Trade Summary on Stock Details: Positions, Wheel Cycles & Similar Trades
How to open Trade Summary for a ticker, read portfolio nicknames, and use similar CC/CSP contract picks from your past legs.
What it is
Trade Summary is a left-nav tab on each ticker’s Stock Details page. It shows your Trade Tracker positions and wheel cycles for that symbol, then suggests similar CC/CSP contracts based on legs you’ve already run.
How to open it
- Click any ticker (screener, Discover, Top IV/IVR, Unusual Volume, Earnings or Dividend Calendar, GEX, Trade Tracker, etc.) to open Stock Details.
- In the left panel, choose Trade Summary — URL is
/stock/aapl/trade-summary(tabs use/stock/{symbol}/{tab}). - Use ← Back to … under the nav to return to the page you came from.
What you’ll see
- Open options & equity for the symbol across portfolios (broker nicknames when available).
- Net premium / wheel context from closed legs when you’ve journaled them.
- Similar trades — top CC and CSP picks near your prior strikes/expirations, with an Open screener shortcut.
Sign in and connect Trade Tracker (manual or broker sync) for live position data. Guests still see the layout and similar-trade empty states.
Next steps
- Journal or sync positions in Trade Tracker.
- Scan premiums on the same page via Options Heatmap.
Frequently Asked Questions
Where is Trade Summary on Stock Details?
Open any ticker’s Stock Details page, then choose Trade Summary in the left panel — or go to /stock/SYMBOL/trade-summary.
Why don’t I see my positions?
Trade Summary reads from Trade Tracker. Sign in, add or sync trades for that symbol, then refresh the page.
What are similar trades?
Similar trades are CC and CSP contract shortlists near strikes and expirations from your prior legs on that ticker. Use Open screener to expand the full screen.
How do portfolio names show up?
Labels prefer your account nicknames, then broker-reported names, then institution + account hints — so multiple brokerages don’t all read as “Brokerage.”