Understanding the Dashboard

The dashboard is your home base. It shows a high-level snapshot of your trading performance. Total Profit — the sum of all profits and losses across your campaigns. Use the filter buttons (YTD, 6M, 3M, 1M, All) at the bottom of the card to see different time periods. Each card filters independently. Capital at Risk — the total capital currently tied up in your active campaigns. For credit spreads this is the spread width times quantity times 100. Win Rate — the percentage of your closed campaigns that ended with a profit. A campaign counts as a "win" if its total profit is zero or above. Campaigns Card — shows how many campaigns are currently active vs closed. Recent Campaigns — a quick-access table showing your 5 most recent campaigns with their ticker, strategy, status, profit, and capital. For deeper analysis, visit the Analytics page from the navigation bar. Analytics provides interactive charts, metric breakdowns (profit, premiums, fees, ROI, win rate, capital), ticker filtering, and a top tickers table — all filterable by time period.