Dashboard

Overview of your entire account and trading activity.

IBKR Status
Last Sync: —
Realized P/L$0All time
Account Value—Cash + marked securities
Available Cash—After CSP collateral
Cash Secured$0Open CSP collateral
Unrealized P/L$0Open marked positions

Active Positions

Open options positions across all wheel tickers.

0 open positions
TypeTickerContractsStrikeExpirationCost (Total)MarkMarket ValueUnrealized P/LDays Left
No active positions yet.

Account Performance Analytics

Performance metrics across all tracked trading activity.

No realized exits yet

Assignments by themselves are not treated as realized returns. Metrics use completed imported activity and current brokerage state.

Individual Wheels

Every ticker gets its own wheel. Select one to see its positions, shares, performance, and history.

0 wheels
No wheels yet. Import a brokerage CSV to build wheel history automatically.

Other Positions

Non-wheel stock, long-option, short-stock, and other brokerage activity is kept separate from Wheels.

0 tickers
No non-wheel brokerage activity yet.

Cash Management

Enter your current brokerage cash once; future OptionBlobs activity updates it automatically.

Not tracking
Tracked cash balance — Enter your current brokerage cash once. Future OptionBlobs trades will update it from that point forward.
Reserved for CSPs$0.00
Available cash—
Assigned share value$0.00
Tracked account value—
Recent cash movements
Cash tracking has not been started.

All Positions

Manage option exits, assignments, share inventory, and call-away events.

TickerStrategyContractsStrikePremiumExp.StatusBasis / BEActions

Completed Events

History of expired, assigned, and called-away trades.

No completed events yet.
Open wheel options0Current CSP and covered-call positions
Other open positions0Non-wheel brokerage exposure
Historical events0Deduplicated imported history
Tracked cash—Latest brokerage cash snapshot
Data source

Brokerage Sync

OptionBlobs is configured around CSV-based brokerage imports. Use Import Data to manage the connected statement folder.

Storage

Local-first Portfolio

Imported portfolio state and reconciliation history stay in this browser. Raw brokerage CSV files are read locally.

Local storage
Reporting

USD Display

Native transaction currencies are retained for reconciliation while OptionBlobs normalizes monetary reporting to U.S. dollars.

USD

Import Brokerage Data

Link a local brokerage export so OptionBlobs can read your positions and trades without brokerage login credentials.

Local-first
Select your broker

Choose a broker below. More broker formats can be added here later without changing the rest of OptionBlobs.

+
More brokers Fidelity, Schwab, Robinhood and others
Coming soon