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Net liquidating value
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Last broker sync:
Mix against target
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Cash on hand
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Cash in the account.
System health
Advice
Trade cards waiting for your yes or no. Other advice arrives in a later update.
Research
Past experiments and what they found.
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Legacy
The old screens, unchanged.
Session context
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Auto-approval
—AI approval queue
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Theta Settings
Trade performance
Export for Claude Export CSVClosed round-trip trades with realized P/L (net of fees), their original thesis, and entry/exit conditions. Use the breakdowns to see what works — and when to exit.
Closed trades
Backtest
End-of-day replay of the screening engines over archived option chains. Fetch history for your symbols first, then launch a run.
Looking for a past result that is not in this run list?
The indexes every study this repository holds a record of - replays, one-off harnesses, offline models and written analyses - with what each one reported and where the record lives.
Historical data
| Symbol | From | To | Sessions | Und. bars | Stats |
|---|
VIX: —
↳ Fetch will backfill gaps for every stored symbol — the Symbols box is empty.
LEAPS roll premise — reads the LEAPS store; no run slot, no trade
Window and contract shape come from the fetch dates above and the server defaults (0.80 moneyness, 300–750 DTE entry, 90-DTE roll).
| Symbol | Entry premium | Burn | Spread | Fees | Rolls | Coverage |
|---|
Fetch history ▸
Purge archived data ▸
New run
Free cash and the wheel's reserve accrue the risk-free rate, shown as its own Cash interest card — inside equity, never inside P/L. Off replays every historical run byte-identically. This models an account that also holds a T-bill sleeve: the broker pays ~0% on an idle balance, so earning the rate means buying bills — a share lot, which leaves the option book's capital base.
Core holding (long index leg — off by default)
Buys a long position at the run's start with the given share of starting NLV, and marks it every session alongside the engines' overlay. The two legs are reported separately and never summed into a strategy result. Leave the allocation blank for an ordinary overlay-only run.
Blank symbol uses the benchmark (SPY). A symbol needs stored bars covering the window — the run refuses loudly rather than starting short. Trend-gated holds only while the symbol closes above its own 200-session average, applies every change at the NEXT session's close, charges 10 bps a side on each switch, and earns the run's risk-free rate on stand-aside cash. Check Mode on the finished run's Core holding card before reading a gated number.
This run only — settings overrides (cleared after each run)
Applied to the settings this run freezes. Your live Theta settings are not changed, so an A/B never alters live trading while it runs. Leave blank to replay the saved settings. Only keys the selected engine exercises are listed — the fields below are rendered from the server's override catalog, so the bounds shown are the ones the run will be validated against.
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Runs use theta's CURRENT saved settings (Theta tab), frozen at start — plus any per-run overrides above, which apply to the run only.
Runs
Compare two runs
Depth and duration, computed on the serverChoose the run you are asking about (subject) and the run to measure it against (comparison). Every difference below is subject minus comparison. Nothing here ranks, scores or calls either run better.
The lists hold the 20 most recent runs — not the whole history. Any retained run, however old, can be added by its ID.
Research catalog
Every study this repository holds a record of, searchable. Read-only: the catalog is a committed file, edited by a pull request, never by this app.
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More filters
Prospective journal — collection health (EXP-COND-4, and the blocked Vertex comparison EXP-COND-3)
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