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See it in action

App screens

Real screenshots of PnlTrack — dashboard insights, trading journal, PnL per ticker and Finnish taxes.

Dashboard

Your dashboard reads your trades for you

Net P&L after fees, with dividends and interest included — then the system verdict: win rate, profit factor, expectancy, and automatic insights that spot the habits quietly costing you money: riding losers, tilt after a losing streak, one ticker draining the account.

app.pnltrack.com/dashboard
app.pnltrack.com/dashboard
Dashboard: net P&L, trading stats and automatic insights

Dashboard: net P&L, trading stats and automatic insights

  • Net P&L across accounts and currencies
  • Win rate, profit factor, expectancy, streaks
  • Insights — patterns found in your closed trades

Per ticker

See which strategy actually pays off

For every ticker, your realized PnL: realized result, collected premiums, fees and entry cost — all after fees. See at a glance which trades make money and which bleed capital.

app.pnltrack.com/ticker/AMD
app.pnltrack.com/ticker/AMD
Ticker view: AMD — wheel strategy, options and stock together

Ticker view: AMD — wheel strategy, options and stock together

  • Realized PnL, premiums and fees split out
  • Entry cost (Invested) and break-even
  • TradingView chart for stocks and options

Equity & drawdown

How deep it fell — and how fast it came back

Cumulative realized P&L over time, with the numbers a spreadsheet never gives you: max and current drawdown, time underwater and recovery factor. Deposits set the capital base, so drawdown is a % of what you actually had at risk.

app.pnltrack.com/dashboard
app.pnltrack.com/dashboard
Equity & Drawdown, with monthly P&L and income below

Equity & Drawdown, with monthly P&L and income below

  • Equity curve on realized results
  • Max, current and average drawdown
  • Time underwater and recovery factor

Trading journal

A trading journal that fills itself in

You tag each position with a pattern, strategy, direction and tier, plus its 1R risk — the trades themselves come from the broker. Result, % of portfolio, R-multiple, running accuracy and equity per row. The spreadsheet you used to keep, without the typing.

app.pnltrack.com/portfolio
app.pnltrack.com/portfolio
Portfolio journal: 52 option positions with pattern, strategy, 1R and R-multiple

Portfolio journal: 52 option positions with pattern, strategy, 1R and R-multiple

  • Pattern, strategy, direction — built in, plus your own tags
  • Risk per position (1R) and R-multiple
  • Entry, exit, days held, result and % of portfolio

By pattern & strategy

Which setups actually make money

Break results down by pattern, strategy, direction or any dimension you define — then cross them: win rate and P&L for every pattern × strategy pair. Breakouts in long stock pay, reversals in spreads don’t — now you know.

app.pnltrack.com/dashboard
app.pnltrack.com/dashboard
Dashboard: P&L by dimension and the pattern × strategy cross-matrix

Dashboard: P&L by dimension and the pattern × strategy cross-matrix

  • P&L by pattern, strategy and direction
  • Cross-matrix: win rate for every combination
  • Your own dimensions — session, setup, anything

Taxes

Your tax-return figures ready in spring

Finnish capital gains for Form 9, foreign dividends for 16B — deemed acquisition cost (20/40%) and ECB rates on the correct dates, all automatic. Ready figures, PDF and a step-by-step OmaVero guide.

app.pnltrack.com/tax
app.pnltrack.com/tax
Tax figures: capital gains, dividends, interest and fees — for your tax return

Tax figures: capital gains, dividends, interest and fees — for your tax return

  • Forms 9 and 16B ready
  • Deemed cost 20/40% automatically
  • ECB rate on the day of each trade

Portfolios

Organize trades into portfolios and tiers

Group positions into portfolios — wheel income, long-term core, speculative — each with its own target and tier sizing. Realized P&L, fill % and capital occupied at a glance.

app.pnltrack.com/portfolios
app.pnltrack.com/portfolios
Portfolios: realized P&L, target and fill across every sleeve

Portfolios: realized P&L, target and fill across every sleeve

  • Unlimited portfolios, each with a target
  • Tier-sized slots and capital fill %
  • Drill into any portfolio’s positions inline

Portfolio analytics

See which positions actually paid off

Each portfolio gets its own verdict: equity curve, accuracy over time, return and payoff ratio — plus the same pattern and strategy breakdown, the per-position scatter and your best and worst trades.

app.pnltrack.com/portfolio
app.pnltrack.com/portfolio
Portfolio view: equity curve, accuracy, return (R) and breakdown by dimension

Portfolio view: equity curve, accuracy, return (R) and breakdown by dimension

  • Equity curve, accuracy, return (R) and payoff ratio per portfolio
  • P&L by pattern, strategy and direction
  • Per-position scatter, best and worst trades

Trade history

Every trade tracked — with real P&L, not Excel

Auto-imported from Interactive Brokers, every round-trip is matched and priced: entry, exit, holding days and realized P&L per trade. Open positions sit right alongside closed ones — no spreadsheet, no manual matching.

app.pnltrack.com/ticker/AAPL
app.pnltrack.com/ticker/AAPL
Position history: closed round-trips and open legs, with P&L per trade

Position history: closed round-trips and open legs, with P&L per trade

  • Open and closed trades in one place
  • Realized P&L and % per round-trip
  • Auto-imported and matched from IB — no Excel

Your portfolio, always reconciled. Your taxes, sorted.

Your realized return on Interactive Brokers — fees, dividends, options and partial fills included. Automatic, no Excel. And in spring: your tax-return figures in minutes.

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