Dashboard
Total Portfolio (CAD)
$0.00
Total Portfolio (USD)
$0.00
Total Cash (CAD)
$0.00
Total Cash (USD)
$0.00
YTD Account Performance
| Account Name | Type | Current Value | YTD P/L | YTD RORC | ARORC |
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Company Roster
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Ticker
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Company
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Exchange | Industry | Wonderful |
Research Score
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Anti-Fragile
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Actions |
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Account Balances
Stock Trades
| Account | Ticker | Open Date | Shares | Avg Price | Cost Basis | Actions |
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Option Trades
| Date | Ticker | Strategy | Strike | Premium | Contracts | Expiration | Status | Actions |
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0DTE SPX Trading
0DTE Trading Configuration
Risk Management & Position Sizing
Contracts = floor(Total Profit / (Strike Width × 100))Uses Rolling Profit Window above. Capped at Max Contract Limit below.
Contracts = floor((Balance × Max Loss %) / (Strike Width × 100))Capped at Max Contract Limit below.
Default Entry Parameters
Exit Rules
Account Settings
⚠️ MONTHLY EXPIRATION WARNING - DO NOT TRADE TODAY
Today is Thursday before the 3rd Friday of the month
Critical Risk: SPX options that appear to be 0DTE today are actually MONTHLY options that expire TOMORROW MORNING AT MARKET OPEN (not 4:15 PM today).
Why This is Dangerous:
- Overnight Risk: Your position would carry significant overnight exposure
- Gap Risk: Market can gap significantly overnight and you have no ability to manage
- Max Loss Potential: Could realize full max loss before market opens
- No Ability To Manage: Positions CLOSE at tomorrow's open, and there is no ability to adjust/manage overnight.
🛑 ACTION REQUIRED: Avoid all SPX 0DTE trades today. Resume normal trading tomorrow (Friday) with true 0DTE options.
Key Metrics
P/L Trend (Last 50 Trades)
Recent Trade History (Last 7 Days)
This Week (Mon-Fri)
$0.00
0 trades
Week Start
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Monday
Week End
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Friday
| Date | Strategy | Entry | Exit | Credit | Contracts | P/L | Status |
|---|---|---|---|---|---|---|---|
| Loading trades... | |||||||
Statistics by Day of Week
⚠️ MONTHLY EXPIRATION WARNING - DO NOT TRADE TODAY
Today is Thursday before the 3rd Friday of the month
Critical Risk: SPX options that appear to be 0DTE today are actually MONTHLY options that expire TOMORROW MORNING AT MARKET OPEN (not 4:15 PM today).
Why This is Dangerous:
- Overnight Risk: Your position would carry significant overnight exposure
- Gap Risk: Market can gap significantly overnight and you have no ability to manage
- Max Loss Potential: Could realize full max loss before market opens
- No Ability To Manage: Positions CLOSE at tomorrow's open, and there is no ability to adjust/manage overnight.
🛑 ACTION REQUIRED: Avoid all SPX 0DTE trades today. Resume normal trading tomorrow (Friday) with true 0DTE options.
SPX Price
Open Position
Active Positions
0 open| Entry | Strategy | Contracts | Call Spread | Put Spread | Credit | Commission | Actions |
|---|---|---|---|---|---|---|---|
| Loading active trades... | |||||||
Ready to Start Trading
No active positions yet. Use the Quick Entry Form below to enter your first trade.
Quick Entry Form
BEARISH: Call Spread ($5 wide)
BULLISH: Put Spread ($5 wide)
Closed Positions Today
Trade Journal
Utilities
Option Tax Transform
Transform option transaction CSV files for tax reporting. Groups transactions by underlying symbol and merges buy/sell lines.
How to Use:
- Export your option transactions from your broker as CSV
- Upload the CSV file using the button below
- The tool will transform and download the processed file
Expected Input Format (Click to expand)
Your CSV should have this structure:
Transaction History[TAB]Header[TAB]Date[TAB]Account[TAB]Description[TAB]Transaction Type[TAB]Symbol[TAB]Quantity[TAB]Price[TAB]Price Currency[TAB]Gross Amount[TAB]Commission[TAB]Net Amount Transaction History[TAB]Data[TAB]2025-01-31[TAB]U***13773[TAB]MSFT 18JUL25 390 P[TAB]Sell[TAB]MSFT 250718P00390000[TAB]-2[TAB]12.4[TAB]USD[TAB]2480[TAB]-1.49[TAB]2478.51 Transaction History[TAB]Data[TAB]2025-01-24[TAB]U***13773[TAB]NVDA 07FEB25 138 P[TAB]Sell[TAB]NVDA 250207P00138000[TAB]-1[TAB]1.69[TAB]USD[TAB]169[TAB]-1.06[TAB]167.94
Note: [TAB] represents a tab character. Most broker exports use tabs to separate columns.
Historical Account Balances
Track account balances over time for portfolio performance analysis and growth charts.
Add Historical Balance
CAD per 1 USD
USD Balance
Recent Historical Balances (Last 24 Entries)
| Date | Account | Currency | Amount | Rate | USD | CAD | Actions |
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No historical balances yet |
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Edit Historical Balance
CAD per 1 USD
USD Balance
Dividend Repository
Automatically fetch and track dividends for all your stock holdings from 2026 onwards. Uses a dual-API approach: Polygon.io (Massive) for US stocks and EODHD as automatic fallback for Canadian stocks (.TO, .V).
API Coverage & Limitations
Polygon.io (Massive) - Primary
- US stocks (NYSE, NASDAQ, AMEX)
- 250 requests/day free tier
- Weekly, monthly, quarterly dividends
- No Canadian stock support
EODHD - Automatic Fallback
- Canadian stocks (TSX, TSXV)
- Tickers ending in .TO or .V
- 1 year dividend history
- Activated when Massive returns 0
Processing Time: ~4-5 minutes for full portfolio (12.5 second delay between tickers to respect rate limits)
Important: Do not trigger multiple fetches in quick succession. If you receive rate limit errors (HTTP 429), wait at least 1 minute before retrying.
Fetch Dividends
This will check all your stock holdings for dividend payments since January 1, 2026. The system will:
- Try Polygon.io (Massive) first for all tickers
- Automatically fallback to EODHD for Canadian stocks
- Only include dividends from 2026 onwards
- Store results in global dividend repository
- Deduplicate tickers to minimize API calls
| Ticker | Ex-Date | Pay Date | Amount/Share | Frequency | Actions |
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No dividends found yet. Click "Fetch Dividends" to start. |
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Fetch History Logs
No fetch history yet
Edit Dividend Entry
Date when stock trades without dividend
Date when dividend is paid (optional)
Date of record for dividend eligibility (optional)
Date when dividend was declared (optional)
Dividend amount in dollars (e.g., 0.1234)
Expected number of dividend payments per year