Dashboard

The Dashboard is Option Panel’s main screen. It is divided into two parts that complement each other:

• Account Overview — the real-time financial snapshot of an account, including open positions, returns vs benchmark, equity curve, and drawdown.
• Portfolio performance — the historical performance of your closed trades, with strategy-level ratios (Profit Factor, Mathematical Expectation) and results broken down by underlying and portfolio.

A period selector at the top of every dashboard view (Max, YTD, 1M, 3M, 6M, 1Y) drives every chart and number on the page.

Overview and Account performance Balances, returns vs SPY, monthly returns, equity curve, drawdown, and open trades.

Portfolio performance Closed trades, win rate, P/L breakdown, ratios, results by symbol and portfolio.

Organizing trades Accounts vs portfolios: how to structure your trading so the analytics stay meaningful.

Understanding the ratios What each ratio means and how to use them to manage risk.