Realized P&L

Realized P&L

By year (lifetime)

Monthly trend (2026)

By symbol (top winners and losers)

Lifetime P&L by underlying — searchable

Everything rolled up to the underlying: each ticker's equity plus all its options (calls + puts, realized + unrealized) combined into one row. So COIN here = COIN stock + every COIN option, all-time. Taxable accounts (RH + Fidelity). Type a ticker in the box to filter both tables below; click any column header to sort.

Lifetime P&L by symbol / contract — searchable

Every ticker and option contract traded in your taxable accounts (RH + Fidelity), all-time — this table ignores the year filter above. This is the detail view (each option contract is its own row); the table above rolls these into one row per underlying. Realized = P&L on closed lots; Unrealized = mark-to-market on what's still open today; Combined = lifetime total. Filtered by the box above (matches ticker or option ID); click any column to sort. Crypto (rh-crypto) is a separate account and not included here.

By source

The "source" tags which ingestion path booked each close:

• snaptrade — RH activity via SnapTrade (preferred, has finer granularity)
• csv_activity — RH activity CSV export (manual download)
• csv_fidelity_activity — pre-RH Fidelity history (covers 2021-2025)
• rh_crypto — Robinhood crypto API

HIFO matching: The walker uses HIFO (Highest-In, First-Out) lot identification — it consumes the most expensive long lot first when closing. This minimizes interim realized gain and matches Robinhood's typical broker-side lot accounting. Per-year totals will differ from FIFO mid-position; lifetime totals converge once all lots close.

Datasets