Features · as of 2026-10-23

What Basis does today, and what’s still coming.

23 live, 3 next, 2 not yet. This page is updated first whenever something changes.

Portfolio and Books4 of 4 live

What everything is worth

Shares, options, and cash across all your accounts, in one number you can break down.Today's change only shows with all accounts selected

Live
Books you name

Group positions however you think about them. Each Book gets its own results.A Book's return over time needs daily account values

Live
Compare your Books fairly

Same dates, deposits taken out, same yardstick.Not adjusted for risk, and no ranking

Live
Cash you can actually use

Cash in each account, minus what's set aside for puts you've sold.

Live

Results5 of 5 live

See what's behind any result

Click a result and get the dated trades that made it.

Live
Start to finish

Starting value, money in or out, your result, ending value.Needs a saved account value within a week of each date

Live
Closed and open kept apart

Money you've locked in and gains still on paper are never added together.

Live
Unconfirmed results are flagged

If a result rests on an assumption, it says so.

Live
Export to CSV

Every row, downloadable.Not a tax document

Live

Options4 of 5 live

The whole wheel as one story

The put, the assignment, every call and the exit, with your real cost after premiums.

Live
Premium return vs. whole-cycle return

Both shown, clearly labeled, never mixed up.

Live
Stalled wheels flagged

When a wheel earns less than the floor you set. Blank until you set one.

Live
Results by delta, days to expiry and VIX

Your past trades sorted by the risk you took.Uses today's bands, not the ones you had at the time

Live
Greeks when you open and close

Delta, gamma, theta, vega, IV, IV rank and the VIX when you open; delta and IV when you close.Only for trades opened on a connected account while the price feed is up. It's been patchy since June 2026, and older or uploaded trades don't have it

Next

Stocks5 of 6 live

One page per company

Your position, value, gains, Books, every trade, and your notes.

Live
Should you have held?

What the shares you sold would be worth if you'd kept them.A running "as of today" figure is not built yet

Live
Where the money went

Which purchase a sale paid for. Basis suggests the match from the dates; you confirm it.

Live
Realized gains by tax year

Straight from your broker's own report.Yearly totals, not by date

Live
Swing trade results

Profit per round trip, win rate and how long you held.

Next
Your thesis, with a check-back date

Why you own something, what would change your mind, and when to look again.

Live

Allocation and rules5 of 5 live

Your categories and targets

How far each category and stock is from your target, in points and dollars.

Live
Risk tiers

Core, satellite, speculative, or names of your own.

Live
How concentrated you are

Your biggest position, biggest category, and top five, as a share of the total.Limits and tolerance bands can't be saved yet

Live
Cash strategy

Your market conditions, today's VIX, your cash target, and how much cash you could put to work.The VIX is 15 minutes delayed

Live
Checking each trade against your rules

Each trade judged by the rule you had when you opened it.Judged on delta and days to expiry at entry; the earnings window isn't checked yet

Live

What's coming0 of 3 live

Notes while you trade

Why you made a trade, saved at the moment you made it.Notes on a company, stamped with the price, are live

Next
What breaking your rules cost

The gap between your rules and what you actually did, in dollars.

Not yet
Patterns in your trading

Habits across your own history.

Not yet