Short Book — P&L on Bearish Bets

Short book

Performance on bearish positions only: short stocks, long puts, and uncovered short calls. (Covered calls — short calls backed by long shares — are excluded since they're income overlays on long stock, not bearish bets.)

Cumulative P&L over time

Realized = locked-in P&L from closed short-book positions. Unrealized = current MTM of open short equities (options have no per-strike price and contribute 0 to unrealized).

Per-year realized P&L

Open short-book positions today

Short equities

Long puts

Short calls (all open) — with coverage status

Today's short calls are all covered (each backed 1:1 by 100 underlying shares — your covered-call income strategy). Naked contracts > 0 would flag bearish bets without underlying backing.

Caveats

• Coverage check is symbol-level — a short call against AMD is "covered" if the user holds ≥100 × qty AMD shares OR has long calls on the same underlying. Cross-position hedges (e.g., a long put as protection) aren't credited.
• Option unrealized P&L is NULL — yfinance doesn't carry per-strike option chains. Realized P&L on closed options IS counted in the realized series via /realized.
• The short-book chart shows realized + open-equity unrealized only; option unrealized exposure is invisible until the position closes.

Datasets