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Your Portfolio

Your positions at your broker, with their math and your own rules on the positions they fit.

Connect your broker. Your Portfolio lists what you hold and checks the rules you set against current prices. Open an option structure for its breakevens and paths.

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EXMP is a made-up symbol, and every position shown is made up.

TwiceOver⌕ New analysis

Your Portfolio

Schwab · read-only
synced 09:41 ET
Net liq$86,420 Open P/L+$1,006
PositionP/L open
EXMPCovered call
300 sh · −3 Oct 16 50 C
+$1,662+13.3% open
Option target 60% · reached
Expiry Oct 16 · 24d
Run the EXMP analysis
EXMBPut debit spread
2 × Oct 16 64/58 P
−$128−24.6% open
Expiry 21 days · approaching
Expiry Oct 16 · 24d
Run the EXMB analysis
EXMF
120 sh @ $71.40
−$744−8.7% open
Stock max loss −15% · not met
Earnings Nov 3 · 42d
Run the EXMF analysis
EXMCCash-secured put
−1 Nov 20 30 P
+$42+31.1% open
Option target 60% · not met
Expiry Nov 20 · 59d
Run the EXMC analysis
EXMTShares · ETF
200 sh @ $22.15
+$174+3.9% open
Stock target 25% · not met
Run the EXMT analysis
Ordered by your rules — reached first. Every row opens that position ›Edit rules ›

Informational, not investment advice. You decide.

Illustrative example with made-up positions.

What you see when you connect

Your Portfolio becomes your home the moment the connection completes. Positions are grouped under each symbol, and option legs sit under their named structure, such as a covered call or a vertical spread. Each row shows its open P/L and the next date that matters to it — an option's nearest expiry or the underlying's next earnings date, whichever comes first. Positions that have reached one of your rules come first. The header shows net liquidation value and the open P/L across your book.

Every view shows when we last synced with your broker. Prices come from live market quotes and update on their own, apart from that sync.

EXMPCovered call
300 sh · −3 Oct 16 50 C
+$1,662+13.3% open
Option target 60% · reached
Expiry Oct 16 · 24d
Run the EXMP analysis
Illustrative example with made-up positions.

Every holding has its own page

A position's page shows its legs, breakevens, max profit, max loss and open orders. Your rules sit beside those figures, checked on current prices.

Your Portfolio › EXMPSchwab · read-only · synced 09:41 ET

EXMPCovered call

300 sh · −3 Oct 16 50 C
Expiry Oct 16 · 24d
+$1,662
+13.3% open
mark $48.30
PositionRulesScenariosPathsRun the EXMP analysis
Your covered call
+$2,000$0−$1,000loss at expiryprofit at expirybreakeven+$2,460$50.00$41.80

Above $50.00 the shares are called away, so the line goes flat — the gain stops there.

Legs, the math, and your open order

PositionQtyOpenMark
EXMP shares30044.2048.30
Oct 16 50 C−32.400.96
Net$12,540.00 debit
Max profit+$2,460.00
Max loss−$12,540.00 at $0.00
Breakeven$41.80
CollateralObligates delivering 300 sh at $50.00 if assigned.
Open order: GTC buy-to-close 3 Oct 16 50 C @ $0.80, working since Sep 14 — covered call.
Your rules
Edit rules ›
0fires● Option target 60% · callreached +60%◐ Expiry 21 · callapproaching 24 DTE○ Stock target 25% · sh+9.3%○ Stock max loss −15% · sh0%

Every rule you have set that applies here, on one shared axis — left is where it stood when you opened, right is where it fires.

Illustrative example with made-up positions.

Your rules, checked on current prices

You set up to five rules for your whole account, and you can change them at any time. Each rule applies to one kind of position.

  • Stock profit target: a gain, as a % of what you paid.
  • Stock max loss: a loss, as a % of what you paid.
  • Option profit target: a gain, as a % of the debit you paid or the credit you received.
  • Option max loss: a loss, as a % of the debit you paid or the credit you received.
  • Days to expiry: a number of days left on an option.

Each position shows every rule that applies to it as reached, approaching or not met. On a covered call, the option target reads against the call's premium, and the stock target against the shares.

Example: say you sell an EXMP covered call for $2.40 and set a 60% option profit target. When the call is marked at $0.96, the rule shows as reached.

Your rules · EXMP covered call
Edit rules ›
0fires● Option target 60% · callreached +60%◐ Expiry 21 · callapproaching 24 DTE○ Stock target 25% · sh+9.3%○ Stock max loss −15% · sh0%

● reached · ◐ approaching · ○ not met. The option target reads against the call’s $2.40 credit; the stock target and max loss against the shares’ $44.20 cost.

Illustrative example with made-up figures.

Scenarios: your position at two other prices

For an options structure, Scenarios show it at one price above today's and one below. Each price is a level that matters to the position: its breakevens come first, then its own strike, then the nearest of the 50- and 200-day averages and the 52-week high and low. Every scenario shows the structure's P/L at that price, at its expiry.

Your scenarios
If it rises to $50.00 (the short strike):
Covered call — is already at its +$2,460.00 maximum — nothing above $50.00 changes it.
If it falls to $41.80 (breakeven):
Covered call — P&L would be $0.00 at its Oct 16 expiry.
More levels like these are in the EXMP analysis ›
Illustrative example with made-up figures.

Paths: what you could do next, with the math

For each options structure, Paths lays out up to four choices: make no change, close, reduce or roll. Roll keeps the same strikes and moves to the next standard expiry. Each choice comes with its math, starting with what making no change means for the position. They appear in the same order on every position.

Your paths
Covered call
$50.00 strike · 24 days · 60% of credit captured
If unchangedYou keep the $720.00 credit if EXMP holds below $50.00 through Oct 16. Obligates delivering 300 sh at $50.00 if assigned.
If closedBuying the calls back at $0.96 mid costs $288.00 and locks +$432.00 of the credit before costs. The 300 shares stay open, uncapped.
If reducedEach contract you close locks +$144.00 before costs and frees 100 sh from the $50.00 cap.
If rolledRolling out holds your covered call’s strike, extending to Nov 20 for a net credit of $95.00 per contract. Your breakeven drops to $40.85.
Illustrative example with made-up figures.

Our analysis on anything you hold

Every row and every position page offers to run our analysis. It opens on its own page: three projected prices, with Voices, insiders and the largest options trades on the plans that include them.

How our analysis works →

EXMPCovered call
300 sh · −3 Oct 16 50 C
+$1,662+13.3% open
Option target 60% · reached
Expiry Oct 16 · 24d
Run the EXMP analysis
EXMP analysis · its own page · up to thirteen sections
Illustrative example with made-up positions.

Brokers you can connect

You sign in with the login you already have at your broker.

  • Interactive Brokers
  • Schwab
  • Fidelity
  • Robinhood
  • E*Trade
  • tastytrade
  • Webull
  • Vanguard

List updated Aug 14, 2026

How your broker connects

TwiceOver reads your positions, balances and open orders through SnapTrade (SOC 2 Type II). You approve the connection with your broker's own login.

Illustrative diagram.

FAQ

Questions, answered plainly

Does opening Your Portfolio use up analyses?

No. Your Portfolio comes with every plan, and you can open it as often as you like. An analysis counts only when you press Analyze.

How soon does a new trade show up?

That depends on how quickly your broker reports it to us. Every view shows when we last synced.

Can I connect more than one brokerage?

No. Each TwiceOver account connects one brokerage.

Do I need a paid plan?

No. Your Portfolio works the same on every plan, including Free.

See your own positions, with your rules checked on the ones they fit.

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