Alpaca Enhanced Dashboard

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{{ collapsedSections.positions ? '▶' : '▼' }} Current Positions ({{ positions.length }})

Cash Invested

${{ formatNumber(totalDeposited) }}

Portfolio Value

${{ formatNumber(account.portfolioValue) }}

Overall P&L

{{ (account.portfolioValue - totalDeposited) >= 0 ? '+' : '' }}${{ formatNumber(account.portfolioValue - totalDeposited) }} ({{ totalDeposited > 0 ? (((account.portfolioValue - totalDeposited) / totalDeposited) * 100).toFixed(2) : '0.00' }}%)

Portfolio Risk

${{ formatNumber(portfolioRisk.totalRisk) }}

Call Risk

${{ formatNumber(portfolioRisk.callRisk) }}

Put Risk

${{ formatNumber(portfolioRisk.putRisk) }}

Stock On Hand

${{ formatNumber(portfolioRisk.equity) }}

Cash On Hand

${{ formatNumber(portfolioRisk.cash) }}

Total Collateral

${{ formatNumber(portfolioRisk.totalCollateral) }}

View Margin Details Click for details ›

Symbol	Qty	Avg Entry	Re-entry	Exit	Value	P&L	P&L %	Side	Actions
{{ opp.icon }} {{ alert.icon }} ✓ -	{{ formatNumber(position.qty) }}	${{ formatNumber(position.avgEntryPrice) }}	${{ formatNumber(getReentryPrice(position)) }} -	${{ formatNumber(position.currentPrice) }}	${{ formatNumber(position.marketValue) }}	${{ formatNumber(position.unrealizedPl) }}	{{ formatPercent(position.unrealizedPlpc) }}%	{{ position.side }}

No positions available

{{ collapsedSections.orders ? '▶' : '▼' }} Recent Orders ({{ orders.length }})

Time	Symbol	Side	Type	Qty	Limit	Filled	Avg Price	Status	Action
{{ formatDate(order.createdAt) }}	-	{{ order.side }}	{{ order.orderType }}	{{ formatNumber(order.qty) }}	{{ order.limitPrice ? '$' + formatNumber(order.limitPrice) : '-' }}	{{ order.filledQty ? formatNumber(order.filledQty) : '-' }}	{{ order.filledAvgPrice ? '$' + formatNumber(order.filledAvgPrice) : '-' }}	{{ order.status \|\| 'Unknown' }}	-

No orders found. Click "Sync All Data" to fetch orders from Alpaca.

{{ collapsedSections.activities ? '▶' : '▼' }} Recent Activities ({{ activities.length }})

Date	Type	Symbol	Side	Qty	Price	Net	Status
{{ formatDate(activity.date) }}	{{ activity.activityType }}	-	{{ activity.side }} -	{{ activity.qty ? formatNumber(activity.qty) : '-' }}	{{ activity.price ? '$' + formatNumber(activity.price) : '-' }}	{{ activity.netAmount ? '$' + formatNumber(activity.netAmount) : '-' }}	{{ activity.orderStatus }} -

No activities available

Total Portfolio Risk

${{ formatNumber(portfolioRisk.totalRisk) }}

Call Risk

${{ formatNumber(portfolioRisk.callRisk) }}

Put Risk

${{ formatNumber(portfolioRisk.putRisk) }}

Cash Available

${{ formatNumber(portfolioRisk.cash) }}

Total Collateral Required

${{ formatNumber(portfolioRisk.totalCollateral) }}

Risk by Underlying Symbol

No positions to analyze

Total: ${{ formatNumber(item.totalRisk) }}

Stock Position: {{ formatNumber(item.stockQty) }} shares @ ${{ formatNumber(item.stockPrice) }}

${{ formatNumber(item.stockValue) }}

Call Options (Risk: ${{ formatNumber(item.callRisk) }})

{{ call.side.toUpperCase() }} {{ Math.abs(call.qty) }} contract(s) @ ${{ formatNumber(call.strike) }} strike Current: ${{ formatNumber(call.currentPrice) }}

✓ Covered ({{ Math.abs(call.qty) * 100 }} shares) ⚠ Partially Uncovered ({{ (Math.abs(call.qty) * 100) - item.stockQty }} shares naked)

Put Options (Risk: ${{ formatNumber(item.putRisk) }})

{{ put.side.toUpperCase() }} {{ Math.abs(put.qty) }} contract(s) @ ${{ formatNumber(put.strike) }} strike Current: ${{ formatNumber(put.currentPrice) }}

Collateral Required: ${{ formatNumber(put.strike * Math.abs(put.qty) * 100) }}

Total Collateral Required:

${{ formatNumber(item.collateral) }}

Risk Calculation:

Call Risk (Covered): Profit/loss if stock is called away at strike price
Call Risk (Uncovered): Estimated loss using 50% of current price (unlimited risk)
Put Risk: Loss if assigned to buy at strike when current price is lower
Total Risk: Call Risk + Put Risk + Cash Available
Collateral: Capital required to be set aside for short put assignments

Search / Change Symbol

{{ result.symbol }}

${{ formatNumber(result.currentPrice) }}

Current Position: {{ orderForm.currentQty }} {{ orderForm.currentSide }} | Current Price: ${{ formatNumber(orderForm.currentPrice) }}

Order Type

Quantity

{{ (orderForm.symbolInfo && orderForm.symbolInfo.isOption) ? 'Contracts' : 'Shares' }}

Limit Price

Order Summary

Side: {{ orderForm.side.toUpperCase() }}

Quantity: {{ orderForm.quantity }} {{ (orderForm.symbolInfo && orderForm.symbolInfo.isOption) ? 'contracts' : 'shares' }}

Limit Price: ${{ formatNumber(orderForm.limitPrice) }}

Estimated Value: ${{ formatNumber(calculateOrderValue()) }}

⚠️ This will close your {{ orderForm.currentSide }} position

No margin data available

Scenario	Projected Equity	Requirement	Utilization %	At Risk
{{ s.name }}	${{ formatNumber(s.projectedEquity) }}	${{ formatNumber(s.projectedRequirement) }}	{{ s.projectedUtilizationPercent }}%	{{ s.atRisk ? 'YES' : 'NO' }}

💼 Account Details

{{ collapsedSections.positions ? '▶' : '▼' }} Current Positions ({{ positions.length }})

{{ collapsedSections.orders ? '▶' : '▼' }} Recent Orders ({{ orders.length }})

{{ collapsedSections.activities ? '▶' : '▼' }} Recent Activities ({{ activities.length }})

Portfolio Risk Breakdown

Risk by Underlying Symbol

{{ item.underlying }}

{{ orderForm.action === 'close' ? 'Close Position' : (orderForm.side === 'buy' ? 'Buy Order' : 'Sell Order') }}

Margin Scenarios