Real-Time Portfolio Sync & Advanced Analytics
Still tracking options trades in spreadsheets? Missing real-time visibility into your P&L? Our options tracking software connects directly to Interactive Brokers, automatically importing trades, calculating performance metrics, and giving you a complete view of your options portfolio.
✅ Live IB Integration — Trades sync automatically via Flex Query
✅ Real-Time Position Tracking — Current prices, Greeks, and P&L updated continuously
✅ Strategy Performance Analysis — Compare CSPs, covered calls, spreads side-by-side
✅ Advanced Analytics — Win rate, avg hold time, max drawdown by strategy
✅ Tax Reporting Ready — Wash sale tracking, P&L by tax year
✅ Mobile Dashboard — Check positions anywhere, anytime
One-time Flex Query setup enables automatic trade import and position sync
Options trades, assignments, expirations, and corporate actions captured automatically
Use built-in analytics to identify your best strategies and improve performance
Avg Setup Time
< 5 min
Trades Tracked
Unlimited
Update Frequency
Real-time
Data Retention
Unlimited
Deep-dive portfolio analysis with IB integration
Detailed trade journaling with notes and tags
Specialized tracking for Wheel strategy traders
Find and analyze income opportunities
Unlike generic portfolio trackers, ours is built specifically for options traders. It understands options-specific metrics (Greeks, IV, time decay), handles complex options strategies (spreads, condors, Wheels), and syncs directly with IB—no manual entry required.
We use IB's Flex Query API to securely import your trades and positions. You create a one-time query template in IB, paste the token into our platform, and data flows automatically. No passwords stored, no API complexity.
All major strategies: cash-secured puts, covered calls, naked puts/calls, credit spreads, debit spreads, iron condors, iron butterflies, calendars, diagonals, and custom multi-leg spreads. Each is analyzed with strategy-appropriate metrics.
Yes. Connect multiple IB accounts (individual, IRA, joint) and see aggregated or account-specific views. Useful for traders managing family accounts or separating taxable and retirement strategies.
The platform is fully responsive and works on mobile browsers. We also offer a Chrome extension for quick position checks. Native mobile apps are on the 2025 roadmap.
P&L includes all components: premium collected/paid, assignment gains/losses, commissions, and fees. Real-time P&L uses live market data to show current position values. Historical P&L matches IB statements exactly.
Join traders who are already using our tools to make better decisions.
