Automatic 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.
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Manual Data Entry — Typing every trade into spreadsheets wastes hours each week
No Real-Time P&L — Can't see current position values without logging into IB
Performance Metrics Scattered — Win rates, avg ROI, best/worst trades in different places
Strategy Analysis Impossible — Can't track which strategies perform best over time
Trades sync automatically via Flex Query with a daily refresh — no exports, no uploads, no manual entry.
Open positions repriced with current market data when you load the portfolio; option marks refresh every 15 minutes during market hours.
See put and call premium income, closures, and retained cash side by side.
Win rate, close/expire rate, and results by DTE, moneyness, and market regime.
Monthly time-weighted returns alongside an income calendar by month.
Check positions anywhere, anytime — fully responsive across all devices.
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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
Setup
Flex token + Query ID
Trade Import
Automatic
Sync Frequency
Daily
Data Export
CSV
Deep-dive portfolio analysis with IB integration
Automated trade log with market context at entry
Specialized tracking for Wheel strategy traders
Find and analyze income opportunities
Everything you need to know about getting started
