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Dashboard
Account & risk overview
User
SPX
—
S&P 500 Index
Monthly Net P&L
—
Sum of P&L across all trades this month
Projected EOM P&L
—
Account Balance
—
Win / Loss Rate
—
Loss day = at least one Roll trade
Optimum Stop |Δ|
—
vs no-stop baseline
Kassia’s Morning Game Planawaiting market open
Viewing
Kassia’s Sample Trades
Today’s Retrospective
Auto-refresh: offUpdated —
Today view shows trades opened today only.
Still-Open positions from prior days appear in
.
Hold timetomin
Open
Close
Trade Time
Strategy
Ctr
Calls
Puts
Width
Credit
Debit
Close Cost
ATR
Short Deltas
Open
10:00 AM
11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
Profit
Fees
Close Fees
Net P/L
Status
SPX Indicators (1-min)Official TradingView Advanced Chart embed. Defaults to OANDA:SPX500USD — a CFD tracker of the S&P 500 streamed real-time by OANDA without authentication (the free embed cannot load SP:SPX, which is gated to logged-in TradingView sessions). Pre-loaded studies: VWAP, EMA(9), RSI(14), MACD(12/26/9), ATR(14). Use the gear icon to change the symbol, interval, or studies; settings persist locally. The provider/latency badge below the chart shows whether the configured symbol is real-time, delayed, or gated.
SPX View Chart
SPX GEX and Sonar View
Regime: —
VIX —
Implication—
Preferred Trade Structure—
Trading Advisorawaiting first snapshot
How are your trades doing?awaiting first snapshot
“Tell me how the current GEX and Sonar may impact my current opened trades”
Historical Analog Setups
Trade Close Cost TimelineOne line per open trade across the trading-hours timeline. Points are collected every 30 minutes; Y-axis value is the dollar cost to close the spread at that slot.
Equity Curve & DrawdownCumulative net P/L for the selected period; underwater shading = drawdown from prior high
P/L by StrategyTotal net P/L grouped by strategy code
Net P/L DistributionPer-trade outcome histogram
Delta Drift Heatmap|delta| by trade (rows) and intraday slot (columns); higher color intensity = closer to the strike
Daily P/L CalendarPer-day net P/L, green-red intensity scale
Win Rate vs Profit FactorEach bubble = one strategy; bubble size = trade count
Strategy × Month HeatmapNet P/L per strategy per month; reveals which plays decay in which months
P/L Boxplot by StrategyMedian + quartiles + min/max per strategy (closed trades)
Win Rate by ATR BucketWin rate sliced by volatility regime (atrPercent); closed trades only
SPX Intraday with Trade MarkersToday's SPX 1-min line (always today, regardless of dashboard range); ▲/▼ markers visible only for trades opened today, sized by P/L
Monthly P/L vs SPXBars = your monthly net P/L; line = VIX month-end close (right axis)
P/L by Entry HourNet P/L bucketed by trade-execution hour (uses open.time)
Daily P/L Bars + 5-day MAPer-day net P/L with rolling 5-day moving average overlay
P/L vs. Hold TimeEach point = one closed trade; X = time held (open→close), Y = net P/L
Rolling 50-trade ExpectancyRolling expectancy (avg-win × win-rate − avg-loss × loss-rate); detects edge decay before monthly KPI does
Kelly Fraction by StrategySuggested capital fraction per strategy (full Kelly + safer 25% Kelly cap)
What-if Delta Stop SimulatorHypothetical total P/L if every trade exited the moment |delta| crossed the threshold
Performance analytics — Equity Curve, P/L by Strategy, distributions, calendars, Kelly, and the delta-stop simulator — are hidden on the Today view since they summarize many trades across many days. Switch to This Month, Pick Month, or Custom Range to see them.
Browse Kassia’s daily reports across trading days.
No reports yet
Kassia’s daily reports appear here after the first trading day.
The Morning Game Plan posts pre-market, the Post-Trade Analysis after
the close, and the trade-impact read while positions are open.
Daily Trading Report
Win / Loss
Strategy mix
Rolling hit rate (30d)
Plan follow-through (30d)
Takeaways & Lessons
GY Capital · Kassia
kassia.ai
Morning Game Plan
End-of-Day Market Analysis
Post-Trade Analysis
Documentation
Everything you need to get the most out of Kassia Ledger.
No sections match your filter.
Overview
Kassia Ledger is an AI-powered trading assistant and
journal for SPX options traders. It pairs a conversational AI agent
(Kassia, built on Azure AI Foundry) with a live dashboard,
options-flow analytics, an automated trade ledger, and daily
AI-generated reports — so you can plan, execute, and review each
trading day in one place.
Kassia, your AI co-pilot
Ask about your account, positions, market structure, or a trade
idea. Kassia answers using live TastyTrade data and your trade
history.
Live dashboard
Account balance, monthly P&L, win/loss rate, SPX price, and a
pre-market Morning Game Plan — refreshed automatically.
Options flow & TRACE
Visualize SPX dealer positioning, gamma, and intraday flow to
time entries and manage risk.
Daily reports & ledger
Every trade is logged and reconciled automatically. Daily reports
capture the plan, the market, and the post-trade retrospective.
New here? Jump to for a
five-minute setup walkthrough.
Getting Started
Sign in. Use the Sign in with Microsoft
button on the welcome screen. Kassia Ledger uses your organization
(Entra ID) account — there is no separate password to manage.
Connect your account data. Your TastyTrade account
is linked by your administrator. Once connected, the dashboard KPIs
and balance populate automatically.
Review the Morning Game Plan. At/after 09:30 ET on
a market-open day, Kassia posts a pre-market read with a recommended
setup on the Dashboard.
Ask Kassia a question. Open the assistant with the
robot button in the lower-right corner and try
“What’s my buying power?” or
“Summarize today’s SPX flow.”
Explore your ledger. Open Transactions to
see logged trades with P/L, or Reports to browse daily
AI-generated summaries.
How-To Guides
Chat with Kassia
Click the robot button (bottom-right) to open the assistant panel.
Type a question and press Enter. Use the
Ask about page button to have Kassia comment on whatever
view is currently on screen. Drag the panel’s left edge to
resize it; double-click the handle to reset.
Read the Dashboard
The KPI cards show SPX, Monthly Net P&L, Projected EOM P&L,
Account Balance, Win/Loss Rate, and Optimum Stop. Use the
Today / This Month / Pick Month / Custom Range toggle to
change the window, and the Refresh selector to set the
auto-update cadence. Click the eye icon on any card to hide or
reveal sensitive values.
Log & review trades
Trades sync automatically from TastyTrade into the ledger. Open
Transactions to review each trade with P/L, fees, and
deltas. Kassia can also log sample trades from the Morning Game
Plan card for what-if tracking.
Import trades from Excel
Choose Import Excel in the sidebar, download the template
if needed, fill in your rows, then upload the file. Rows are
validated before they are written to the ledger.
Export data & reports
Use Export Excel to download your trades as CSV or XLSX.
On the Reports page, use Export Report to… to save
the selected day as Text, PDF, or an image.
Analyze options flow (TRACE)
Open Options Flow for the full-page SPX TRACE heatmap of
dealer positioning and intraday flow. Use the date and window
controls to inspect a specific session.
Switch theme & account
Toggle light/dark theme from Settings. Use the account
menu in the top-right header to switch accounts or sign out.
Feature Reference
Area
What it does
Dashboard
Account KPIs, SPX price, Morning Game Plan, sample trades, and the post-close retrospective.
Options Flow
Full-page SPX TRACE heatmap of dealer gamma and intraday flow.
Reports
Multi-day browser of Kassia’s daily reports: plan, end-of-day market analysis, and post-trade review.
Backtests
Historical strategy simulations and walk-forward analysis.
Transactions
The full trade ledger with P/L, fees, and deltas.
Import / Export
Bring trades in from Excel or export your data as CSV/XLSX.
Kassia Assistant
Conversational AI grounded in live account data, market flow, and your trading rules.
Frequently Asked Questions
Is Kassia Ledger giving me financial advice?
No. Kassia provides analysis, education, and trade ideas grounded
in your data and configured trading rules. It is not investment
advice. You are responsible for every order you place. Trading
options involves substantial risk of loss.
How current is the data?
Dashboard KPIs refresh on the cadence you pick (1–60 minutes,
or manual). SPX price and options flow update on their own live
feeds. If a data source is unavailable, the app shows a clear
“unavailable” state rather than stale or fabricated
numbers.
Why do some numbers show a dash (—)?
A dash means the value is temporarily unavailable — usually a data
feed that is offline, outside market hours, or not yet loaded.
It will populate on the next successful refresh.
Can I hide my balance and P&L?
Yes. Click the eye icon on any KPI card, or use the
Show/Hide values button in the dashboard controls to mask
all sensitive figures at once. Your preference is remembered.
Does Kassia place trades for me?
No. Kassia is read-and-analyze only. It can suggest and log
sample trades for tracking, but it never sends live orders
to your broker.
Which markets are supported?
Kassia Ledger is optimized for SPX index options and the daily
0–1 DTE workflow, with account and transaction data sourced
from TastyTrade.
Billing & Plans
Kassia Ledger is provided to members of your organization under a
managed subscription. Access is tied to your Entra ID account, so
there is nothing to purchase or configure individually.
Seats & access: Managed by your administrator.
Need access for a colleague? Contact your admin or
.
Usage: AI features run on Azure AI Foundry;
heavy-usage limits, if any, are set at the organization level.
Invoices & renewals: Handled through your
organization’s agreement — reach out to your account owner for
billing statements.
Billing questions that aren’t covered here? See
.
Security & Privacy
Sign-in: Authentication uses Microsoft Entra ID
(OAuth 2.0). Kassia Ledger never sees or stores your password.
Data in transit: All traffic is encrypted over
HTTPS.
Scope: The app reads your account and trade data to
power analytics — it does not have order-placement authority.
Sensitive values: Balance and P&L can be masked
on-screen at any time, and your masking preference is stored per user.
Sessions: Sign out from the account menu (top-right)
to end your session on a shared device.
For Developers
Kassia Ledger is built on a set of Model Context Protocol
(MCP) servers that expose TastyTrade and the Cosmos DB trade
store as tools for AI agents. Developers can integrate these tools into
their own Azure AI Foundry agents.
trades.searchSimilarTrades — vector search over trades
Integrating an agent or need endpoint URLs and auth details?
Reach out via
for the developer onboarding guide.
Technical Support
Hit a snag? Try these first:
Can’t sign in / 401 errors: Sign out and back
in, clear the site’s cached credentials, and confirm your
organization account has access.
Data not loading: Use Refresh now on the
dashboard. A persistent “unavailable” state usually means a
data feed is temporarily offline.
Assistant not responding: Close and reopen the chat
panel. If it persists, reload the page.
Something looks wrong: Note the time, the view, and
any on-screen message, then contact support below.
When reporting an issue, include the affected view, the approximate
time, and a screenshot if possible — it speeds up diagnosis.
Help & Contact
Ask Kassia
The fastest answer is often a question away — open the assistant and
ask in plain language.
Your administrator
For access, account linking, and billing, contact your
organization’s Kassia Ledger administrator.
Support team
For technical issues that persist after the steps in
,
reach out to your support contact.
Glossary
SPX
The S&P 500 index; the primary instrument Kassia Ledger tracks.
DTE
Days to expiration — Kassia is optimized for the 0–1 DTE workflow.
Delta (Δ)
An option’s sensitivity to a $1 move in the underlying; used for risk and stop decisions.
ATR
Average True Range — a volatility measure that helps size stops and wings.
TRACE
The SPX flow heatmap showing dealer positioning and intraday flow.
Iron Condor
A defined-risk options strategy with a short put spread and short call spread.
Morning Game Plan
Kassia’s pre-market read with a recommended setup for the day.
Retrospective
The post-close review comparing the plan against the realized session and logged trades.
What’s New
New
Documentation center
This help center — overview, how-to guides, FAQ, and developer reference — all in one place.
Reports
Multi-day reports view
Browse Kassia’s daily plan, end-of-day market analysis, and post-trade retrospective across trading days.
Dashboard
Morning Game Plan & sample trades
A pre-market read plus live sample setups that track the 1-day implied move.
Settings
Preferences
Default symbol for trade queries
Show AI responses as they're generated
Appearance
Choose your preferred color theme. "System" follows your OS appearance setting.
SPX View Chart
Dollars between horizontal price grid lines on the SPX View Chart. Saved to your profile and applied every time the chart loads. Default: $4. Range: $1–$100.
How many horizontal price lines the chart shows. With the interval above this fixes the visible window exactly: 9 lines at $4 with SPX at 7600 renders 7584 to 7616, full screen or not. Default: 21. Range: 3–41.
Points of cushion below which an unbreached short strike is flagged amber on the open-trade overlay. Lower = quieter, higher = earlier warning. Default: 10 pts. Range: 1–100.
Keep the current SPX price on the chart's horizontal center line. Turn off to leave the price axis wherever you drag it. Mirrors the ⊕ Auto-center button on the chart.
GY Capital Sonar Weights
Per-component weights for the SPX Flow Panel bias blend. Higher = more influence. Re-normalized server-side. See docs/SPX_FLOW_PANEL_DESIGN.md.
Import from Excel
Date Range
Workbook
Sheet Mapping
No monthly sheets were auto-detected. Map each sheet in the workbook to a month (or leave as "skip").
Preview
Apply Result
Click Preview to diff the workbook against Cosmos. Confirm & Apply stays disabled until a fresh preview succeeds.
