The Platform

Browser-Based. Runs Privately On Your Network.

Position Exposure
Every position. Every account. One chart. — Real-time PnL exposure across all your IBKR accounts, stacked and sorted. Click any bar to drill in instantly.
Portfolio PnL
Portfolio PnL & Net Liq — All Accounts
Account Exposure
Account Exposure
Vol Scenario
Vol Scenario
Expiry
Expiry
Underlying PnL Charts
Underlying PnL Charts
Reports
Reports
Position Heat Map
Position Heat Map
Quotes
Quotes

Excel And Dashboard

Excel Exposure Data Excel Vol Scenario Analysis

Create Your Own Views in Excel

  • Built from the ground up as a primary tool in the platform
  • Receives all data sent to the Dashboard
  • Subscribes to all accounts automatically
  • Simple, powerful, table-based real-time formulas to access all data
  • No code, no macros — just formulas
  • Over 100 data fields at account, portfolio, underlying, and position levels
  • Understand the effects of implied volatility and underlying price movement on PnL, Greeks, and other metrics
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OptionsRealTime Dashboard

Design Your Ideal Dashboard

  • Display Excel sheets and Dashboards on multiple monitors and even computers simultaneously
  • Saveable custom themes, fonts, colors, and per-panel settings
  • Drag, resize, and position any panel
  • Name, save, and switch Dashboard and panel views
  • Keyboard shortcuts for precision adjustments
  • Auto-layout tools for quick alignment
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Dashboard Panels

Quote Tiles Quote Layout Editor

Quote Tiles That Fit How You Trade. Switch Views in One Click.

  • Aggregate metrics per underlying
  • Flexible layout tool to arrange fields, rows, and columns
  • Save views by underlying group—flip from tech stocks to ETFs instantly
  • Drag to reorder, tiles rearrange automatically
  • Maximize any tile to full panel or full dashboard
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Portfolio & Underlying Visualization

PnL Charts

Watch Your PnL Move with Price

  • Track aggregated PnL alongside underlying price throughout the day
  • All underlyings, all accounts — live mini charts in one view
  • Click any chart to expand full screen and zoom/pan
  • Configurable time windows: 1m, 5m, 15m, 30m, 1h and more
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Exposure Chart

What Happens If Vol Spikes and Price Drops? Now You'll Know.

  • Model combined volatility and price shocks per underlying
  • Scenario-test implied volatility at Market, 10%, 25%, 50%, or 75% and observe the effects on PnL and Greeks
  • Shift any underlying from -20% to +20%
  • Over 70 metrics: PnL, Greeks, value, intrinsic/extrinsic, notional, contract counts, and more
  • Toggle between IBKR-reported values and modeled scenarios
  • Pareto curve shows where your risk concentrates
  • Right-click any bar to drill into that position or underlying instantly
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Vol Scenario Chart

See How Your Portfolio Responds to Market Moves

  • Visualize any metric across price moves from -20% to +20%
  • Five IV curves: Market, 10%, 25%, 50%, 75%
  • IBKR reference marker validates model against real values
  • More than a dozen metrics: Delta, Gamma, Theta, Vega, PnL, extrinsic value, and more
  • Zoom, pan, and explore
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Expiry Chart

See How Positions Contribute to Risk Over Time

  • See how metrics such as PnL, Theta, Extrinsic Value change over time and where clustering occurs
  • More than a dozen metrics
  • Plot by underlying or entire portfolio
  • Total, Calls, Puts, Long/Short, ITM/OTM breakdowns
  • Zooming and panning
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Portfolio Time Series

Portfolio PnL Chart

Track Profits and Losses Through the Day

  • Portfolio-level PnL and Net Liq through time — all accounts simultaneously
  • Individual account breakdowns below the portfolio view
  • Configurable time windows: 1m to 24h
  • Zooming and panning
  • Axis and title label font sizing, line color, and other custom settings
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Reports

Reports

Risk by Underlying or Expiration. Every Combination.

  • Over 100 fields in any order
  • Group by underlying or expiration
  • Filter by any combination of underlying, security type, position direction, or expiration
  • Detail and summary views — toggle instantly
  • Visual customization: zoom, row height, grid styling, alternating row colors, and more
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Position Heat Map

Position Heat Map

See Every Position. Across Every Account. At a Glance.

  • Visualize all positions by account as a heat map
  • Color intensity reflects metric magnitude — instantly spot outliers
  • Switch between any metric: PnL, Theta, Delta, Vega, and more
  • Click any position for full detail
  • Histogram view available for distribution analysis
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Data Tables

Data Tables

Foundational Streaming Data

  • Over 350 data fields across four real-time tables: Security, Exposure, Portfolio, and System
  • Security: per-position detail with full Greeks
  • Exposure: aggregated Greeks per underlying
  • Portfolio: over 100 metrics including Greeks, PnL, value, and notional
  • System: data streaming health and diagnostics
  • Sortable, configurable columns
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Infrastructure

Rover Connection Watchdog Rover Portfolio Monitoring

Rover, The Watchdog That Keeps Your Data Flowing

  • Monitors all your TWS connections in one place
  • Automatically reconnects when TWS drops
  • Live connection health at a glance
  • Choose from over 100 portfolio metrics, combined across all accounts
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