Documentation / Troubleshooting

Troubleshooting

Common issues and how to resolve them

No Data Loading

If options data isn't loading:

  • Check that you're not on a weekend or holiday date (markets are closed)
  • Verify your Massive API key is configured in Settings
  • For live data, ensure Tradier or IBKR credentials are set up in Settings

Forbidden or Rate Limit Errors

If you see "Forbidden" or rate limit errors from Massive:

  • Weekend dates have no market data — try a weekday
  • Free tier has a limit of 5 API calls per minute — wait and retry
  • Some indices (SPX, RUT) may have limited data on free tier — NDX typically works
  • Verify your Massive tier setting matches your actual subscription

Index Options (SPX, NDX, RUT)

Index options have special characteristics:

  • Cash-settled: No physical delivery, settle to cash
  • European-style: Can only be exercised at expiration
  • AM/PM settlement: Some expire on AM open, others on PM close

Intraday data limitation: Neither Tradier nor Massive free tier provide 5-minute intraday bars for the underlying index itself. This means:

  • The underlying "Last" price displayed at intraday times may be incorrect (using daily-level data instead of the actual price at that moment)
  • All theoretical option prices and Greeks derived via BSM will also be skewed, since the underlying price is a key input
  • Tradier Time & Sales backfill does not work for index underlyings and will abort with an error

For accurate intraday analysis of index options, select Interactive Brokers as your underlying historical provider in Settings. Without intraday underlying data, index historical views should only be used at end-of-day level.

WebSocket Connection Issues

If live streaming isn't working:

  • Check that Tradier or IBKR is configured in Settings
  • Verify your API key or bridge connection is valid
  • WebSocket only works in Live mode — Virtual Time uses REST API
  • Try refreshing the page to reconnect

Broker Sync / Import Issues

If imported orders are not appearing or are incorrectly grouped:

  • Check the Review tab — orders start there and must be manually confirmed before they appear in your trade log
  • If an order was incorrectly merged into a lifecycle group, use the Split action to separate it
  • If orders for certain symbols are never appearing, check whether an import filter (Blocklist) is suppressing them
  • For IBKR re-imports, the correction flow only updates existing records — it will not create new trades or executions

Stats Showing "—" for P&L

A "—" in the Stats page for unrealized P&L means the data provider itself could not be reached for that trade's legs, not that the value is zero:

  • Check that your live data provider (Tradier or IBKR) is connected and configured
  • Verify the underlying symbol is supported by your provider
  • If using virtual time, ensure the historical provider has data for the requested date
  • Open the trade on the Trading page to see the specific legs that are missing pricing

Zero-bid options (deep OTM positions near expiration) show "—" unless a BSM theoretical price is available, in which case that theoretical price is used. The "—" appears whenever a leg cannot be priced — whether because the provider failed or because bid is zero and no theoretical price can be computed.