Dashboard
The dashboard is your trading command center - realized and unrealized P&L, win rate, equity curve, and the latest trades all on one page.
The dashboard answers one question fast: how am I doing? It aggregates every synced trade into a row of headline stat cards and a set of charts, filtered by the date range you pick at the top.
If OptionsPro can't fully reconcile one or more open positions with your broker's reported history, a banner appears just below the page header flagging that some P&L may be incomplete, with a link to Brokerages to see what's affected.
On a very large book you may also see an amber notice saying your trade history is too large to load in full. Every stat card and chart on this page is read from your saved P&L rather than the trade list, so none of them is limited to the rows the page could reach - it's the Recent Trades table below that covers only your most recent activity. With a portfolio filter applied the cards carry one caveat, which the notice states: a trade whose closing row wasn't reached can't be tested against the filter and is kept rather than dropped, so the figures can include trades from outside the selected portfolios. Clear the filter for exact totals, and see Large Trade Histories.
Filters
- Date range - All time (the default), Last 7 / 30 / 90 days, This month, or Last month. Affects most stat cards and every chart.
- Portfolio filter - restrict the view to a single portfolio (Pro). On the free tier it's always shown as an upgrade prompt, regardless of whether you have portfolios. On Pro it's hidden only if you have no portfolios at all.
A couple of cards (Unrealized P&L, Open Positions) reflect current state and are intentionally not affected by the date range.
Stat cards
The dashboard shows seven stat cards across the page header:
| Card | What it shows |
|---|---|
| Closed Trades | Number of trades closed in the selected period - the win rate's denominator. A multi-leg strategy counts as one trade, dated by the day its last leg closed. Open trades, and trades with a leg still open, aren't counted; when any are waiting on an open leg, the card's info icon says how many. This card replaces the old Total Trades card, which counted every closing fill. |
| Realized P&L | Closed-trade profit for the selected period. Green when positive, red when negative. A pulsing amber dot next to the value means a background job is still enriching recently closed trades - hover for details. |
| Unrealized P&L | Current paper P&L on open positions. Not affected by the date range. A small amber warning icon means the figure is incomplete - hover it for why. Either option mark prices for one or more positions haven't arrived yet and will fill in after the next refresh, or a position is unverified and has no contract we can match a quote to, so it stays excluded until the contract resolves. Marks are delayed rather than live - see Market Data. |
| Win Rate | Percentage of the period's closed trades that made money, with the count behind it (e.g. 7 of 10). A breakeven counts as closed but not as a win. Shows - until a trade in the period has closed. See How win rate is counted. |
| Avg Win | Mean dollar outcome per winning closed trade in the period. A multi-leg strategy contributes the combined P&L of its legs. |
| Avg Loss | Mean dollar outcome per losing closed trade in the period (shown as a negative number). A multi-leg strategy contributes the combined P&L of its legs. |
| Open Positions | Count of currently-open positions. Not affected by the date range. |
How win rate is counted
Win rate counts each closed trade once. A spread, iron condor or other multi-leg strategy is one trade, scored on the combined P&L of its legs once every leg has closed, and dated by the day its last leg closed. Legs that are not part of a strategy count on their own. A trade with a leg still open is not counted until it closes.
The grouping is the one the Strategies page shows, including any groups you've made yourself. A few consequences:
- Closed Trades, Win Rate, Avg Win, and Avg Loss all count trades this way. Realized P&L still counts every closing fill in the period, so closing one leg of a spread moves Realized P&L right away, while the trade itself isn't scored until its last leg closes.
- The date range tests the last close. A spread whose first leg closed in March and whose last leg closed in April counts toward April.
- If strategy grouping is unavailable, the Win Rate card's info icon says so, and each closed position counts as its own trade. On a very large book this can happen when your strategies don't fit in the same read as your trade history - see Large Trade Histories.
- The Avg Win and Avg Loss on Risk & Insights are per closing fill, so each leg of a spread counts separately there.
Charts
Equity curve
A time-series of cumulative realized P&L over the selected range. The curve resets to zero at the start of the range, so a 30-day view and a 90-day view tell different stories intentionally. The chart header surfaces three running totals for the range: Lowest Point, Peak Equity, and Current.
Performance
A bar chart of realized P&L grouped by month, with a Profitable Months
ratio (e.g. 4/6) in the header. Useful for seeing seasonality in your
returns.
Strategy breakdown
A horizontal bar chart of realized P&L by strategy type - vertical spreads, iron condors, long puts, and so on. The bars add up to the Realized P&L card. The header highlights the top three strategies by P&L, each with its count of closed trades and their win rate, counted the same way as the Win Rate card. A strategy can carry realized P&L before any of its trades has fully closed, in which case the tooltip reads No closed trades yet. See Strategies for how detection works.
Recent Trades
The Recent Trades table sits below the charts and lists the ten most recent trade executions matching the active filters, newest first. Each row shows the trade date, symbol, type (e.g. Buy to Open, Sell to Close), strike and expiration for option trades, quantity, price, and amount. Columns can be shown or hidden from the table's column picker. The table is otherwise read-only here - to filter, sort, or edit, jump to the Trades page.
A Share button in the page header generates a shareable performance card summarizing closed trades, P&L, win rate, avg win, avg loss, and the equity curve for the selected date range. See Sharing.
Empty states
The dashboard distinguishes "you have no trades" from "your current filters have no trades", because the fix is different:
- No trades at all - the page is replaced by a No Trading Data Yet screen inviting you to link a brokerage or add manual trades, with a link to this page. The date range and portfolio filter are hidden here, since no setting could bring anything into view.
- Nothing inside the current filters - the page keeps its header, both filters, and a No Trading Data card that names what's narrowing the view ("No trades in the last 7 days", "No trading data for this portfolio"). The card offers the matching reset: View All Time when a date range is applied, Clear Portfolio Selection when a portfolio filter is, and both when both are.
- Nothing narrowing the view, but you do have trades - the card offers View Trades instead, since the Trades page is where that history lives.