Reports

The dashboard answers "where do I stand". Reports answers "what have I done" — every transaction across every campaign in one ledger, sliced however you like.

Time frames

Week, Month, Year or All time, plus a < period > navigator that walks back through every period since your earliest transaction. Weeks start on Monday. Your choice of time frame is remembered per browser.

Group by

• Transactions — one row per trade: date, campaign, portfolio, strategy, action, instrument, quantity, price and realized P/L. This is the audit view: what happened, in order.
• Campaigns — one row per campaign: last activity, number of trades and realized P/L for the period. This is the scoreboard: which ideas are paying.

Filters

The filter modal has checkbox groups for portfolio, strategy and underlying. Leaving a group empty means "no restriction", not "nothing" — so an untouched filter shows everything. The underlying list refreshes to the symbols actually present in the selected period, which keeps it short.

Combinations worth knowing:

• One strategy, All time, grouped by campaign — is the wheel actually earning more than the PMCCs?
• One portfolio, Year — the number you need per account.
• One underlying, All time, grouped by transaction — the complete story of everything you have ever done on that ticker, across campaigns.

The equity curve

Cumulative realized P/L across whatever the filters have selected, in date order. It moves only when something closes, so a month of collecting premium on positions still open reads as flat and then steps up when they expire. That is correct, and it is worth remembering before reading a plateau as a bad month.

Reading the numbers here

• Reports are realized only. Open positions are not marked to market here — the dashboard and the campaign pages are where unrealized P/L lives. A period's total is money the trades actually produced.
• Instruments are shortened. AAPL for stock, AAPL 200C 7/17/26 for options, with the full contract in the tooltip.
• Sort any column; the default is newest first.
• All filtering, grouping and sorting happens in your browser after a single fetch, so switching views is instant.