Site Events and Notices...

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.

December 30, 2024

Added support in the portfolio tools for the Long Risk Reversal (Long Combination) options strategy.

December 26, 2024

Added a new report in the portfolio tools to see all trading notes for one or all portfolios, like a trading diary. Updated the Events/Notes column in the main portfolio view to show a yellow field background to indicate a position where you've made custom notes.

December 21, 2024

Added the ability to track Double Calendar/Double Diagonal spread option strategy in the portfolio tools, by name. Added a cash deposit/withdrawal tracking feature in the portfolio tools and reporting to show past cash changes that you've made to your cash levels. Extended all of the charts and analysis tools to work with higher max profit and max loss levels.