PTFOL
Initializing…
PTFOL
v3
Local
⬇ Export
⬆ Import
+ Upload CSV
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Drop Tastytrade CSV or click to upload
Equity Options · Futures Options · Futures — equities and money movement filtered out
ROWS
0
DATE RANGE
—
CHAINS
0
OPEN POSITIONS
0
REALIZED P&L
—
✕ Clear
Period
YTD
1M
3M
6M
1Y
2Y
ALL
Custom:
–
Overview
Open Positions
Closed Trades
Transactions
Calendar
Analytics
Cumulative P&L (Net of Fees)
Monthly P&L
Strategy Mix (P&L Contribution)
Win Rate by Strategy
Top Underlyings by P&L
Daily P&L Calendar
Click for full view
Open Chains
Underlying
Strategy
Type
Legs
Realized P&L
Opened
Days
Rolls
Open Legs
Closed Trades
All Strategies
All Results
Win
Loss
Underlying
Strategy
Type
Legs
Opened
Closed
Days
Rolls
P&L
P&L %
Ann. P&L %
Result
Transaction Log
All Types
Trade
Receive Deliver
All Instruments
EQ Option
Fut Option
Future
Date
Type
Instr
Symbol
Underlying
Action
Qty
Price
Value
Comm
Fees
Total
Strike
Expiry
C/P
Daily P&L Calendar
Drawdown
Rolling 30-Day Sortino
Rolling 30-Day Sharpe
Trade Duration (Days Held)
📈
Connect your portfolio
Upload a Tastytrade transaction CSV to get started. Data is stored locally in your browser — nothing leaves this device.
1
Tastytrade:
Account → History → Export CSV
2
Click
Upload CSV
above — upload daily or whenever you trade. Duplicates are auto-skipped.
3
Use
⬇ Export
any time to save a portable JSON backup of all your data.
4
On a new device or after a reset, use
⬆ Import
to restore from a backup file.
Upload Tastytrade CSV