Settings & Data

Every card in the ⚙️ Settings tab, what it controls, and where your data actually lives. Nothing here is uploaded to a DeltaCortex server — everything is local to your browser unless you explicitly turn on Cloud Sync.

License

Your raw position tracking (ticker, strike, expiration, entry/current price, basic P&L) is always available, licensed or not. An active license — during your 14-day trial, or on a paid plan afterward — unlocks the decision engine (Health Score, Smart Actions, eject prices, capital efficiency), the Find Puts / Scan CCs scanners, Weekly Review, and Cloud Sync. Paste a license key here to activate it.

Market Data Connection

Your MarketData.app API key — the free tier includes 100 requests/day, enough for a small portfolio. It powers every live price, Greek, and IV in the app. Stored only in this browser (or in your own private GitHub Gist, if Cloud Sync is on) — never on a DeltaCortex server.

Local Backup

Download Backup saves a complete JSON file — positions, closed trades, earnings, dividends, sector map, portfolio config, and your API key. Restore from File loads one back in. No account needed.

This is also how you move to a new device or a new browser profile: download a backup on the old one, restore that same file on the new one, and everything comes with it.

Cloud Sync

Optional. Syncs all your data through a private Gist on your own GitHub account — never through a shared DeltaCortex server. Setup:

Create a free GitHub account if you don't have one
Settings → Developer settings → Personal access tokens → Generate new token (classic)
Grant it only the gist scope
Paste that token into DeltaCortex — the Gist ID auto-fills on your first push
Use the same token and Gist ID on every device you want synced

Push to Cloud and Pull from Cloud sync manually, or turn on Auto-sync to pull on load and push after every change. Local Backup works fine without ever touching this.

Portfolio Configuration

The numbers behind buying-power math, position sizing, and yield targets:

Total Buying Power

Total cash allocated to this strategy — drives utilization % and sizing warnings.

Max Utilization Target

Share of buying power to keep deployed at once. ~55–65% leaves room to roll or add.

Max Per Position / Sector

Caps on how much one ticker or sector can represent, so one bad trade or sector move can't hurt too much.

VIX Override

Manually set the VIX reading for market-regime context, instead of estimating from UVXY.

FDRXX Rate & Hurdle Multiple

Your idle-cash yield, and how many multiples of it a new trade must clear (2× is a reasonable default).

Weekly Income Goal

A flat weekly premium target — drives the dashboard's Weekly Goal card.

Mark Options At

Mid (realistic fill value, default) or Ask (conservative buyback cost) for P&L and capture %.

Sector Assignments

Map tickers to sectors so concentration limits catch exposure that spans multiple tickers in the same sector.

Event Dates

Earnings dates are auto-fetched when you add a position and on Refresh All — add one manually only if needed. Ex-dividend dates are not auto-fetched (MarketData.app doesn't provide dividend data), so look up the ex-date — and ideally the amount — once per ticker you hold covered calls against. Both feed the gap-risk and early-assignment flags on your positions; a "look up on stockanalysis.com" shortcut is built into each add form.

What's next

Core Workflows

Adding & importing positions, running the scanners, rolling and closing.

Read it ↗

Troubleshooting & FAQ

Common setup issues and what they mean.

Read it ↗