Sharing
Share a position, strategy, or period of performance as an image card, or publish a read-only link to your aggregate results.
OptionsPro has two ways to show your results to someone outside the app: share cards, which render a single position, strategy, or date range as a downloadable image, and the public portfolio link, a read-only page of your aggregate stats that anyone with the URL can open.
Neither one exposes your brokerage connection, your account numbers, or your individual trade rows.
Sharing is a master-switched feature. When it's off for your organization, none of the Share actions render, the Public Portfolio section is absent from Settings, and any published link stops resolving. If you don't see the surfaces described here, sharing isn't enabled for your account.
Share cards
A share card is a 1200x630 image generated in your browser from data already on screen - nothing is uploaded to generate it. Every card opens in the same Share modal, which previews the image and offers:
- Copy Image - copy the PNG to your clipboard (or click the preview itself). Needs a browser that supports image clipboard writes.
- Download - save it as
optionspro-<name>.png.
There are three kinds of card, reached from four places:
| Card | Where | What's on it |
|---|---|---|
| Performance | Share button in the Dashboard page header | The active date range's label, trade count, realized P&L, win rate, avg win, and avg loss, with a sparkline of the equity curve. |
| Position | Share row action on Positions, and on position rows in the Trades views | Ticker, call/put, strike, expiration, contracts, and P&L (dollar and percent). Closed positions also carry peak contracts held and average open/close prices, or an expiry outcome. |
| Strategy | Share row action on Strategies, and on strategy rows in Positions and Trades grouped views | Underlying, strategy name and type, market outlook, status, every leg (long/short, strike, expiration), the expiration range, and P&L. |
A few notes on what the cards report:
- P&L is realized for a closed position or strategy and unrealized for an open one, matching whatever the row itself shows.
- A position that scaled in and out ends at zero net contracts, so the closed card shows the peak contract count held during the position's life instead - otherwise the card would read "0 contracts".
- Contracts closed by expiration are labelled as Expired ITM or Expired Worthless rather than shown as an average close of $0.00. The Positions page is the authoritative source for that label; the Trades page's position cards omit it.
- Strategy cards handle stock legs (covered calls, collars) as legs without a strike or expiration.
- On the Strategies page, Share is offered only for strategies whose
status is
ActiveorClosed- aPartialstrategy has no Share action there. The strategy rows in the Positions and Trades grouped views have no such restriction, so that's the route to a card for a partially closed structure.
Public portfolio link
The public portfolio link is an opt-in, read-only page at
optionspro.com/p/<token> summarizing your aggregate results. It's managed
from Settings → Public Portfolio.
Turning it on
- Enable public portfolio generates a token, builds the link, and copies it to your clipboard automatically.
- Copy and View let you re-copy the link or open it in a new tab to see exactly what a visitor sees.
- Rotate link issues a new token and permanently invalidates the old one. Use it when a link reached someone you'd rather it hadn't.
- Toggling the feature off clears the token, so outstanding links stop resolving. Re-enabling generates a fresh token rather than restoring the previous one - a disabled link is gone for good.
- Revocation isn't quite instantaneous for someone who already had the page open. Successful snapshots are served with a 60-second cache lifetime, so a visitor whose browser (or an intermediary cache) fetched the page in the last minute can keep seeing the cached copy for the remainder of that minute. Every fetch after that window resolves against the cleared token and fails.
What a visitor sees
- Your display name in the page heading (e.g. "Jane's Portfolio").
- Headline totals: total trades, win rate, realized P&L, avg win, avg loss, and open positions.
- Your equity curve.
- Your top five strategies by absolute P&L, each with trade count and win rate.
- A timestamp for when the snapshot was generated, and a call to action to sign up for OptionsPro.
What a visitor does not see
- Individual trades, fills, prices, or notes.
- Position-level detail, Greeks, or current holdings.
- Brokerage names, account names, or account numbers.
- Your email address, or anything about your subscription.
Privacy considerations
The link is unguessable but unauthenticated - anyone holding the URL can open the page, and there's no way to see who has. Treat it as public: if you post it somewhere indexable, expect it to be indexed. Rotate or disable the link whenever you want to cut off access, allowing for the 60-second cache window noted above.
Aggregate figures can still be revealing. A win rate and realized P&L over a short history describe a small number of trades fairly precisely, so consider what your numbers imply before publishing them.
Related
- Dashboard - where the performance card is generated.
- Settings - the Public Portfolio controls.
- Positions and Strategies - the row actions that produce position and strategy cards.