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Days to Expiry
Options Portfolio Clarity

The complete toolkit for options clarity

Review expiring positions across strategies — wheel, spreads, condors, and beyond. Decide when to hold, close, roll, or let assignment happen. Then scan for the next opportunity with backtested context.

32+ brokers, one-click sync

Connect TastyTrade, Schwab, Fidelity, Robinhood, E-Trade, Vanguard, and more via SnapTrade, or Interactive Brokers via Flex Query. CSV import available for any broker.

Daily auto-refresh for IBKR Flex
Secure read-only access
Review

Your Portfolio, Analyzed by Expiration Cycle

Connect your broker via SnapTrade, Flex Query, or CSV import. Review open positions by DTE, assignment risk, and premium capture so you know what needs attention before expiration week.

Sankey diagram showing premium income flow across positions and time periods

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Broker sync + CSV import

Connect 32+ brokers via SnapTrade, use IBKR Flex auto-sync, or upload your statement CSV. We normalize commissions, splits, and corporate actions.

Income dashboard

Total premiums collected, weekly/monthly ROI, per-trade averages, and income broken down by underlying, expiration, or strategy.

Coverage intelligence

See which holdings are fully covered, partially hedged, or naked. Understand your exposure at a glance.

Sector breakdown

Group positions by sector to spot concentration risk and diversification opportunities across your wheel trades.

Track

True Cost Basis and Take-Profit Clarity

Broker screens obscure your real cost basis, especially after rolls and adjustments. See exactly what you paid, what you have collected, and what your true break-even is — per position, per leg, across any strategy.

Take-profit and cost-basis tracker showing per-position true P&L and break-even levels

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Take-profit tracking

Set and monitor take-profit levels per position. See how close each trade is to your target and what premium remains to capture.

Roll-adjusted cost basis

Every roll, adjustment, and assignment is factored into your true cost basis. No more guessing after complex multi-leg trades.

Per-leg P&L

Break down multi-leg spreads and condors by individual leg. Understand which legs are profitable and which are dragging.

True break-even calculator

Account for collected premium, rolled credits, and assignment costs to see your actual break-even on every position.

Allocate

Long-Term Option Analytics

LEAPS are not just long calls — they are strategic allocations. Track performance, compare opportunities across tickers, and see how long-dated positions fit your portfolio over time.

LEAPS analytics dashboard comparing long-dated call opportunities with performance metrics

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Theta decay tracking

See daily and monthly theta burn for each long-dated position, computed from live Greeks, alongside days to expiry.

Cross-ticker comparison

Compare LEAPS opportunities across multiple underlying symbols side-by-side with unified metrics for strike, premium, and projected ROI.

Sector allocation targets

Group wheel and LEAPS tickers by sector, set a target percentage for each, and compare it to your actual allocation.

Explore

Scan the Next Action, Not Just the Next Trade

Filter opportunities by DTE, assignment probability, and premium. Compare setups side-by-side with live pricing and backtested context before committing capital.

Strategy comparison scanner showing filtered results with live pricing

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Triple-strategy scanner

Toggle between covered calls, cash-secured puts, and long calls without losing context. Each strategy gets intelligently configured filters.

Live pricing

Every scan pulls live quotes — ROI, OTM%, assignment probability, and premium are calculated from current prices when you run it.

Smart filters

Set maximum assignment probability, DTE range, and strike range to pre-filter opportunities, then rank by annualized ROI.

Roll decision analyzer

When a position needs attention, compare roll options with projected outcomes to make the best move.

Validate

Validate Setups Before You Commit Capital

Run dedicated wheel and options backtests—and opt-in strategy validation—against historical data. See assignment rates, premium collected, and wheel vs. buy-and-hold results. Default scans still surface model assignment probability when a full historical run is not enabled.

Wheel strategy backtest showing assignment distribution and historical performance

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Assignment distribution

Historical assignment rate by strike and DTE across multiple months. Know what actually happened with similar trades.

Win rate and drawdown

Win rate (expired vs. assigned), premium collected, and wheel max drawdown versus buy-and-hold for the setup you test.

Recalculate on live quotes

Rerun a scan at any time and assignment chance and ROI are recalculated from current quotes.

Analyze

Ask Your Portfolio Anything

Connect ChatGPT, Claude, Cursor, Gemini, Windsurf, or any MCP-compatible AI to your live portfolio data. No exports. No screenshots. Just conversation with real positions, scans, and roll analysis.

Chat interface showing a user asking AI about portfolio roll decisions

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Natural language queries

Ask "What expires this week?" or "Find roll opportunities" and get answers backed by your live portfolio data.

Works with your AI

ChatGPT, Claude, Cursor, Gemini, Windsurf, Kimi — use the AI you already pay for. We just expose the data.

Secure API access

Each user gets scoped API keys. We do not use your data to train AI models. You control access.

Live portfolio tools

AI can pull portfolio views, run scans, analyze positions, and even trigger IBKR flex imports.

More from the platform

Sector breakdowns, LEAPS comparison and analytics, roll decision analysis, cost basis tracking, and income calendar views

Allocation view showing sector breakdown for wheel trades
Sector breakdown

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LEAPS comparison across tickers
LEAPS comparison

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Roll decision analyzer for expiring positions
Roll analyzer

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Take-profit and cost-basis tracker showing true P&L per position
Cost basis & take-profit tracking

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LEAPS analytics dashboard with cross-ticker performance metrics
LEAPS analytics

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Frequently Asked Questions

Everything you need to know about Days to Expiry and how it helps options traders

What makes Days to Expiry different from other options trading platforms?

Days to Expiry sells portfolio clarity for investors who trade options. The core differentiators are true cost basis after rolls, per-leg P&L on multi-leg positions, a weekly execution plan for covered calls and cash-secured puts, multi-broker portfolio sync (IBKR Flex plus SnapTrade for 32+ brokers), and AI/MCP portfolio queries for Claude, Cursor, or Windsurf. Scanners use model assignment probability by default; dedicated and opt-in backtests add historical rates. Sector breakdowns, coverage intelligence, and roll analysis round out the workflow.

What strategies does Days to Expiry support?

Days to Expiry supports covered calls, cash-secured puts, iron condors, put credit spreads, call credit spreads, and LEAPS analysis. Our triple-strategy scanner lets you toggle between these approaches without losing context, and the weekly execution plan focuses on actionable CC/CSP income workflows.

Is Days to Expiry free to use?

Yes, Days to Expiry offers a free tier: a daily allowance of covered call and cash-secured put scans, the demo portfolio, and manual CSV upload for portfolio analytics. Paid plans unlock broker sync via SnapTrade and IBKR Flex, unlimited scans, backtests, and AI/MCP portfolio queries.

How does broker integration work?

Connect via SnapTrade for one-click syncing with 32+ brokers, or use IBKR Flex Query with daily auto-refresh as a first-class path. Upload a CSV statement as a fallback for any other broker. The system normalizes every transaction for commissions, stock splits, and corporate actions.

What is options backtesting and how does it help?

Backtesting shows how a trade setup would have performed historically—assignment rates, premium collected, and win rate for a strike and DTE rule. Historical rates live on dedicated wheel/options backtest paths and opt-in strategy runs; default scans and weekly plans surface model assignment probability so you still get probability context without overclaiming universal historical validation.

Can I use Days to Expiry with any broker?

Yes. Connect via SnapTrade for 32+ brokers including TastyTrade, Schwab, Fidelity, Robinhood, E-Trade, and Vanguard. IBKR users can use Flex Query auto-sync. For any other broker, simply upload your CSV statement as a fallback.

Can I use AI to analyze my portfolio?

Yes. Pro users can connect Claude, Cursor, Windsurf, or other MCP-compatible tools to their live portfolio via scoped API keys. Ask questions like "Which positions expire this week?" or "Find me a covered call on AAPL" and get answers backed by your synced portfolio data.

Built for the Expiration Workflow

Unlike generic options tools, Days to Expiry is purpose-built for systematic sellers who manage expiration cycles. We combine real-time market data with historical performance analytics so you can review positions by DTE, assess assignment risk, and decide what to do next — all in one dashboard instead of scattered spreadsheets.

Multi-Broker Integration That Saves Hours

Connect via SnapTrade for one-click syncing with 32+ brokers including TastyTrade, Schwab, Fidelity, and Robinhood — or use our IBKR Flex Query sync with daily auto-refresh for Interactive Brokers accounts. Prefer a manual approach? Upload any broker's CSV statement for instant parsing. Our system normalizes every transaction—handling commissions, stock splits, and corporate actions automatically—so your income dashboardreflects accurate totals without manual reconciliation. Track premiums collected, weekly and monthly ROI, and analyze performance by underlying symbol, expiration date, or strategy type.

Triple-Strategy Scanner With Live Market Data

Our opportunity scanner simultaneously evaluates covered calls for income generation, cash-secured puts for strategic entry points, and LEAPS for leveraged exposure. Configure filters for assignment probability, strike range, and days-to-expiration ranges to eliminate noise and focus on trades matching your criteria. Pricing is pulled live from the market data feed each time you run a scan.

Data-Driven Validation Through Historical Backtesting

Scanned opportunities show model assignment probability by default. When you want history, run a dedicated or opt-in historical backtest to see how a strike and DTE rule played out: assignment rates, premium collected, and win rate before committing capital.

Advanced Position Management Tools

When market conditions shift, our roll decision analyzer compares multiple roll scenarios with projected P&L outcomes. The sector breakdown visualization helps identify concentration risks across your wheel strategy positions. Coverage intelligence clearly indicates which holdings are fully covered by options, partially hedged, or carrying naked exposure—providing a complete risk picture at a glance.

Start Free, Upgrade When Ready

Begin with our free covered call screener and basic portfolio tracking. When you need advanced capabilities like broker sync via SnapTrade, unlimited backtests, and priority support, upgrade to a premium plan. Compare us to Born To Sell or our OptionStrat alternative to see how purpose-built options analytics compares. Ready to explore? View a live demo portfolioor dive into the strategy analyzer.