Atlas Portfolio
View automated portfolio analytics, trade performance, and per-symbol win rates.
Atlas Portfolio is Tiblio's automated portfolio tracking system. It simulates trades based on screener recommendations, tracks performance using end-of-day data, and gives you a clear picture of how strategies perform over time.
How Atlas Works
Atlas runs three automated jobs every day:
| Time (ET) | Job | What It Does |
|---|---|---|
| 3:00 AM | Open Trades | Opens new positions from the screener's top recommendations |
| 6:00 PM | Update P&L | Checks end-of-day prices, closes winners and losers that hit targets |
| 6:30 PM | Calculate Stats | Recalculates win rates and performance metrics per symbol |
This means Atlas maintains a living portfolio that reflects the screener's output — without you needing to manually enter anything.
Reading the Portfolio View
Open Positions
Shows all currently active positions that Atlas is tracking. Each row includes the symbol, strategy, entry price, current price, unrealized P&L, and days held.
Closed Trades
Completed trades with realized P&L. See what worked, what didn't, and how long each trade was held.
Performance Summary
Aggregate stats across your portfolio:
- Total return
- Win rate (percentage of profitable trades)
- Average profit on winners vs. average loss on losers
- Number of open vs. closed positions
Strategy Filtering
Use the strategy filter to isolate performance by trade type — for example, see how your cash-secured puts perform separately from your vertical spreads.
Per-Symbol Statistics
Atlas tracks win rates and returns at the symbol level. This helps you identify which stocks consistently deliver good results for your strategies and which ones tend to underperform.
Performance Penalties
Atlas automatically adjusts its scoring for symbols that repeatedly lose. If a stock shows a pattern of poor performance, it gets penalized in future screener rankings — helping you avoid names that look good on paper but don't deliver in practice.
Exporting
Download your portfolio data as a CSV file for further analysis.
Related
- HV Options Screener — Source of Atlas's trade recommendations
- Trade Journal — Log your own trades alongside Atlas's automated tracking
- Alerts — Get notified about positions hitting targets