CSP Dashboard – Support

CSP Dashboard – Support

Overview

CSP Dashboard is a decision-support tool for options traders focused on cash-secured puts and covered call strategies. It provides alerts, insights, and trade management guidance to help users act with clarity and speed.

⚠️ CSP Dashboard is a decision-support tool and not a brokerage or financial advisor.

Getting Started

1. Account Setup

  • Create or sign in to your account
  • Connect your brokerage (if you have a Schwab account) or manually track positions
  • Enable notifications for real-time alerts

2. Understanding Alerts

CSP Dashboard generates alerts based on your positions and rules:

  • Profit Target Alerts → When a position reaches a defined gain (e.g., 50%)
  • Days to Expiration (DTE) → Alerts as contracts approach expiration
  • Risk Signals → Indicators based on position exposure or market changes

Alerts are grouped by urgency:

  • Action Required → Immediate attention
  • This Week → Upcoming decisions
  • Later → Monitoring only

3. Managing Your Positions

From the Alerts screen, you can:

  • Review trade performance
  • View suggested actions (close, roll, hold)
  • Track premium collected and current value

Note: Trade execution may require your brokerage platform.

Subscriptions

Free Tier

  • Basic alerts
  • Limited active alerts
  • Standard refresh intervals

Pro Tier

  • Real-time alerts
  • Custom alert rules
  • Enhanced trade insights
  • Unlimited alerts

Notifications

To ensure alerts work correctly:

  • Enable push notifications in iOS Settings
  • Keep the app updated
  • Allow background app refresh

Troubleshooting

Not Receiving Alerts

  • Confirm notifications are enabled
  • Check internet connection
  • Verify active positions or rules

Data Not Updating

  • Pull down to refresh
  • Restart the app
  • Ensure latest version is installed

Incorrect Alert or Data

  • Market data may be delayed depending on your plan
  • Verify position inputs if manually entered

Frequently Asked Questions

Does this app execute trades?
No. CSP Dashboard provides insights and alerts. Trades are executed through your brokerage.

Is my brokerage account required?
No. You can manually track trades, though integration may enhance accuracy.

What strategies does this support?
Primarily:

  • Cash-Secured Puts (CSP)
  • Covered Calls
  • Income-focused options strategies

Is financial advice provided?
No. CSP Dashboard is an informational tool only and does not provide financial advice.

Contact Support

For assistance, feedback, or issues:

📧 Email: DesiresOfTheHeart24@gmail.com
🕒 Response Time: Usually within 24–48 hours

Privacy & Data

Your data is handled in accordance with our Privacy Policy. We do not execute trades or access brokerage funds.

App Version 1.0.0