Overview and Account performance
The Dashboard is Option Panel’s main screen. It gives you a complete view of your trading performance, divided into two sections: the account-level overview and performance covered on this page, and Portfolio Performance.
Accounts vs portfolios
Section titled “Accounts vs portfolios”Before diving in it helps to keep the two concepts straight:
- An Account is an operational unit. It typically corresponds to a real brokerage account, or a paper trading account that simulates one.
- A Portfolio is a more conceptual grouping, usually tied to a specific strategy — iron condors, cash-secured puts, income trading, and so on.
The relationship is flexible and entirely up to you. You can keep a single portfolio per account, run multiple portfolios in one account, or use the same portfolio across different accounts. There is no right or wrong way to set this up.
Period selector
Section titled “Period selector”In the top-right corner you will find the period selector: Max, YTD, 1M, 3M, 6M, 1Y. Every piece of data and every chart in the dashboard updates automatically based on the period you pick.
Account Summary
Section titled “Account Summary”The first section is Account Summary — a financial snapshot of the account.
| Field | Meaning |
|---|---|
| Initial Net Value | Net value of the account at the start of the selected period. |
| Deposits and Withdrawals | Any capital movements made during that period. |
| Result (P/L) | Profit or loss from your trades over the period. |
| Current Net Value | The account’s net value right now. |
| % CAGR | Compound Annual Growth Rate — normalises your return so it is comparable across time periods. |
| % Max Drawdown | Largest peak-to-trough decline the account has experienced — a key risk indicator. |
Reconciliation warning
Section titled “Reconciliation warning”A warning triangle next to Result means a reconciliation gap has been detected. In other words, the result recorded in your broker account does not exactly match the sum of trades registered in Option Panel.
This usually happens for one of two reasons:
- The broker applied charges or credits that Option Panel does not track (interest, fees, dividends).
- Trades were opened or closed directly on the broker’s platform, outside of Option Panel.
To keep your data clean and your analytics reliable, always trade through Option Panel.
Returns vs Benchmark and Monthly Returns
Section titled “Returns vs Benchmark and Monthly Returns”To the right of Account Summary, the Returns vs Benchmark chart compares the account’s performance against the SPY ETF as a market reference. Below it, Monthly Returns shows your month-by-month performance; toggle between Table and Chart with the buttons in the section header.
Equity Curve and Drawdown
Section titled “Equity Curve and Drawdown”Two additional charts further down:
- Equity Curve — the evolution of the account’s net value over time. A steady upward line is the goal.
- Drawdown — declines from each relative peak; helps you understand both the depth and the duration of losing periods.
Open Trades
Section titled “Open Trades”The Open Trades panel gives you a snapshot of currently open positions: total number of trades, how many are winners and how many are losers, and the combined P/L across all of them.
Multi-account view
Section titled “Multi-account view”If you have more than one account in Option Panel, the selector at the top of the page lets you view the dashboard in aggregate or filtered by a specific account.
What’s next
Section titled “What’s next”The second part of the dashboard is covered in Portfolio performance.
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