Dashboard

The Dashboard is the first page you see after logging in. It sums up every account you haven't hidden (see Hide an account), or the ones you pick with Accounts. It has two views, picked with the buttons at the top left:

• Today: how your account is doing today: today's profit or loss, what moved, the market, and what's coming up over the next 100 days.
• Performance: how you've done over time, with a date range: what you've made, where you'd stand if you sold everything, and what paid you.

The Dashboard opens on the view you used last, on every device. The first time, it opens on Today, or on Performance when you don't hold anything. A link can open one view: /?view=today or /?view=performance.

Top bar

Accounts

Shown when you have two or more accounts that aren't hidden. All accounts opens a list: tick and untick accounts (or click None and tick just the ones you want) — your choice applies when you close the list — or click Only beside one, to see every card for just those accounts. It changes only this page; hidden accounts are listed greyed out (see Hide an account). Export follows the choice.

Currency

Says which currency every amount on the Dashboard is in. With trades in both US and Canadian dollars it is a USD | CAD toggle: switch this page to the other currency and back; it changes only this page and starts on your saved Display Currency. With one currency it just shows it. See Currencies. Export follows it.

Date range buttons

On Performance only. YTD, 1Y, 3Y and All pick the period for most numbers on the view:

The page opens on All every time; your choice isn't remembered.

Export

On Performance. Export downloads the Holdings table: for every ticker you hold today, its current value, profit or loss, return %, shares and dividends — the same figures as the table on the page. Pick one or more formats (PDF, Excel, CSV, JSON or Word) and click Export. It doesn't use the date range.

Today

Everything on Today is about the latest session: today from the 9:30 AM (New York) open on a trading day; before the open, on weekends and on market holidays, the session that last closed (the line at the top says which, for example Fri Oct 30 session). It has no date range. The numbers come from your imported trades: a trade you made today counts once it is imported or synced, and Trades as of says when trades last came in.

The market line

Market at the top: the market's move that session, SPY, QQQ, DIA and IWM (the S&P 500, NASDAQ-100, Dow Jones and Russell 2000 funds). Click one for its Ticker Report.

The session bar

The card under it says which session you're looking at (Market open, After hours, or a date), and shows a bar for each of the last 30 sessions and today: up and green for a day that made money, down and red for one that lost, its height the amount. Hover a bar for the day's figure; click it to see that day. A gray bar is a partial day: some positions had no close stored for it, so its total leaves them out (the tooltip says how many).

Past sessions

The arrows beside the session (or a bar) show an earlier session: the whole page is then that day, from the day's closing prices: Day's P&L, your holdings at that close, Realized That Day, the positions and the movers. A past day has no after-hours line, and doesn't refresh. Today comes back to the latest session. The day is in the link (?day=2026-11-04), so it can be bookmarked, but it isn't remembered.

A past day needs each position's closing price for that day and the session before it. A position without one is left out and counted (N without a close that day), never valued at an older price. Closing prices are stored every weekday after the close (5:45 PM New York time) for everything held in any account and for the market funds above, so the previous session is complete from then on.

Day's P&L

The same rule as Today's P&L, for a past session, with that day's closing prices and exchange rate.

Today's P&L

What today did to your account, in money and as a %. Each position is counted the way a broker counts its day:

A partial sale counts both ways: the part sold at its sale price, the rest at the price now. A short position (a sold option) gains when its price falls. Shares transferred in or out today move value, they don't make any: they count from the previous close. Commissions and fees aren't included (as in unrealized P&L). The % is of what the positions were worth at the previous close plus what you put in today.

Amounts in US and Canadian dollars are converted at today's exchange rate on both sides, so a move in the exchange rate is never counted as profit.

The lines under the number:

• After hours (after the 4 PM close, overnight and on weekends) or Pre-market (7:00 to 9:30 AM): how much your shares moved outside the session. It isn't part of Today's P&L.
• N positions … left out: a position is left out rather than given a wrong figure when it has no price, when its quote's change isn't for this session (a quote that hasn't been refreshed since the last session, or a contract that hasn't traded), when its stock has a split dated this session, or when today's trades don't add up for it.
• Trades as of: when trades last came in (import or broker sync).
• Updating prices…: older quotes are being refreshed; the card updates by itself.

While the market is in a session (pre-market to after hours), Today refreshes every minute.

Realized Today

Profit and loss locked in today by closing positions (Cap) plus dividends paid today (Div): the Realized P&L rule for one day. It counts a closed position's whole result, from when you opened it; Today's P&L counts only today's part.

Unrealized P&L

The gain or loss on everything you hold, against what you paid, and as a % of that cost. Holdings Value beside it is the same figure as on Performance (see Holdings Value).

Realized That Day

Realized Today for a past session.

Positions

Every ticker you hold at the session's end (and the ones you closed in it), one row per ticker, options on it included:

It opens sorted by Day, the biggest gain first and the biggest loss last; click a column header to sort, again to reverse. On a phone some columns are hidden.

Option contracts

A ticker with options on it has an arrow before it (and + N options under its shares): click either to show one line per contract under the ticker, your positions in it added up across accounts:

• Contract: type and strike (click for its contract report), expiration, and the days left (highlighted at 7 or fewer). CLOSED for a contract you closed that session.
• Price: the mark, per share.
• Day: what the session did to the contract, by the Today's P&L rule.
• Shares: contracts held, a short (sold) one negative (-2 ct).
• Avg Cost: the average price per share you paid, or received for a short one.
• Value, Weight and Open P&L: as for the ticker; a short contract's value counts against you (what buying it back costs), and it gains as its price falls.

A contract without a price shows — for its price, value and open P&L, and its day is left out. The lines stay open until you leave the page.

Movers

What you hold, ranked by what today did to it in money, best up and worst down (a 9% move on a small position matters less than 2% on your largest). The colored line under each row is its size against the biggest move. OPEN marks what you hold now, CLOSED a position you closed today. Every position that moved is listed. Click a ticker for its Ticker Report.

Turn on + Watchlists to add the tickers on your watchlists (the market funds above are left out, they have their own line); the list then ranks by the price's move %, and your positions still show their money. The switch is remembered.

Coming up

The next 100 days for every ticker you hold, watch or track, one line per event, by date:

• Earnings: the report date, with before the open / after the close when known; expected until the company confirms it.
• Ex-dividend and Dividend paid: the announced dates, and the ones the payer's schedule says to expect (monthly, quarterly, semi-annual, annual or weekly payers), marked expected. An amount marked ≈ is the last dividend paid, not an announced one; for what you hold the total is that × the shares you hold now. No dates are expected for a payer whose dividends are irregular, that seems to have stopped, or whose last dividend looks like a one-time special.
• Expires: option contracts you hold (with how many, a short one negative) or watch, and whether each is in (ITM) or out of (OTM) the money at the stock's last price.
• Economic releases (US and Canada) and market holidays.

OPEN marks a ticker you hold; otherwise it says watched or tracked. The dividends follow the same schedule as the Calendar. Coming up always starts today, also on a past day.

How the card is laid out:

• The next 10 weekdays as tiles across the top, with a dot for each kind of event that day: blue for earnings, violet for dividends, amber for expirations, gray for economic releases, and a hollow ring for a market holiday. Hover a tile for the day's events; click it to jump to the day in the list.
• Sections by how near: This week (to Sunday), Next week, then one per month.
• Repeating dividends on one line: when a ticker has 3 or more ex-dividend (or payment) dates in the 100 days, they show once, at the first one, with how often (weekly (Thursdays), monthly, quarterly) and the amount of each. Click N dates to see them all; an announced date has a ✓, the others are expected.
• The buttons at the top show or hide each kind (their dots match the tiles'). Show all lists every line (the first 25 show at first). Open in Calendar opens the Calendar for the month view.

Performance

Everything from here down to Recent Activity is on Performance, which follows the date range buttons.

Summary cards

Hover the ⓘ next to a card's title for a one-line explanation; click it to come back here.

Holdings Value

What your open positions would bring if you sold everything right now: your shares and your options at their latest market prices. A short option (one you sold and haven't bought back) counts against the total — it is what buying it back would cost.

The lines under the number:

• unrealized — the gain or loss on what you hold, compared with what you paid ("unrealized" = on paper, because you haven't sold yet), in dollars and as a % of that cost.
• Stocks and Options — the two parts of the total.
• N without a price — positions with no market price yet; they are left out (never counted at what you paid). Prices are fetched in the background and the card updates by itself (Updating prices…).
• N without a cost basis — positions that came in without a purchase price (for example a transfer); their value is counted, their gain isn't.

Realized P&L

Profit and loss you have locked in during the period ("P&L"), in two parts:

• Cap (capital) — the result of positions you closed. A strategy counts each piece as it closes: the premium of a put that was assigned counts when the put closed, even though the shares are still held.
• Div — dividends paid to you in the period.

This is the same number as the Realized P&L card on the Trade Log for the same dates. See Performance for the exact rules.

Total P&L

Where you would stand if you sold everything today: **everything realized since your first trade

• the unrealized P&L of what you hold**. The percentage compares it with all the money you ever put in — what you paid for every position, open and closed (an option you sold short adds nothing to that, since it brought money in). This card ignores the date range.

Win Rate

The share of positions closed in the period that made money, and how many positions closed. Positions with an unknown cost basis are left out.

Portfolio Value Over Time

Two lines over time, for the stocks you held (there is no price history for options):

• Market value — the shares you held that day × that day's closing price (the last close before it on weekends and holidays), converted at that day's exchange rate.
• Cost (dashed) — what those shares cost you. The gap between the lines is your unrealized gain or loss at the time.

Points are monthly (weekly when the period is shorter than about 13 months), from your first trade on All, and the last point is today at live prices — the Stocks part of Holdings Value. With YTD, 1Y or 3Y the chart starts with what you already held on the first day of the period. Hover the chart to read a date's values. A stock with no closing price on a date is left out of that point, and the note under the title says so.

Performance Rankings

Your best two and worst two tickers in the period: their realized P&L in the period (closed positions and dividends, as in Realized P&L) as a % of everything you ever put into the ticker. Only tickers with closed positions or realized profit in the period are ranked. Click a ticker to open its Ticker Report. Click the card title to fold it away; the app remembers whether it's open.

Portfolio Allocation

Where your money sits today: each ticker's share of the market value of what you hold (stocks and the options on them). The five largest get their own slice; tickers under 3% and anything past five are grouped as Other. Hover a slice for its value.

Monthly Dividend Income

The dividends paid to you in each month of the period, by payment date. When the period covers more than 24 months the bars are per year instead (Dividend Income by Year). The total for the period is under the title.

Holdings

Every ticker you hold today — shares, options on it, or both — one row per ticker:

• The table opens sorted by Return, best first, so winners and losers stand out.
• Type in Filter by ticker... to narrow the list.
• Click a column header to sort; click again to reverse.
• The TOTAL row counts your positions and adds up their value and their return.
• Click the card title to fold it away.

Recent Activity

Your 10 most recent trades and dividends in the period. Use All, Trades or Dividends to choose what to show. Click a ticker to open its Ticker Report. Click the card title to fold it away.

Choosing which cards appear

You can hide the Holdings, Performance Rankings and Recent Activity cards (Portfolio Allocation and Monthly Dividend Income always show), choose which Holdings columns show, and set whether cards start open or folded. These options live in Settings on the Theme tab.

Where the numbers come from

• Trades and positions: how your trades become positions.
• Performance: how profit, win rate and returns are counted.
• Market data: where prices come from.
• Currencies: how US and Canadian dollar amounts are combined.