Understand your results
See which strategies and underlyings have actually worked for you
Use your own realized trade history to compare outcomes by strategy and underlying instead of relying on a generic backtest.
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The problem
The useful question is what has worked in your portfolio
A total return can hide whether results came from one symbol, one strategy, or a repeatable part of your process.
Your Edge organizes realized outcomes from the activity recorded in Optioneer, making strengths and weak spots easier to inspect without turning history into a prediction.
Workflow
How it works
- 1
Keep portfolio history complete
Record, import, or synchronize the position activity that should contribute to realized results.
- 2
Choose a period
Review 30-day, 90-day, year-to-date, one-year, or all-time results.
- 3
Compare what contributed
Break realized outcomes down by strategy and underlying to see where gains and losses occurred.
- 4
Inspect lifecycle-aware results
Wheel assignments remain part of an open lifecycle until the related shares exit, keeping incomplete cycles separate from realized outcomes.
What it can do
- Realized results grouped by strategy and underlying
- 30D, 90D, YTD, 1Y, and all-time periods
- Lifecycle-aware treatment of Wheel assignments and share exits
- Open-cycle context kept separate from completed realized outcomes
- Direct connection to the portfolio activity that produced each result
Important limits
- Your Edge reflects the portfolio history available in Optioneer; missing or incorrect activity affects the analysis.
- Historical results do not predict future performance and are not a strategy recommendation.
- Open and unrealized positions are not presented as completed realized outcomes.
Questions about understand your results
What is Your Edge?
Your Edge is Optioneer’s realized-results analysis. It shows how strategies and underlyings contributed to the outcomes recorded in your portfolio history.
Is Your Edge a backtest?
No. It analyzes your own recorded results. It does not simulate a generic historical strategy or predict future returns.
How are Wheel assignments handled?
An assignment that creates shares remains part of an open lifecycle. The cycle is not treated as a completed realized outcome until the related shares exit.
Continue the workflow
Related Optioneer features
Options portfolio analytics
Track the positions and activity that power Your Edge.
Wheel Tracker
Keep assignments and share exits connected across the full lifecycle.
Scenario Lab
Use current portfolio context to test the next hypothetical trade.
Put the full workflow in one place
Track what you own, understand the exposure, find ideas, test portfolio fit, and manage what happens next.