Tool guide
My Portfolio
Your open book priced live: equity curve, allocation, per-position risk, and a dividend tracker that shows what your held payers pay you and whether they're cheap against their own yield history.
Open the tool →What it is
Your open book priced live. Everything you have logged in the journal, marked to market: equity curve, allocation, per-position risk, and a dividend tracker for the payers you hold.
What you see
- Equity curve: Account value over time, so drawdowns are visible as shape rather than as a single red number.
- Allocation: Where the capital actually sits. Concentration you did not intend is the most common thing this surfaces.
- Per-position risk: What each line is currently risking, not what it cost you.
- Dividend tracker: What your held payers actually pay you, and whether each is cheap or expensive against its OWN yield history — a 4% yield means something different for a name that normally pays 2% than for one that normally pays 6%.
How to use it
- Check allocation before adding, not after. The position that breaks an account is usually the fourth correlated one, and it never feels like a new risk at the time.
- Read the dividend panel's yield-vs-history as a valuation hint, not a buy signal. A yield well above its own range often means the market is pricing in a cut — see dividend safety.
- Positions here are marked live, so unrealized numbers move during the session. Judge decisions against your plan, not against an intraday mark.
It reflects what you logged. This is built from your journal entries, so it is exactly as complete as your logging is. A position you never recorded is not in the risk picture.
Concepts used here
- Return on capitalWeekly premium collected divided by collateral at risk — the income metric for put sellers.
- Dividend safetyA rating of how reliably a company can sustain its dividend through downturns.
- AssignmentWhen a short put expires in the money and you are required to buy 100 shares at the strike.