Organizing trades

Option Panel organises your trading around two complementary concepts: accounts and portfolios. Understanding the difference — and choosing a structure that matches the way you trade — is what keeps the Dashboard and the Portfolio Performance analytics meaningful.

Accounts

An Account is an operational unit. It typically corresponds to a real brokerage account, or a paper trading account that simulates one. Accounts are where orders are routed, fills are recorded, and balances live.

Portfolios

A Portfolio is a more conceptual grouping, usually tied to a specific strategy — iron condors, cash-secured puts, income trading, and so on. Portfolios are how you slice your performance analytics by strategy.

How they relate

The relationship between accounts and portfolios is flexible, and it is entirely up to you how you want to organise them:

• A single portfolio within one account.
• Multiple portfolios under the same account.
• The same portfolio across different accounts.

There is no right or wrong way to set this up — it is a matter of personal preference and how you like to structure your trading.

One practical guideline: keep each portfolio aligned with ONE strategy. The statistical ratios in Portfolio Performance are only meaningful when the trades they aggregate follow a consistent approach — mixing strategies in a single portfolio distorts the numbers.

Where to manage them

Portfolios are created and edited from User Settings — the Portfolios section lets you add a portfolio, name it, and assign it an identifying colour. Accounts are managed from the Trading accounts page.