DocsAPI ReferenceWheelJournal

Journal

Programmatic access to your trade journal: period performance, yearly stats and raw transactions.

Period performance

GET/journal/performance

Weekly or monthly P&L around a center date - the payload behind the journal dashboard. Summaries are nested per period: monthly.summary and weekly.summary, alongside a calendar and your accounts.

Parameters

periodstring

weekly or monthly (default).

datedatetime

Center date, ISO 8601. Defaults to today.

from / todate

Custom ISO range; overrides period. Both required together.

curl -H "Authorization: Bearer qw_live_YOUR_KEY" \
  "https://quantwheel.com/api/v1/journal/performance?period=monthly"

200 OK (abridged)

{
  "monthly": {
    "summary": {
      "realizedPL": 2140.5,
      "totalPL": 2410.2,
      "premiumsCollected": 1830.0,
      "lockedInPremiums": 1290.0
      // ... rolls, dividends, stock P&L
    },
    "breakdown": { "...": "per-day / per-symbol detail" }
  },
  "weekly": {
    "summary": { "...": "same shape as monthly.summary" },
    "breakdown": { "...": "..." }
  },
  "calendar": { "...": "daily P&L cells" },
  "accounts": [{ "id": "...", "name": "Robinhood" }]
}

Yearly summary

GET/journal/summary

Parameters

yearnumber

Calendar year. Defaults to the current year.

200 OK (abridged)

{
  "year": 2026,
  "stats": {
    "rolls": 18,
    "expiredOptions": 24,
    "totalPremium": 18430.0,
    "totalRealizedPnl": 15112.0,
    "chains": { "closed": 42, "winRate": 78.6 },
    "equity": { "...": "equity growth series" },
    "tradingDays": { "...": "activity stats" },
    "tradesByType": { "...": "per-type counts" }
  },
  "chartData": { "...": "daily P&L curve" },
  "accounts": [{ "id": "...", "name": "Robinhood" }]
}

Transactions

GET/journal/transactions

Raw executions, newest first, paginated.

Parameters

page / limitnumber

Pagination; limit is capped at 100.

symbolstring

Filter to one underlying.

accountIdstring

Filter to one account.

fromDate / toDatedate

Bound by trade date (YYYY-MM-DD).

200 OK

{
  "transactions": [
    {
      "id": "act_88ah1",
      "accountId": "...",
      "accountName": "Robinhood",
      "type": "BUY_TO_CLOSE",
      "symbol": "AMD 2026-06-26 165C",
      "isOption": true,
      "tradeDate": "2026-06-20T15:45:02.000Z",
      "source": "SNAPTRADE"
    }
  ],
  "accounts": [{ "id": "...", "name": "Robinhood" }],
  "pagination": { "page": 1, "limit": 50, "total": 412 }
}

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