Portfolio Dashboard Overview

track learn optimize all in one place the portfolio dashboard is your real time control panel in option circle it gives you full visibility into your automated trading strategies, open positions, performance metrics, and risk—helping you make better decisions without emotional interference why it matters option circle turns complexity into clarity unified view monitor all strategies, agents, and trades from one place automation in action see how your agents behave in live market conditions ai insights (coming soon) learn how to rebalance or improve risk exposure educational value learn from real execution and portfolio behavior—not just theory “you’re not just trading you’re building a smarter, more disciplined portfolio ” key dashboard components strategy overview see each live strategy, with performance, allocation, and current status educational note strategies in option circle are structured playbooks each one governs its own agents, which execute rules you've defined (or selected from the marketplace) agent execution feed real time visibility into how each agent is entering and exiting trades rolling or hedging adjusting to volatility or signals learning insight agents help enforce discipline you’ll start to see patterns—how different rules perform in real markets and how signals like rsi or macd work across market regimes ai powered insights (coming soon) option circle’s ai analyzes your portfolio and flags key areas of improvement rebalance suggestions risk concentration alerts thematic & diversification ideas new strategy recommendations pro tip think of this like a digital advisor it won't react emotionally—it will show you where you might be overexposed or missing key opportunities managing open positions action description adjust targets update your stop loss or profit targets in real time pause agents temporarily suspend automation without removing the strategy close position exit a trade manually if the market shifts or your conviction changes roll or hedge extend expiring trades or add protection during volatility control tip you’re always in charge agents automate—but you can override when necessary portfolio snapshot metric value total portfolio value $952,188 87 allocated capital $400,000 00 total p/l +64 43% (6 68% ytd) cash available $560,188 87 unrealized gains $294,475 86 strategies active 17 interpretation tip having cash available allows flexibility to deploy into dips or new strategies—don’t aim for 100% deployment strategy allocation breakdown strategy type capital allocation % income $94,058 82 23 51% speculative $282,176 47 70 54% aggressive $423,264 71 105 82% unallocated $399,500 00 0 00% balance tip avoid overconcentration in speculative or aggressive buckets blend with income or defensive strategies for smoother risk adjusted returns strategy list and performance strategy name p/l trades status buy write spy 0dte $45,872 1 active macd crypto+ daily bear $18,750 1 active rscalls $13,066 1 active bitcoin options macd bull $2,340 1 active ma daily bull scalping $12,407 1 active educational tip click into any strategy to review its agent setup, execution logic, and individual trade history this helps you spot which styles work best in different market regimes open positions feed your live feed of all positions—filterable by ticker, strategy, or agent track entry and current prices live and cumulative p/l execution status (waiting, filled, exited) trigger source (e g , volatility spike, rsi signal, strategy rebalance) learning in real time watching how agents react teaches you how different indicators (macd, iv rank, dte) behave under pressure learn as you automate every feature of the portfolio dashboard is designed to help you build skill through experience, not just observation let agents execute your ideas learn by tracking how each rule unfolds adjust, adapt, and optimize over time beginner tip start in paper trading or with a small allocation observe performance before scaling final takeaway the portfolio dashboard is more than a control panel—it’s a learning lab, an execution engine, and a discipline coach all in one watch your strategies evolve learn how smart automation works manage risk with confidence intervene when needed—but only when needed