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Manage Your Account with Wisdom and Discipline
Live Portfolio
Trade Journal Dashboard
Manage open positions, monitor portfolio health, and keep each strategy inside its operating rules.
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1. OPEN POSITIONS INBOX
Option legs pulled directly from Tradier. Select 2 to 4 legs that belong together, then send the spread to Journal Entry.
Not synced yet
Symbol
Option Leg
Side
Qty
Current Value
P/L
DTE
Status
Classification
Connect Tradier and click Sync Tradier to load open option positions.
2. PORTFOLIO DIRECTION
Beta-weighted delta across every open position, regardless of strategy, as a percent of account value.
3. PORTFOLIO DIVERSIFICATION
CAPITAL BY STRATEGY
0 OPEN POSITIONS
SECTOR EXPOSURE
Distribution of total capital at risk by sector, across every open strategy
DURATION MIX (By DTE)
Weighted Average DTE--
PORTFOLIO NEEDS
Add open positions to generate portfolio guidance.
4. STRATEGY BREAKDOWN
Every strategy on the same basis: capital at risk, theta, and net beta-weighted exposure.
DCS PORTFOLIO
0Open Positions
$0.00Capital at Risk
--Current P/L
--Theta / Day
--SPY-Delta
No open positions
CFC PORTFOLIO
0 of 7Open Positions
$0.00Capital at Risk
--Current P/L
--Theta / Day
--SPY-Delta
No open positions
UBS PORTFOLIO
0Open Positions
$0.00Capital at Risk
--Current P/L
--Theta / Day
--SPY-Delta
No open positions
SRS PORTFOLIO
0Open Positions
$0.00Capital at Risk
--Current P/L
--Theta / Day
--SPY-Delta
No open positions
OTHER PORTFOLIO
0Open Positions
$0.00Capital at Risk
--Current P/L
--Theta / Day
--SPY-Delta
No open positions
TOTAL PORTFOLIO
0Open Positions
$0.00Capital at Risk
--Current P/L
--Theta / Day
--SPY-Delta
No open positions
5. OPEN POSITIONS SNAPSHOT
Journaled positions with live pricing when Tradier data is available.
Coach Trades
Review active coach trade structures and copy them into your own journal. Nothing is saved until you review and click Save Trade.
Loading coach trades...
Created
Title
Symbol
Strategy
Setup
Entry
Actions
Loading coach trades...
Trade journal entry
Open the trade first. Come back later to add exit details and close it.
Results
Closed-trade performance, filtering, imports, exports, and trade review.
Total P&L
$0.00
Closed trades
0
Win rate
0.0%
Avg ROC
0.0%
Avg win
$0.00
Avg loss
$0.00
Largest win
$0.00
Largest loss
$0.00
Profit factor
0.00
Equity Curve
Cumulative P&L across the filtered closed trades.
Strategy Mix
Share of filtered closed trades by strategy.
Setup Mix
Share of filtered closed trades by setup.
Open
Close
Symbol
Strategy
Direction
Setup
Total capital
P/L
ROC
Actions
Alert
Account settings
Set the starting balance for this journal.
Current account balance
Starting balance plus closed trade P/L and transactions.
$0.00
Deposits, withdrawals, and fees
Date
Type
Amount
Notes
Actions
Fixed-ratio compounding
Each strategy uses total account realized profit from all closed trades, then applies that strategy’s delta. Restart a ladder to bring it back to 1 unit without touching your recorded realized profit anywhere else in the app.
Strategy name
Delta
Scaling rate
Realized profit
Since restart
Next units
Progress
Actions
Ready.
Unit level tables
Highlighted rows show the current level based on profit since each ladder's last restart.
Tradier Account Connection
Connect your Tradier account to import open option positions. Generate a token with read and market scopes only at the Tradier Developer Portal. No trade permissions needed or recommended.
Enter your API token and account ID above.
⚠ Your token is stored in your account and only accessible by you. Never share it. Using read + market scopes only means this connection cannot place or modify trades.
Imported Legs
Select exactly two legs to pair as a spread, or push a single leg to the journal directly.
Paired Spreads
Review each spread then push to journal. You will add Setup, Bias, and Notes manually.