Changelog

Latest Changes
2025-10-01 (v1.0.4)
  • Updated the capital card on the portfolio details page to mirror the account page for more consistency.
2025-09-23 (v1.0.3)
  • Updated report filter to set start date at the beginning of month for useful results.
2025-09-18 (v1.0.2)
  • Option profits now show correctly for every trade type — no more negative signs when you made money!
  • Capital in use is consistent across the app: CSPs use strike collateral, and long options (puts/calls) use the premium at risk.
  • Tooltips and the Open Positions table only show "open premium" when it applies (CSPs and covered calls).
  • Account Summary totals now include puts and calls properly for accurate roll-ups.
  • Small polish and copy tweaks for clarity.
HL Financial StrategiesTrade Tracker

A lightweight dashboard for tracking wheel and options trades.

© 2025 HL Financial Strategies — For educational purposes only. Not financial advice.

Version: v1.0.4