Complete Options Analysis for IB Traders
Trading options through Interactive Brokers but struggling to get meaningful analytics? IB\'s native tools are powerful but complex. Our analyzer connects to your IB account and transforms raw trade data into actionable insights—performance tracking, strategy analysis, and portfolio optimization made simple.
✅ Direct IB Integration — Flex Query sync, no manual imports
✅ Strategy-Aware Grouping — Wheel phases, spreads, and complex positions organized logically
✅ Performance Dashboard — Win rates, ROI, Sharpe ratio by strategy
✅ Income Flow Visualization — Premium collected, assigned, rolled over time
✅ Risk Analysis — Concentration, correlation, and exposure breakdowns
✅ Tax-Lot Tracking — Cost basis, wash sales, and P&L by tax year
Create a query template in IB Account Management (we provide the exact steps)
Paste your query token—positions and trades import automatically
Get instant insights on your IB options trading performance
Setup Time
3 minutes
Data Coverage
Full history
Update Frequency
On-demand
Accounts Supported
Multiple
General options tracking with IB sync
Specialized Wheel strategy analysis
Trade journaling and note-taking
Step-by-step IB connection guide
Not at all. Our setup wizard guides you through creating a Flex Query in IB Account Management—just copy, paste, and click. No coding, no API keys, no technical knowledge required.
Absolutely. We use IB's official Flex Query system which provides read-only access to trade history. We never store your IB login credentials. Your data is encrypted and never shared with third parties.
All IBKR account types work: Individual, Joint, IRA (Traditional, Roth, Rollover), Trust, and Corporate accounts. Both IBKR Pro and IBKR Lite are fully supported.
Yes. When you connect, we import your complete trade history (typically back to account opening). This enables long-term performance analysis, win rate calculations, and tax reporting.
PortfolioAnalyst is great for high-level allocation but lacks options-specific metrics. We show Greeks, assignment probability, strategy performance, and income flow—analytics designed specifically for options traders.
Connect all your IB accounts for a unified view. See consolidated performance across accounts or drill into individual account performance. Perfect for traders managing taxable and retirement accounts.
Join traders who are already using our tools to make better decisions.
