Welcome Back

The "Add Dividend" feature under stock positions and stock legs in the portfolio now supports adding a DRIP dividend reinvestment event as well as cash dividends.

New Expected Move Calculator & Screener/Report has been added to the site. See how much the options market thinks any stock will move - before it happens.

• Instant expected price range - Enter any symbol and see the market-implied upside and downside range through the nearest expiration, calculated two ways (full straddle and the institutional 85% rule).
• Know when options are overpriced or cheap - IV Rank and IV/HV ratio tell you at a glance whether the expected move is inflated or understated compared to history.
• See which way the market is leaning - Put/call skew reveals whether traders are paying more for downside protection or upside speculation.
• Find earnings trades faster - Filter by upcoming earnings dates to spot stocks where the market is pricing in a big move, then compare it to what the stock has actually done in the past.
• Screen 1,800+ stocks at once - Sort and filter by price, sector, volume, open interest, and more to narrow down to the opportunities that fit your strategy.
• Visual probability cone - A clear chart shows the expected price range fanning out from today to expiration so you can see the risk at a glance.
• Seller probability - See the odds that a straddle seller profits - useful for iron condors, short strangles, and other premium-selling strategies.
• Earnings traders deciding whether to buy or sell premium around announcements.
• Covered call and cash-secured put sellers choosing strike prices outside the expected range.
• Iron condor and strangle traders setting short strikes where the market says the stock is unlikely to go.
• Anyone holding stock who wants to know how much the market expects it to move before the next expiration.
• Type a symbol to see its full expected move breakdown, or browse the screener to compare hundreds of stocks side by side.
• Use the filters to zero in on your price range, sector, or stocks with earnings coming up.
• Click any symbol in the screener for a detailed single-stock view with the probability cone, volatility analysis, and sentiment breakdown.

The IV Rank & IV Percentile Screener has been updated...

• New analytical columns (IV Chg, Z-Score, Mean Ratio, HV Rank)
• 9 filters with reset button
• Column header tooltips

The IV Rank & IV History Charts have been updated...

• 5 charts total now 2 are new (IV vs HV, IV Rank/Percentile, IV-HV Spread 100d, IV Z-Score, Mean Ratio)
• 10 stat cards for quick data digestion
• 6 educational cards you can collapse with a toggle

New Sector Heat Map gives you an instant, color-coded overview of every market sector - sized by market cap and shaded by the metric that matters most to you:

• Options Activity - Spot where the smart money is trading. Sectors lit up with high option volume often signal institutional positioning or upcoming catalysts.
• Implied Volatility - Find the richest premiums. High-IV sectors are prime territory for credit strategies like covered calls and bull-put spreads.
• Price Movement - Track sector rotation in real time. Instantly see which sectors are leading the market and which are lagging.

Click any sector to drill down. Every sector expands into a detailed breakdown grouped by industry, showing individual stock IV, IV Rank, option volume, and price change - so you can go from big-picture view to specific trade ideas in seconds.
Deep-link from anywhere. Coming from a stock detail page, IV chart, or portfolio position? The heat map automatically opens to that stock's sector and highlights it, giving you instant context on where your stock sits within the broader market.

We've updated the site with a new IV Rank Screener/Reporting tool. This is a new options analytics tool that scans the entire optionable stock universe to find stocks with unusually high or low implied volatility relative to their own 52-week history. Use it to decide *when* to sell premium (high IV rank) vs. buy premium (low IV rank).

• Screens liquid, optionable stocks (price > $5, option volume > 100 contracts/day, valid HV data)
• Ranks every stock by IV Rank (0-100) - where current implied volatility sits within its 52-week high/low range
• Color-codes results into four tiers: High (75-100, red), Elevated (50-75, amber), Normal (25-50, gray), and Low (0-25, green)
• Data columns including: IV Rank, IV Percentile, Current IV, 52-week IV range, IV-HV Spread, HV 50-day

We've upgraded the Alerts section of the Portfolio. Introducing a new Alert Manager, this is a comprehensive tool for creating, managing, and monitoring price and condition-based alerts across all your portfolio positions.

Key Features & User Actions...

1. View Existing Alerts: For one or all portfolios.
2. Bulk Alert Operations: Create an alert and apply to all positions at once.
3. Alert Templates
• Create reusable alert configurations with custom names
• Assign templates to specific strategies or make them global
• Mark templates as "Default" to auto-select when creating new positions
• PowerOptions templates appear as suggestions on the position creation page

We've also upgraded the new position page so you can quickly and easily select our alert suggestions or your own alert templates to be automatically added to the new position.

We've released a beta version of an import tool for the PowerOptions Portfolio. Importing transaction CSV records from your broker makes it much easier for new users to get their PowerOptions Portfolio up and running with existing and historical positions. For existing Portfolio users, this process can make updating from actual broker trade records much faster and easier on a daily basis. Note: This tool is actively being tested and updated, so if you decide to give it a try, please consider importing to a new clean portfolio that you can create before importing.

The Portfolio tools have been updated to allow keeping notes and trading diary at the portfolio level. Previously notes and trading logs were only available to specific positions. Now you can keep notes and reminders for each portfolio that will stay around as long as the portfolio does. Adjustments to cash using the Cash Deposit/Withdrawal feature will be automatically logged as a portfolio-level note.

Portfolio Stress Testing: What-If Analysis for Your Positions

A new Stress Test View has been added to your portfolio management system. This tool shows you exactly what would happen to each position if the underlying stock price suddenly moved up or down by various percentages.

Why This Matters to You

See your risk before it happens. Instead of wondering "what if the stock drops 10%?", you can now see the exact dollar impact on every position in seconds.

Key Benefits

1. Risk Management: Identify which positions are most vulnerable to market swings
2. Position Sizing: Decide if you're too concentrated in risky positions
3. Exit Planning: Know your worst-case scenarios before they happen
4. Portfolio Balance: Compare how different strategies react to the same market move
5. Color Coding: Green for gains, red for losses - instant visual feedback
6. Strategy Grouping: See all your covered calls together, all your spreads together, etc.
7. Real-Time Data: Uses current market prices for accurate projections

Access: Available now in your Portfolio view under the "Stress Test" tab.

Portfolio Transactions History Enhancement Summary

The changes transform a basic transaction history page into a comprehensive trading performance analytics dashboard suitable for serious options traders and portfolio managers. New Performance Metrics Added...

• Kelly Criterion - Optimal position sizing (with Half Kelly recommendation)
• Sharpe Ratio - Annualized risk-adjusted returns
• Profit Factor - Total wins / total losses ratio
• Expectancy - Average expected profit per trade
• Win/Loss Analytics - Average win, average loss, win/loss ratio
• Extreme Values - Largest single win/loss with comparisons to averages

Visual Enhancements

• Win Rate Progress Bar - CSS gradient visualization with % display
• Color Coding - Green (positive), Red (negative), Blue (neutral), Yellow (important)
• Performance Report Card - Professional bordered summary container
• Tips - Kelly Criterion explanation with warnings for negative values

Trader Benefits

Risk Assessment: Sharpe Ratio identifies risk-adjusted performance
Position Sizing: Kelly Criterion with conservative recommendations
System Evaluation: Profit Factor and Expectancy reveal trading edge
Performance Visibility: Visual progress bars and color-coded metrics

Added a gamma exposure tool to the Signature Tools section of the site. This can help visualize the highest positive gamma exposure strike price for an expiration of any stock/index/ETF.

Many changes, additions and updates over the past 6 months, some of them include...

• Added a chart showing the number of stocks announcing earnings for the next month to the Earnings Report page to show the frequency of announcements throughout the year with particular attention to the major earnings periods.
• More portfolio-wide statistics have been added to the Transactions view in the portfolio, like your average holding period for stocks vs. options, average gain/loss for stocks vs. options, transaction counts and win/loss rate.
• We improved the Age column in the Portfolio view to show the days you've been in an option position in addition to the days till expiration (DTE) that was previously shown.
• Enlarged the font size in the notes view/edit for individual positions.
• Corrected monetary requirement for Condor and Butterfly.
• Changed all stock chart links to a new chart provider after previous provider shutdown charts.
• Added more tab links in the Portfolio for easier access to the Valuation, Snapshot and Allocation views of your positions.
• Updated the Timeframe and Realized/Unrealized drop-downs for each of the portfolio views to be consistent.
• Corrected some issues with API data availability outside of market trading hours.
• Increased our back-end option symbol data capacities as September saw the highest number of options we've ever processed.
• Updated the Market Sentiment tool with newer and more responsive format.

Added a sticky header row to a few tables in the Portfolio tools for those who have many positions and would like to see the header row while scrolling down the page.

Added the ability to save a position name and position description for custom positions at the time of creation. Corrected logic to automatically mark Double Diagonal/Double Calendar strategies as such for custom positions at the time of creation. Added Greeks sums for each individual position in the Greeks view of the portfolio in addition to the Greeks sums that were there for entire portfolios.