Roadmap

• Free IBKR Activity Statement CSV analysis for up to 31 calendar days per file, without sign-in. Pro supports longer statements.
• One upload powers both performance charts and the daily P/L calendar.
• P/L, win rates, commissions and trade details, with heuristic labels for Iron Condors, Credit Spreads, Cash-Secured Puts, Covered Calls and long options.
• Shared date filters: this week, this month, year to date and custom dates.
• Separate currency dashboards for charts and calendar, with commission currencies preserved. No exchange-rate conversion or combined currency total.
• Sample data to try the dashboard, Google sign-in and saved CSV analysis history for signed-in users.

• Connect one IBKR account through a read-only Flex Query. No broker password or trading access required.
• Import up to one year of initial trade history, subject to the history available from IBKR, then add new reports daily.
• History-import progress, automatic retries for temporary failures and clear status when your attention is needed.
• Open synced trades in the same charts and calendar dashboard. Reporting covers previous days; it is not a live market feed.
• Optional weekly P/L email reports, with verification, opt-in and unsubscribe controls.
• Encrypted Flex credentials, minimized broker data storage and a disconnect option that deletes synced data.
• Monthly Pro checkout and subscription management. See current plans.

Options grouping uses heuristics and should be checked against your statement. Flex sync currently imports trade data; it does not provide a complete cash, dividend or tax report.

• Export analysis as PDF or CSV.
• More precise spread classification and broader options detection, including straddles, strangles and Poor Man's Covered Calls.
• Dividend and cash-income reporting, beyond the dividend-stock classification available in supported CSV statements.
• Optional exchange-rate conversion for a combined portfolio view.

These are directions we are considering, with no promised release dates. Feedback from traders will shape the order.