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
Shares, options, and cash across all your accounts, in one number you can break down.Today's change only shows with all accounts selected
LiveGroup positions however you think about them. Each Book gets its own results.A Book's return over time needs daily account values
LiveSame dates, deposits taken out, same yardstick.Not adjusted for risk, and no ranking
LiveCash in each account, minus what's set aside for puts you've sold.
LiveResults5 of 5 live
Click a result and get the dated trades that made it.
LiveStarting value, money in or out, your result, ending value.Needs a saved account value within a week of each date
LiveMoney you've locked in and gains still on paper are never added together.
LiveIf a result rests on an assumption, it says so.
LiveEvery row, downloadable.Not a tax document
LiveOptions4 of 5 live
The put, the assignment, every call and the exit, with your real cost after premiums.
LiveBoth shown, clearly labeled, never mixed up.
LiveWhen a wheel earns less than the floor you set. Blank until you set one.
LiveYour past trades sorted by the risk you took.Uses today's bands, not the ones you had at the time
LiveDelta, 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
NextStocks5 of 6 live
Your position, value, gains, Books, every trade, and your notes.
LiveWhat the shares you sold would be worth if you'd kept them.A running "as of today" figure is not built yet
LiveWhich purchase a sale paid for. Basis suggests the match from the dates; you confirm it.
LiveStraight from your broker's own report.Yearly totals, not by date
LiveProfit per round trip, win rate and how long you held.
NextWhy you own something, what would change your mind, and when to look again.
LiveAllocation and rules5 of 5 live
How far each category and stock is from your target, in points and dollars.
LiveCore, satellite, speculative, or names of your own.
LiveYour biggest position, biggest category, and top five, as a share of the total.Limits and tolerance bands can't be saved yet
LiveYour market conditions, today's VIX, your cash target, and how much cash you could put to work.The VIX is 15 minutes delayed
LiveEach 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
LiveWhat's coming0 of 3 live
Why you made a trade, saved at the moment you made it.Notes on a company, stamped with the price, are live
NextThe gap between your rules and what you actually did, in dollars.
Not yetHabits across your own history.
Not yet