Options P&L dashboard

Options P&L Dashboard

YieldDock gives investors a clearer way to review options P&L, realized income, open trades, closed trades, and strategy performance across accounts.

YieldDock dashboard

Options income

$18.4K

Stocks

$1.04M

Dividends

$2.6K

Realized options P&L
Open options view
Closed trades view
Premium collected
Strategy-level reporting
Covered call performance
Cash-secured put performance
Multi-account visibility

Problem

Options P&L can be difficult to understand when open positions, closing trades, premiums, assignments, and stock legs are reported separately.

How YieldDock helps

YieldDock organizes open options, closed trades, realized income, premium, stocks, dividends, and strategy performance into one dashboard.

Example workflow

Start with portfolio-level P&L, then review strategy pages to compare covered calls, cash-secured puts, long options, and closed trades.

Realized options P&L

Open options view

Closed trades view

Premium collected

Strategy-level reporting

Covered call performance

Cash-secured put performance

Multi-account visibility

Built for tracking, planning, and review

Review realized options income.
Track open option exposure.
Compare strategy performance.
Monitor closed trades by date range.

Frequently asked questions

What is an options P&L dashboard?

An options P&L dashboard helps investors review profit and loss from options trades, including open positions, closed trades, premiums, and realized income.

Does YieldDock track realized income?

YieldDock is designed to help investors review realized income and closed trade performance.

Does YieldDock provide investment advice?

No. YieldDock provides tracking and reporting only.

Explore YieldDock with sample data first.

YieldDock is for education, tracking, and planning only. It does not provide personalized financial advice or place trades.