Portfolio performance

This page covers the second part of the Option Panel Dashboard: the Portfolio Performance section.

Unlike Overview and Account performance, which reflects your account’s real-time situation including open positions, Portfolio Performance focuses exclusively on closed trades. It is the section that best lets you evaluate the historical performance of your strategies.

Portfolio filter

A filter at the top of the section lets you select which portfolios are included in the analysis.

Closed Trades

The first metric is Closed Trades: the total number of closed trades, broken down into winners and losers, both in absolute numbers and as percentages. It is a direct measure of your win rate.

Profit and Loss

The Profit and Loss panel breaks down the financial result of those trades: total P/L, the cumulative amount from winning trades, the cumulative amount from losing trades, and the average per trade for each.

Ratios

The Ratios panel collects statistical metrics that go well beyond a simple profit-and-loss figure — and that are particularly valuable for evaluating options strategies rigorously.

Examples:

• Profit Factor — compares gross gains to gross losses.
• Mathematical Expectation — how much you can expect to gain or lose on average per trade.

These give a much more complete picture of your strategy’s robustness than P/L alone.

One portfolio at a time

For the ratios to be calculated correctly, select a single portfolio in the filter above. Mixing trades from different strategies distorts the results and makes them statistically meaningless.

Results by Symbol and Results by Portfolio

Two bar charts at the bottom:

• Results by Symbol — cumulative result of your closed trades grouped by underlying asset.
• Results by Portfolio — the same, grouped by portfolio or strategy.

Together they let you identify at a glance which underlyings and which strategies contribute most to your overall performance.