P&L History Tracker (Robinhood, Tradier, IBKR & Fidelity)

Description

Track your Robinhood, Tradier, IBKR, and Fidelity options and stock trading P&L with detailed analysis SHORT DESCRIPTION Track your broker's (Robinhood, Fidelity, Tradier, IBKR) trading P&L with a rich dashboard — candlestick calendar, per-day analytics pie charts, open positions, multi-chart timelines, and smart buy/sell matching. Does: 📊 Interactive Calendar with Daily P&L Cells 🥧 Per-Day Analytics: Profit/Loss Pie, Win Rate, Profit Factor, Streak 📈 Open Positions with Symbol, Expiry, and Quantity 🕯️ Daily, Monthly & Yearly P&L Timeline Charts 🔍 Ticker Search — Match Buys & Sells by Symbol 💾 Smart Session Caching for Fast Reloads Doesn't: ❌ Does NOT access your account credentials ❌ Does NOT make trades or touch your money ❌ Does NOT send data to external servers ❌ Does NOT work on mobile apps ❌ Does NOT always show right data, it could be wrong if data format or broker change how it passes data. Developed by Pranay Raj Kyatham https://linkedin.com/in/pranayraj09 https://pranaykyatham.com/ ================================================================================ DETAILED DESCRIPTION What This Extension Does P&L History Tracker automatically analyzes your trade history on Robinhood, Fidelity, Tradier, or Interactive Brokers and gives you a full P&L dashboard — right in your browser tab. ────────────────────────────────────────────────── 🏦 Multi-Broker Support ────────────────────────────────────────────────── • Robinhood — intercepts live API calls; stocks & options • Fidelity — GraphQL-based history with exact-lot matching (ignores RSU Grants) • Tradier — full paginated order history • Interactive Brokers (IBKR) — portal order history ────────────────────────────────────────────────── 📊 Rich Calendar View ────────────────────────────────────────────────── • Each day cell shows P&L with a subtle color gradient • Green border = profitable day · Red = losing day · Blue = buy-only day • Hover any cell for an instant tooltip: trades count, open buys, profit-only, loss-only, total P&L • Weekly P&L summary column on the right • Previous / Next month navigation • Navigating back to the current month auto-selects today ────────────────────────────────────────────────── 🥧 Per-Day Analytics Panel ────────────────────────────────────────────────── • Animated donut chart: one slice per trade, sequential reveal • Hover a slice → tooltip showing symbol, invested, buy/sell legs, return % • NET P&L · return % centered inside the ring • Profit / Loss split with amounts and percentages • Win Rate semi-circular gauge • Profit Factor gauge (gross profit ÷ gross loss) • Daily P&L Streak: wins count, losses count, cumulative sparkline ────────────────────────────────────────────────── 📈 Open Positions ────────────────────────────────────────────────── • All open trades with symbol, quantity, average price, and cost basis • Option positions display in human-readable format: "PLTR 140 Call 06/18" • Collapsible section — auto-expands when viewing today, collapses for past dates ────────────────────────────────────────────────── 📉 Timeline Charts ────────────────────────────────────────────────── • Single chart panel with Daily / Monthly / Yearly pills • Line segments colored green/red by ending cumulative P&L • Dots colored by individual trade sign • Animated left-to-right reveal on load • Auto-switches to Daily when you click a date, to Monthly when you change months ────────────────────────────────────────────────── 🔍 Ticker Search ────────────────────────────────────────────────── • Search any symbol to see all matched buy/sell pairs • FIFO matching per instrument — stocks and options shown in separate sections • Still-open buys listed at the bottom • Per-pair card: buy date, sell date, qty, price, P&L, return % ────────────────────────────────────────────────── 📋 Per-Day Trade Detail ────────────────────────────────────────────────── • Click any calendar date to see trades for that day • Expandable accordion per trade: matched buy lot(s) with date, qty, price + sell date + option expiry • Multi-lot sells show "avg · N lots" tag when FIFO consumed multiple buys • Separate "Bought" section: open buys on that day not closed same day • RSU / Plan sales shown in their own "RSU stock — ignored" section (not in P&L) ────────────────────────────────────────────────── 🧮 Smart P&L Matching ────────────────────────────────────────────────── • Options: FIFO with Fidelity exact-quantity preference • Stocks: LIFO with Fidelity exact-quantity preference • Exact-lot match tried first → then FIFO/LIFO fallback • RSU tickers (all buys $0 cost) excluded from P&L totals automatically • Tracks matched buy lots per realized trade for full traceability ────────────────────────────────────────────────── 🎨 Dashboard & UX ────────────────────────────────────────────────── • Dark and Light theme toggle • All font weights tuned for readability; dimmed text hierarchy • Compact calendar with instant hover tooltips (no OS delay) • Animated candlestick loading screen while fetching • Top-edge launcher tab — draggable horizontally, hides when dashboard opens • Close via × button, Escape key • Date filter on header to scope all P&L from a specific start date ────────────────────────────────────────────────── 💾 Privacy & Data ────────────────────────────────────────────────── • All processing happens in your browser — nothing leaves your device • Trade data cached in session storage (cleared when tab closes) • No external API calls, no servers, no accounts, no analytics ────────────────────────────────────────────────── What This Extension Does NOT Do ────────────────────────────────────────────────── ❌ Does NOT access your account credentials or passwords ❌ Does NOT make trades, buy, sell, or transfer funds ❌ Does NOT send any data to external servers ❌ Does NOT work on mobile broker apps ────────────────────────────────────────────────── ⚠️ Important Limitations ────────────────────────────────────────────────── • Depends on each broker's current API/webpage structure — broker updates may temporarily break functionality • P&L calculations use FIFO/LIFO matching and may not match your broker's exact tax lot method • Always verify important numbers with your broker's official statements and tax documents • Not affiliated with Robinhood Markets, Fidelity, Tradier, or Interactive Brokers ────────────────────────────────────────────────── Support ────────────────────────────────────────────────── Found a bug or have a suggestion? Leave a review — we read all feedback and release updates regularly. Not financial advice. Use official broker documents for tax reporting. Developed by Pranay Raj Kyatham https://linkedin.com/in/pranayraj09 https://pranaykyatham.com/

Details & SEO