🚀 OptionScope 📊

Robinhood Options Performance Dashboard

Elevate Your Options Trading with Data-Driven Insights

Supercharge your Robinhood options trading strategy with data-driven insights! 🚀 The Options Trading Analysis Dashboard is a powerful web application designed for options traders who want to understand and improve their trading performance. By securely fetching your options trading data directly from Robinhood, this dashboard provides in-depth analytics, interactive visualizations, and a platform for you to reflect, take notes, and develop better trading strategies.

Whether you're a seasoned options trader or just getting started, this tool helps you:

• Analyze your trading history in detail.
• Visualize profit and loss trends over time.
• Identify your most profitable instruments and strategies.
• Keep track of your thoughts and strategies with integrated note-taking.

🌟 Features

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🔮 Update — Trade Replay

Click any dot on the Gain Ratio scatter (or the 🔄 button) to open the Trade Replay panel.

Learn why your best trades worked — and why your worst trades failed — by replaying any closed position against the stock chart with your exact buy and sell timestamps marked.

What Trade Replay shows you:

• Stock price chart at the finest available granularity (5-minute candles for recent trades, 1-hour for older ones) spanning your entire hold period — with ▲ BUY and ▼ SELL lines marked
• High-Low shaded band so you can see the full daily price range, not just close
• VIX overlay on the right axis — see if you entered when volatility (premium) was cheap or expensive
• Win/Loss Fingerprint — side-by-side comparison of your 2x+ gain trades vs your worst losses, showing top tickers, preferred option type, average DTE at entry, average hold time, and average P&L
• Top 15 wins and losses table — sortable by gain ratio, P&L, or hold time; click any row to replay that trade
• Similar trades — instantly see all your other positions on the same ticker and option type, with their outcomes
• News context — Yahoo Finance headlines for that ticker around your trade dates
• Trade Journal — four structured prompts (thesis, entry signal, exit reason, lessons) saved locally per trade so you can build a personal playbook over time

Key insight the fingerprint reveals: your winning pattern (2DTE short puts on TSLA/NVDA) vs your losing pattern (0DTE SPY puts) — the DTE difference is often the single biggest variable separating wins from losses.

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🔮 Update — P&L Calendar

Daily, weekly, monthly, and yearly P&L grids with green/red cells and dollar amounts. Click the view tabs above the bar chart to switch. Share any period on X with one click.

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🔮 Update — Chatbot

• Chatbot Integration: Interact with a chatbot to get quick answers and assistance on using the dashboard. Knows your data & plots.
  • Supports Anthropic Claude, OpenAI GPT-4o, and OpenRouter (free Llama models) — switch providers and paste your API key directly in the chat UI
  • Screenshots stored locally in backend/screenshots folder.

  

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• 📈 Secure Data Fetching: Log in with your Robinhood credentials to fetch your options trading history within a specified date range.
• 🏆 Comprehensive Analytics:
  • Total Profit/Loss calculations.
  • Win Rate and Total Trades overview.
  • Profit/Loss by Instrument: Identify which assets are driving your performance.
  • Profit/Loss by Option Type: Understand whether calls or puts are more profitable for you.
  • Revenue Analysis by Instrument.
  • Cumulative Profit/Loss Over Time: See how your P/L evolves.
  • Top Profitable and Loss-Making Trades: Learn from your best and worst trades.
• 📊 Interactive Visualizations: Utilize charts and graphs powered by Recharts for an intuitive analysis experience.
• 🗓️ Customizable Date Range: Focus your analysis on specific periods to see how strategies performed over time.
• 📝 Trading Notes:
  • Integrated note-taking section with Markdown support.
  • Export notes as Markdown files.
  • Save and load notes for continuous strategizing and refer back when needed.
• 💾 CSV Upload Option: Alternatively, upload your trading data via CSV if you prefer not to connect your Robinhood account.
• 💹 Responsive Design: Access the dashboard from desktop or mobile devices.

Feature	Status
Scatter plot with 855 trades, green/red coloring, and size scaling	✅ Complete
Win/Loss fingerprint view shown side-by-side	✅ Complete
Top 15 wins/losses table with sorting and clickable rows	✅ Complete
Stock chart with adaptive granularity (5m for recent trades, 1d for older trades)	✅ Complete
High-Low shaded band with Close price line	✅ Complete
VIX overlay with contextual interpretation	✅ Complete
BUY/SELL reference line markers	✅ Complete
News context with entry, exit, and broader trade bucketization	✅ Complete
Similar trades table for same ticker and trade type	✅ Complete
Trade Journal with 4 prompts and per-trade localStorage persistence	✅ Complete
Auto-load on mount when cached credentials are available	✅ Complete
Clickable ticker chips to filter the scatter plot	✅ Complete

Prerequisites

• Node.js (v14 or higher) -> 18.12.1
• Python (v3.6 or higher)
• Robinhood Account Credentials

🚀 Quick Start

1. Clone the repository:

   git clone git@github.com:Manojbhat09/optionscope.git
   

2. Install dependencies:

   cd optionscope
   pip install -r backend/requirements.txt
   npm run build
   npm install # make sure to use correct nodejs, 'nvm use 18.12.1' & 'npm audit --fix' 
   

3. Start the development server:

   npm start
   

4. Open your browser and navigate to http://localhost:3000

🚀 Elaborate Installing and Running the Flask Python Backend

Prerequisites:

• Python 3.7+ should be installed
• Pip (Python package manager) should be available

Steps:

1. Clone or Copy the Code

   • Place the backend code (the files you showed) in a directory on your machine.

2. Create a Virtual Environment (recommended):

   python3 -m venv venv
   source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install Python Dependencies:

   • You need to install Flask, Flask-CORS, pandas, numpy, robin_stocks, yfinance, python-dotenv, tqdm, pillow, requests (and possibly others).
   • The simplest way is to create a requirements.txt file or just run:

     pip install flask flask-cors pandas numpy yfinance robin_stocks python-dotenv tqdm pillow requests

   • If you already have a requirements.txt file, use:

     pip install -r requirements.txt

4. Set Up Environment Variables:

   • Create a .env file in your backend directory with the required variables, e.g.:

     REACT_APP_OPENROUTER_API_KEY=your_api_key_here
     

   • Replace your_api_key_here with your real key.
   • Or use export and put in ~/.bashrc

     export REACT_APP_OPENROUTER_API_KEY=sk-
     

5. Run the Flask App:

   cd backend
   python app.py

   • The server will run on http://127.0.0.1:5000/ by default.

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🟢 Using with Node.js (e.g., React, Next.js Frontend)

If you use nvm (Node Version Manager), you can update as follows:

nvm install --lts
nvm use --lts
node -v   # Should show v18.x, v20.x, etc.

Or, to get a specific version (example: v20):

nvm install 20
nvm use 20

• You do not "install" Python code with Node. Instead, you run your backend and frontend separately, and connect them via HTTP APIs.
• You can set up a Node.js frontend (React, Next.js, etc) in a separate folder, and call your Flask backend at http://localhost:5000/api/... endpoints.
  • For creating a React app:

    npx create-react-app frontend
    cd frontend
    npm start

  • Then, fetch data from your Flask backend using AJAX/fetch/axios in your React code.

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🔗 Summary Table

Part	How to install/run	Notes
Flask Backend	pip install ... then python app.py	Python 3, use a virtualenv, set .env
Node Frontend	npm install, npm start (if using)	Kept separate; frontend calls backend API

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🖥️ Usage

Fetching Data from Robinhood

1. Enter Credentials:

   • Username: Your Robinhood account email.
   • Password: Your Robinhood account password.
   • Start Date: The beginning date for your trading data.
   • End Date: The ending date for your trading data.

2. Fetch Data:

   • Click the "Fetch Data" button.
   • The app will securely authenticate with Robinhood and retrieve your options trading history.

Analyzing Your Trades

Once data is fetched:

• Summary Overview:

  • Total Profit/Loss: Net earnings from your trades.
  • Total Profit: Sum of all profitable trades.
  • Total Loss: Sum of all losing trades.
  • Win Rate: Percentage of trades that were profitable.
  • Total Trades: Number of trades made.

• Charts and Graphs:

  • Profit/Loss by Instrument: Bar chart showing P/L for each traded instrument.
  • Revenue by Instrument: Understand which instruments generate the most revenue.
  • Profit/Loss by Option Type: Pie chart comparing calls vs. puts.
  • Cumulative Profit/Loss Over Time: Line chart of your P/L progression.
  • Holding Period Analysis: Insights into the duration of your trades.

• Top Trades:

  • Top Profitable Trades: Review your best trades.
  • Top Loss-Making Trades: Identify and learn from your biggest losses.

Reviewing Individual Trades

Scroll down to view a detailed table containing all your trades, including:

• Activity Date
• Instrument
• Description
• Transaction Code
• Quantity
• Strike Price
• Price
• Amount

Trading Notes

• Edit Notes:

  • Click on "Edit" to modify your trading notes.
  • Notes support Markdown formatting for rich text features.

• Save Notes:

  • After editing, click "Save" to store your notes locally.

• Export Notes:

  • Click "Export as MD" to download your notes as a Markdown file.

• Reset or Clear Notes:

  • Reset to Default: Restore the original sample notes.
  • Clear Notes: Remove all notes.

Adjusting Data Range

• Use the row sliders to adjust the range of data analyzed.
• Date range and row numbers are displayed for clarity.

Uploading CSV Data (Optional)

• Click on "Upload CSV" to select and upload a CSV file containing your trading data.
• The CSV should have columns similar to those fetched from Robinhood.

Security Notice

• Credentials Usage:

  • Your Robinhood username and password are used only to fetch your trading data.
  • Credentials are not stored on any server or sent to any third party.
  • Data fetching happens over secure connections directly with Robinhood's API.

• Data Privacy:

  • All fetched data is processed locally on your machine.
  • No trading data is uploaded or stored externally.

• Important:

  • Always ensure you trust the application before entering your credentials.
  • Review the source code if in doubt, particularly backend/app.py and backend/get_rh_options_app.py.

🔮 Future Features

We're constantly working to improve the Options Trading Analysis Dashboard. Here are some exciting features on our roadmap:

• 🤖 AI-powered trade recommendations based on historical performance
• 🌐 Integration with multiple brokers beyond Robinhood
• 📱 Mobile app for on-the-go analysis
• 🔔 Real-time alerts for potential profit-taking or loss-cutting opportunities
• 🧠 Machine learning models to predict option price movements
• 🗂️ Custom tagging system for categorizing and filtering trades
• 🔄 Backtesting functionality to simulate strategies on historical data
• 👥 Social features to share and compare trading strategies (anonymously)

Roadmap

• Integration with Other Brokers: Support for TD Ameritrade, E*TRADE, etc.
• Advanced Analytics: Add more metrics like Sharpe ratio, volatility analysis.
• Real-Time Data: Incorporate live data feeds for real-time strategy testing.
• Cloud Deployment: Options to deploy the dashboard on cloud platforms.

🤝 Contributing

We welcome contributions from the community! If you'd like to contribute, please:

1. Fork the repository
2. Create a new branch for your feature
3. Commit your changes
4. Push to your branch
5. Open a pull request

• Bug Reports & Feature Requests: Open an issue on GitHub.
• Pull Requests: Feel free to fork the repository and submit pull requests.
• Feedback: Your feedback helps improve the tool for everyone.

📜 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgements

• Robinhood API for providing access to trading data
• React for the frontend framework
• Flask for the backend server
• Recharts for beautiful, responsive charts

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Happy trading! 📈💰 May your options always be in the money!