The Calendar tab is the second tab of the Options Journal. It shows your P&L as a monthly calendar grid — each day with its realized amount and trade count, weekly totals down the side. The view is designed for spotting patterns over time: which weeks are strong, which days of the month concentrate expirations, whether rolling is dominating your income.
Before you start
Required:
- QuantWheel PRO or an active $1 trial.
- At least one connected broker.
Time to complete: 5 minutes
What's on the screen
1. Summary cards at the top
Four cards summarize the selected month:
- Total Realized P&L (Month) — sum of every closed option and stock position in the month
- Closed Options Chains — count of multi-leg chains that fully closed this month
- Dividends Collected — dividends received on any stock you hold
- Stock P&L — realized gains or losses on stock positions (distinct from option P&L)
📸 SCREENSHOT: calendar-pl-view-step-1.png
2. The toggles
Three toggles above the grid control what gets counted in the daily cells:
- Show Roll P&L — include or exclude roll transactions in the daily P&L. When included, days with a big roll show a big number even though no new premium was collected. When excluded, the calendar shows only "new money" income.
- Show Collected Premiums — include premiums collected when positions are opened (cash inflow) as part of the daily total. Off by default — most users want the calendar to show realized P&L at close, not premium at open.
- Exclude Roll P&L — the inverse of Show Roll P&L. Some users find the inverse framing clearer.
Practical use: Turn off Show Roll P&L and turn off Show Collected Premiums to see only pure realized P&L — the "what did I actually net today" view. Turn on Show Roll P&L to see the full cash movement including position management.
3. The monthly grid
A standard calendar grid, Sunday through Saturday (or Monday-Sunday depending on your locale). Each day cell shows:
- P&L amount in dollars — colored green if positive, red if negative
- Trade count — number of closed transactions that day
Empty days (weekends, holidays, no-activity days) are blank. Days with many closures show higher counts.
📸 SCREENSHOT: calendar-pl-view-step-2.png
4. Weekly totals (W1–W5)
A column on the right shows the total P&L for each week. This smooths daily noise and highlights week-over-week trends. If you run weekly expiration cycles, the weekly total is usually more meaningful than the day-by-day breakdown — you see the whole cycle's outcome as one number.
5. The legend
Below the grid, a legend identifies three types of P&L shown in the cells:
- Locked In (Realized) — P&L from closed positions
- Roll P&L — P&L from roll transactions (shown only if Show Roll P&L is on)
- Collected Premiums — premium collected when positions are opened (shown only if Show Collected Premiums is on)
6. Month navigation
Arrows above the grid move you forward and backward through months. Useful for flipping back to last year's April to compare year-over-year.
How to use the calendar
End-of-month check-in
At the end of each month, flip to the current month with all toggles off except Show Roll P&L off. Total Realized P&L at the top is your month's income. Compare to last month (one arrow back) to see trend.
Spotting expiration-day clustering
If you run a monthly wheel with third-Friday expirations, you'll see big cells clustered on those Fridays. If that's not what you expected — for example, you thought you were running weeklies but the third Friday dominates — the calendar makes the pattern visible instantly.
Finding bad weeks
Weekly totals (the W1–W5 column) make it easy to spot a single bad week. Click through to the day cells in that week to see which closures caused it. From there, Transactions tab gives you line-item detail.
Comparing roll income vs. new-premium income
Toggle Show Roll P&L on and off while watching the monthly total. The difference is how much of your month's income came from rolling vs. fresh trades. Heavy reliance on rolls can be a signal that positions are underwater and you're deferring losses instead of collecting new income.
📸 SCREENSHOT: calendar-pl-view-step-3.png
Common issues
A day shows a huge loss but I don't remember closing anything bad.
Likely a roll that you had Show Roll P&L turned on for. Roll transactions can appear as a "loss" on the close side because you're paying to buy back an in-the-money option. Toggle Show Roll P&L off to see only true realized P&L; then the day likely goes flat or positive.
My calendar is empty.
Initial sync hasn't completed, or the selected month has no activity. Check Trades tab (Tab 5) to confirm trades exist — if they do and the calendar is empty, the sync may have failed. See Broker sync failed.
Weekly totals don't match my manual sum.
QuantWheel's calendar respects the toggles. If Show Roll P&L differs between your manual calc and the view, the totals differ. Set the toggles explicitly, then re-sum.
Can I see a year-at-a-glance view?
Not directly — the calendar is monthly. For year-level views, use Profit View (Tab 1) with the time range set to 1Y or YTD. The Cumulative P&L chart there gives the yearly view.
Dividends show on the calendar — can I separate them out?
The Stock P&L summary card and Dividends Collected card at the top split these out numerically. The calendar cells include them inline as part of the daily P&L. If you want the calendar to show only option P&L, you'd need to read Dividends Collected separately and mentally subtract.