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TastyTrade Analytics Dashboard

Track and analyze your trading performance with this simple dashboard. Simply upload your TastyTrade YTD CSV file to see your trading stats, P&L charts, and performance metrics. And worry not about privacy - all data is processed locally in your browser.

💖 Support the Project

If you find this tool helpful, consider supporting its development:

Buy Me A Coffee GitHub Sponsor

Your support helps maintain and improve this free, open-source tool!

🔒 Privacy

All data processing occurs entirely in your browser. No data is uploaded to any external servers:

  • CSV files are processed locally using PapaParse
  • Visualizations are rendered client-side using Plotly.js
  • No tracking or analytics are implemented

📊 Features

  • Cumulative P&L tracking over time
  • Monthly P&L distribution analysis
  • Individual trade performance metrics
  • ROI analysis and visualization
  • Trade holding period distribution
  • P&L distribution analysis
  • Win rate statistics by holding period
  • Position size vs. ROI correlation
  • Comprehensive summary statistics including:
    • Total P&L
    • Win rate
    • Average win/loss
    • Biggest gain/loss
    • Average ROI
    • Max ROI
    • Average hold time
    • Best trading month

🚀 Usage

  1. Export your YTD transaction data following the official guide: Where do I Download My Year To Date (YTD) Data

  2. Visit https://wozniakpawel.github.io/tastytrade-dashboard/

  3. Click "Upload YTD export file" and select your exported CSV file

💻 Technical Details

Built with:

  • Plotly.js for interactive data visualization
  • PapaParse for CSV parsing
  • Lodash for data manipulation
  • Pure JavaScript for data processing
  • Responsive CSS Grid layout

🤝 Contributing

Contributions are welcome! Feel free to open issues or submit pull requests.

📄 License

MIT License (see LICENSE file for details)

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Analytics dashboard for tastytrade year-to-date csv export files

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