New Account

Welcome

It looks like this might be your first time here!

Before you can start adding position data to your ledger you will want to create at least one account name using the "Accounts" selector at the top (right) of the page. You can have one or more accounts, and each transaction entry is associated with an account you choose when entering the transaction. This allows you to keep trades in different accounts separate.

If you are restoring a previously-backed up ledger then you can proceed directly to the Settings page using the gear icon where you can reload saved data.

Check out the Info button at the top right for more details about the site and help.

First Account Added

Great! You just created your first account. You can now open your first position using the "Open New Position..." button above.

If you're importing data, head to Settings to reload your backup instead.

First Transaction Added!

Excellent! Your first transaction is now visible in the ledger table. Each column shows different details about your position, such as the symbol, open date, quantity, and premium.

You can customize which columns are displayed and their order by clicking the "Customize Columns" button in the toolbar above. Entries can be sorted according to Open date, expiration date, or other options by clicking directly on the column headers that have a sorting arrow to toggle sort preferences).

As you add more transactions, you can also use the filter options to narrow down the view.

To view more details of a transaction, simply click on the row in the table. This will display all the information about the position on the right side of the screen.

To edit a transaction, double-click on the row or use the "Modify" button after selecting it.