Ticker Reports
Results for each ticker you've traded, side-by-side comparisons, a full report page for any one ticker, and one for any option contract.
There are three parts: the Ticker Reports page, which looks across all the tickers you've traded, the report page of one ticker, which opens when you click a ticker almost anywhere in the app, and the report page of one option contract, which opens when you click an option's symbol (see A contract's report page).
Ticker Reports page
Top bar
- Accounts (shown with two or more accounts that aren't hidden) narrows this page — the cards, the selected ticker and Compare — to the accounts you pick; it changes only this page. See Hide an account.
- Currency says which currency the cards and Compare are in: a USD | CAD toggle when you have both (this page only, starting on your saved Display Currency), or just the currency. See Currencies.
- Export downloads the tickers you hold today with their value, profit or loss, return %, shares and dividends — the same figures as the Dashboard's Holdings table — in the formats you pick.
- Search tickers... picks one ticker to look at in detail on this page (see Selected ticker).
The page has two tabs, Overview and Compare. It remembers the tab and ticker you picked until you close the browser tab.
Search held tickers lists what you've traded. Search any ticker looks up any US or Canadian listing, held or not, and opens its report.
Traded Tickers
Every ticker you've traded, the most recently traded first, as cards or a table — the grid and list buttons at the right switch between them; both show the same lines. A ticker with an open position (shares or an option) carries an Open badge, and Open only lists just those (the count says how many of all). The page remembers both choices in this browser.
| Line | What it shows |
|---|---|
| Win Rate | Share of your closed positions in this ticker that made money |
| Shares | Shares you hold now |
| Return | Total return in money: profits already taken + gain or loss on what you hold (shares and options) + dividends |
| Dividends | All dividends received from it |
| Last Trade | Date of your latest trade |
Click a card or a row to open that ticker's report page. In the table, click a column header to sort by it; click again to reverse. The cards follow the same order.
Selected ticker
After you pick a ticker in Search tickers..., four cards and two tables appear under Traded Tickers:
- Shares Held, with Avg Cost (average price you paid per share).
- Total Invested: everything you ever put into the ticker — what you paid for every position, open and closed (options you bought included; an option you sold short adds nothing).
- Dividends Received: all dividends from this ticker.
- Total Return: the same total as Return above, and as a % of Total Invested — so a ticker you sold out of still shows the return you made on it.
- Trade History (your 10 latest trades) and Dividend History (your 10 latest dividends).
Compare tab
Compare several tickers side by side. Click Add Tickers and tick the ones you want; click Done. Each ticker gets a colored chip; click its × to remove it, or Clear All.
- Table: Win Rate, Trades, Shares, Avg Cost, Invested, Dividends, Return and Return % for each ticker, with a TOTAL row. Click a column header to sort.
- Performance: a line per ticker showing its realized P&L adding up month by month — closed positions (stocks, options and strategies on it) and dividends, counted the same way as the Trade Log's Realized P&L.
- Allocation: a ring chart of how your current money is split between the tickers, with Total Value and Total Invested.
Export on this card downloads the comparison (Excel, CSV or JSON). The columns shown in the table can be chosen in Settings, on the Theme tab (Compare Tickers Table Columns).
A ticker's report page
Click any ticker (on the Dashboard, in the Trade Log, on a Traded Tickers card...) to open its report page. Back returns to where you were.
Add Trade (top right) opens the Add Trade window with this ticker filled in, on this exact listing, so there is no market to pick. Fill in the rest as in Add a trade by hand; once it's saved, Your holdings below includes the trade.
Quote
The top card shows the market picture, whether or not you own the stock:
- The ticker, its exchange and company name.
- The latest price and today's change in money and %. Updating quote… means a fresh price is on its way.
- A price chart with range buttons 1M, 6M, YTD, 1Y and 5Y. The chart uses one price per day.
- Intraday: links to Google Finance and Yahoo Finance, for today's minute-by-minute moves.
- A row of facts: Open, High, Low, Prev close, Mkt cap (market value of the company), P/E (price ÷ yearly earnings per share), Dividend (per share per year, with its yield), 52-wk high, 52-wk low and Next ex-dividend.
Where prices come from: Market data.
Earnings
Next earnings shows the date and, when it's known, the time of day. Expected means no one has confirmed it yet. Last earnings is the latest report.
Below, each reported quarter: EPS, the estimate, Beat or Miss by how much, and revenue against its estimate where the app has it. The source gives the last four quarters; older ones appear under Show older as they build up. Earnings history is US only for now: Canadian listings show their dates.
Add to watchlist and Add to list
- Add to watchlist adds the ticker to one of your watchlists, where you can set price targets and alerts.
- Add to list adds it to one of your stock lists (the lists on the Screener's Stocks tab), or to a New list….
Your holdings
Shown only when you've traded this company. If you've traded it on more than one exchange (for example the US and Canadian listing), a line says which listings are included.
Accounts at the top of the page (shown with two or more accounts that aren't hidden) narrows your holdings, trade groups, dividend projection and dividend history to the accounts you pick. The quote stays the same. It changes only this page; see Hide an account.
Currency beside it does the same for the money in your holdings: a USD | CAD toggle when you have both currencies, or just the currency. The quote stays in the listing's own currency. See Currencies.
- The six Trade Log performance cards (Realized P&L, Win %, Avg Win, Avg Loss, Avg Time, Avg Fees/Group) for this ticker only.
- Shares Held (with Avg Cost and Current Value — no price when there is no market price yet), Total Invested (open and closed positions), Unrealized P&L (gain or loss on paper on what you hold, options on it included), Dividends Received and Total Return (% and money).
- Under Dividends Received, Yield on Cost: the dividend the shares you hold pay in a year (their current annual dividend) as a % of what those shares cost you. Shown while you hold shares of a dividend payer.
Trade Groups
Your positions in this ticker, in the same table as the Trade Log's Grouped view. It has its own filters (Status, Date Open, Date Close, Entry, Exit, Quantity, Fees, Return $, Return %, Side, Tags, Clear All) and its own Columns button. Select rows to add or remove tags or delete positions and trades. To edit or group trades, use the Trade Log.
Dividend Projections
Shown when you hold dividend-paying shares: Per Share, Per Payment, Yield and Annual Est., plus a table of the next expected payments (Expected Date, Est. Amount).
Watching
Shows where this ticker sits in your watchlists, with any targets and alerts. Manage opens the Watchlists page on this ticker; when you aren't watching it yet, Add to Watchlist does the same.
Dividend History
Every dividend you received from this ticker: Date, Amount and Per Share.
A contract's report page
Click the symbol of an option — a contract on a watchlist or an Open tab, an option position in
the Trade Log or a ticker's holdings — to open its own page, for example
/tickers/TSLA/options/2026-10-30/call/430. Back returns where you were; Accounts and the
USD | CAD toggle appear when you've traded the contract.
Quote
The contract's name (ticker, expiration, strike, Call or Put), a link to the underlying's report with its price, and the contract's mark (the midpoint the market quotes, per share) with today's change from the previous session's close. A contract that hasn't traded since an older close shows no change rather than a move over several days.
The chart shows the contract's daily closes over 1M, 3M, 6M or All (its whole life), with the underlying stock over the same days below it. A close is the last trade of the day; days the contract didn't trade are gaps. A contract seen for the first time has its history fetched while you look ("Loading price history…").
Under the chart: Mark, Bid / Ask (with their sizes), Last (and when), Open, High, Low, Prev close (and its date), Volume, Open int, IV, the Greeks (Delta, Gamma, Theta, Vega, Rho), the provider's Theo price, Breakeven (strike plus the mark for a call, minus for a put) and DTE.
Your holdings
When you've traded the contract: your open position — Qty (negative when you sold it), Avg cost per share, Total cost, Market value, Unrealized P/L and Day change, in the page's currency — and every trade in it: Date, Action, Contracts, Price / share (in the trade's own currency), Fees and Account. The Accounts pick narrows both.