
Buying
Selling("The Wheel")
Spread Legs
Not the wheel — sold "naked" (no shares owned or cash set aside), typically as one leg of a spread. Pair it with a Call/Put above using "Link to Multi-Leg Strategy" below.
Status
Position Details
Linking & Notes
Stock Positions
Wheel Positions
Completed Wheel Cycles
Partial cycles — some shares called away, remaining shares still held.
Completed Wheels
Full cycles — all shares sold or called away.
Select a trade to see details
Options Trading Glossary
Plain-language explanations of the terms used throughout the app. Look for the i icon next to a term anywhere in the app for a quick reminder.
Import
Import from a Broker
Add trades from a Robinhood "Activity" CSV export — safe to re-run with every fresh statement. You'll see exactly what will change in a preview before anything is saved.
How matching works
If a row in the file closes or expires a position you already have saved as open (even one opened before this file's date range), that existing position is marked closed instead of being left stale or duplicated. Activity you've already logged by hand for the same contract and day is recognized too, even if it's split into different-sized legs than the file's raw fills. Rows that repeat an earlier Robinhood import are always skipped; Match manual trades additionally skips rows that match trades you entered yourself (ticker, strike, expiry, dates, quantity, price and status).
Advanced: import a CSV exported from this app
Re-import a CSV you exported and edited. This is this app's own CSV layout — keep the column headers as they are, and keep the ID column intact so edited rows update in place instead of duplicating. Re-importing replaces all your trades with the file's contents, so for a safety net use the JSON backup below instead.
Click to upload your CSV
or drag and drop your file here
Export & Backup
Back Up & Restore
Recommended · Lossless
An exact, complete snapshot of everything — every trade, every wheel and multi-leg strategy link, plus your sources. Nothing is summarized or reformatted, so nothing can go missing in the round trip. Restoring checks the file first and shows how many trades it will replace before changing anything. Use this before any big change, when moving to a new device, or just for periodic peace of mind.
Spreadsheet (CSV)
Export your trades to CSV to review them or build your own reports in Google Sheets or Excel.
Clear All Data
Removes every trade. Export a JSON backup first if you want it back — Undo Last Save (under Data Tools) only reaches one step back and isn't available once you've navigated away or made another change.
Undo Last Save
Reverts your single most recent change — adding, editing, or deleting one trade, or an entire CSV/JSON import or restore — back to exactly how things were right before it. Goes back one step only: making any other change (including another undo) clears it. For going back further than that, use a JSON backup instead.
Fill in Missing Sources
Tag every trade that has no source — older entries, or ones left blank — with a single source, such as "Me". Trades that already have a source are left alone.
Change a Source
Move every trade from one source to another — for example, from the old "Robinhood Import" tag to "Me". Imported trades are still recognized as imports, so re-importing a statement won't duplicate them.
Ticker Cleanup
Fix mismatched ticker names
If some positions were entered with a company name instead of the ticker symbol
(e.g. "TESLA INC" instead of "TSLA"), correct it below. Positions sharing a
ticker are merged together everywhere the app groups by ticker (reports, live
pricing lookups) — this also updates the saved data.
Trade Sources
Manage the sources available when opening a new position — useful for tagging where an idea came from (a broker, a trader you follow, a newsletter) so you can compare win rate by source in the Performance report's "By Source" view. Add an optional description to note who/what a source actually is.
Appearance
Theme
"System" follows your device's light/dark setting automatically.
Live Quotes
Finnhub API Key
Optional — enables mark-to-market pricing on open Stock and Wheel positions.
Your key is stored only in this browser's local storage; it is never saved to
your trade data or sent anywhere but Finnhub directly. Get a free key at
finnhub.io.
Delete Account
This permanently deletes your account and every trade you've ever entered —
open positions, closed history, wheel data, all of it. There is no undo and no recovery.
Export a backup first from Import & Export if you want to keep a copy.
If you signed in a while ago, you may be asked to sign in again before the deletion can go through — that's a Google security requirement, not optional.