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Time Windows
The time window selector in the Portfolio Overview filters almost every metric in the app. Understanding how it works prevents misreading your numbers.
| Window | Date range |
|---|---|
| 7 Days | Last 7 calendar days |
| 30 Days | Last 30 calendar days |
| 90 Days | Last 90 calendar days |
| YTD | January 1 of the current year to today |
| All Time | Full CSV history |
| Metric | Windowed? |
|---|---|
| Realized P&L | ✅ Yes |
| Realized ROR | ✅ Yes (uses windowed P&L) |
| Capital Efficiency | ✅ Yes (uses windowed P&L and window days) |
| Div + Interest | ✅ Yes |
| Capital Deployed | ❌ No — always shows current open positions |
| Margin Loan | ❌ No — always shows current cash balance |
| Account Age | ❌ No — always shows full history |
| Campaign cards | ❌ No — campaigns always show full lifetime |
| Closed trades table | ✅ Yes — filtered by close date |
Capital Efficiency is an annualised return figure:
Cap Efficiency = (Window P&L ÷ Capital Deployed ÷ Window Days) × 365 × 100
Short windows (7 or 30 days) will produce dramatically higher or lower annualised rates than your true long-run figure. A great week can show 200%+ annualised. A bad week can show deeply negative. This is mathematically correct but should be interpreted with caution.
The All Time window gives the most reliable Capital Efficiency reading.
The Portfolio Overview shows a comparison between the current window and the prior equivalent period. For example, with a 30-day window selected, it compares the last 30 days against the 30 days before that, showing absolute and percentage deltas for each metric.
The window filters on the transaction date stored in the CSV (UTC). For options, this is the trade execution date. For equity sales, this is the settlement date as recorded by TastyTrade.
FIFO equity P&L in a window only includes sales whose execution date falls within the window. The cost basis for those sales is still calculated from the full history — a sale in the 7-day window will correctly use a purchase cost from 6 months ago.