<p align="center"><img src="https://raw.githubusercontent.com/r-brown/GammaLedger/refs/heads/main/assets/img/gammaledger-banner-01.png"></p>

<img src="https://raw.githubusercontent.com/r-brown/GammaLedger/refs/heads/main/assets/img/gammaledger-logo.png" style="width: 28px;"> GammaLedger

GammaLedger is a desktop application for active options traders and investors who want to analyze, track, and optimize options trading strategies. Designed for sophisticated users, the app delivers flexible dashboards, local file persistence, and advanced analytics to support performance monitoring and decision-making.

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🤖 Developer Note: AI-Generated Code Ahead!

🎉 Welcome to the code playground where humans and AIs code together!

Much of this repo's code and documentation was generated, optimized, or refactored by cutting-edge AI models, like GPT and GitHub Copilot. It's a sandbox for experimenting with the latest in AI-assisted software development — from quick prototyping to full-featured performance analytics for options trading.

💡 Contributions are always welcome! Feel free to:

• Outsmart the bots 🤖🧠
• Add your own clever tricks 🪄
• Teach the AI a thing or two 🧑‍💻

Let's see who writes the next best hack — you, or the machine?
Pull requests, code battles, and Easter eggs encouraged! 🥚🔍😄

Why GammaLedger?

• Privacy-First: Your trading data never leaves your device - no cloud storage or external servers
• Zero Dependencies: No account registration, no subscriptions, no third-party data sharing
• Professional Grade: Tools designed by traders, for traders with real-world experience
• AI-Powered Insights: Built-in AI Coach to help you analyze trades and improve decision-making
• Completely Free: Open source and freely available for non-commercial use under the AGPLv3 license

💼 Ideal For ...

... Active Traders

• Track complex multi-leg strategies like Spreads, Strangles, Straddles, Condors, Wheels and Poor Man's Covered Calls
• Monitor time decay and adjustment opportunities with real-time Greeks (Delta, Gamma, Theta, Vega)
• Automatic roll detection and grouping to track rolled positions seamlessly
• Analyze win rates and profitability by strategy type
• Maintain detailed trade journals for continuous improvement
• Get AI-powered coaching and trade analysis

... Portfolio Managers

• Consolidate options performance across multiple accounts
• Generate client reports with detailed attribution analysis
• Export portfolio visualizations optimized for social media sharing
• Monitor risk exposure and position sizing
• Track performance against benchmarks and targets

... Quantitative Analysts

• Export data for backtesting and strategy development
• Integrate with existing analytical workflows
• Customize metrics and calculations
• Build automated reporting systems

✨ Key Features

📊 Advanced Strategy Analytics

• Multi-Strategy Support: Track complex strategies including:
  • Poor Man's Covered Call (PMCC)
  • The Wheel Strategy
  • Collar Strategies
  • Iron Condors, Bull/Bear Spreads
  • Cash-Secured Puts & Covered Calls
  • Custom multi-leg strategies
• Performance Metrics: Cumulative P&L growth, win rates by strategy, risk-adjusted returns
• Visual Analytics: Interactive charts for strategy performance and trend analysis
• Greeks Monitoring: Real-time tracking of Delta, Gamma, Theta, and Vega across all positions

🤖 AI-Powered Trading Coach

• Intelligent Trade Analysis: Get AI-driven insights on your options positions
• Strategy Recommendations: Receive suggestions for trade adjustments and improvements
• Risk Assessment: AI evaluates your position Greeks, break-evens, and assignment risks
• Learning Assistant: Ask questions about options concepts and get instant explanations
• Performance Coaching: Understand what's working and where to improve your trading

🏠 Local-First Data Architecture

• Complete Privacy: All data stays on your device - no cloud storage or external servers
• IndexedDB Integration: Persistent local storage with fast query performance
• File System Access API: Direct file operations for import/export without browser limitations
• Offline Capable: Nearly all features work flawlessly without an internet connection

📈 Unified Dashboard

• Consolidated View: Single dashboard combining key metrics without duplication
• Real-time Updates: Live P&L calculations and position tracking
• Multi-timeframe Analysis: Daily, weekly, monthly, and custom date range views
• Performance Widgets: Cumulative P&L Growth, Strategy Performance, Win Rate charts

🔍 Powerful Trade Management

• Multi-Leg Trade Entry: Efficiently enter complex multi-leg positions in one workflow
• Smart Filtering: Advanced search and filter capabilities by ticker, strategy, date range
• Automatic Roll Detection: Intelligent grouping of rolled positions to track complete trade lifecycle
• Position Tracking: Monitor open positions with Greeks, time decay, and adjustment opportunities
• Trade Journal: Detailed notes and analysis for each trade with markdown support
• Performance Attribution: Understand which strategies and tickers drive your results

📤 Portfolio Sharing & Export

• Social Media Export: Generate beautiful portfolio visualizations optimized for sharing
• Professional Reports: Export performance summaries and trade journals
• Flexible Data Export: OFX and JSON formats for external analysis
• Tax Reporting: Export data in formats compatible with tax software

🚀 Quick Start

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Option 1: Web Application (Recommended)

1. Visit GammaLedger
2. Click "Launch App"
3. Choose: Create New Database or Import Existing Data
4. Start tracking your options trades!

Option 2: Local Installation

1. Download the latest release: Releases
2. Extract gammaledger-<version>.zip to a folder of your choice
3. Open index.html in Chrome, Edge, or Firefox
4. Grant file system permissions when prompted (for import/export features)

First Time Setup

1. Create Database: Click "New Database" to start fresh
2. Import Trades: Use the OFX import wizard to load existing trades from your broker
3. Revist or Merge Trades: Organize and clean up imported trades as needed
4. Try AI Coach: Ask the AI Coach to analyze a position and get personalized insights

📖 Usage Guide

Adding Your First Trade

1. Click "Add Trade" from the dashboard
2. Select strategy type (PMCC, Wheel, Iron Condor, etc.)
3. Enter trade details:
   • Ticker symbol
   • Entry date and price
   • Strike prices and expiration dates
   • Premium collected/paid
4. For multi-leg trades, use the multi-leg entry form to add all legs at once
5. Add optional notes with Markdown support
6. Click "Save"

Tracking Open Positions

• View all open positions from the Dashboard
• Monitor Greeks (Delta, Gamma, Theta, Vega) in real-time
• Set alerts for time decay milestones
• Track adjustment opportunities
• Use AI Coach to analyze position risk and get recommendations

Rolling Positions

• When you roll an option, GammaLedger automatically detects and groups the related trades
• View complete roll history with cumulative P&L tracking
• Understand your true break-even after multiple rolls

Analyzing Performance

• *Dashboard Tab