Portfolio Dashboard Overview

the portfolio dashboard is your real time command center in option circle here, you can track strategy performance, manage active positions, monitor risk exposure, and receive ai driven insights—all from one place dashboard features section description strategy overview displays your active strategies, budget allocations, and overall profit/loss (p/l) metrics live positions view all open trades across strategies and agents in real time alerts & notifications instant updates on stop loss triggers, trade entries, and system events risk & allocation see your exposure by delta, gamma, theta, and vega, as well as how your capital is allocated managing open positions stay in control of your trades—whether you're letting agents run or stepping in manually ✅ tools you can use adjust targets – modify stop loss or take profit levels manual overrides – pause agents or close positions manually roll or hedge – roll expiring options to new dates or add protective hedges when volatility spikes 🧠 pro tip manual actions are always logged, so you can track changes even in automated workflows 💡 ai powered insights each day, option circle’s ai reviews your portfolio and surfaces suggestions to help you optimize 🔍 insight categories ai insights – smart commentary based on your strategies and risk levels portfolio alignment – feedback on diversification and position sizing strategy ideas – suggestions for new bots or themes based on your current setup risk analysis – red flags or over concentration alerts example “your current allocation favors income consider adding a speculative strategy for balance ” my portfolio snapshot (example) 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 deployed budget $392,000 00 strategies active 17 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% 📊 use the “adjust investment profile” panel to rebalance or test different mixes 📋 strategy list & performance (sample) 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 search, filter, and manage strategies in real time, with performance and risk dashboards for each one 🧮 my open positions (live feed) track contracts like tsla puts , spy calls , crypto options entry/exit prices unrealized p/l trade status and signal logic easily filter by ticker or agent name, and manage with a single click ✅ summary the portfolio dashboard brings all your strategies, trades, and risk metrics together in one place—so you can automate with confidence, intervene when needed, and always stay in control