Site Events and Notices...

January 6, 2026

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.

December 22, 2025

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.

December 21, 2025

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

December 4, 2025

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.

November 6, 2025

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.

May 7, 2025

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.

April 29, 2025

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.

March 27, 2025

You may not need it often, but when you do... The interface for editing a portfolio position now allows for moving the position to another existing portfolio.

March 20, 2025

We've added expiration value, expiration profit/loss and expiration % profit/loss to the custom option positions in the portfolio tool. If your position includes legs of multiple expiration dates, the expiration values will be assumed for the nearest expiration date.

March 17, 2025

We've added option midpoint prices and option deltas to the option selection tables on the custom option position builder tool. This might make it easier for some users to quickly pick the options they'd like to add to an analysis.

February 18, 2025

In the main Portfolio views, we added an icon to alert you when your stock or option has an expiration date or earnings announcement date or ex-dividend date coming up in less than 7 days. The lightning bolt icon pays homage to our "Power" branding.

January 30, 2025

Added a Portfolio Valuation chart that shows total cash value, position value and total value on a daily basis to view portfolio values over time in a chart format. Also added search and filtering capability to the Portfolio Notes Report to make it easier to find notes where you've entered custom trading diary note entries.