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Days to Expiry

Interactive Brokers Options Trading Journal with Auto-Sync

Track, Analyze & Improve Your Options Trading

Serious options traders keep journals. But manual entry is tedious and error-prone. Our trading journal syncs directly with Interactive Brokers—trades imported automatically via Flex Query—and records the market context at each entry (IV rank, SPY trend, SPY realized volatility) so you can see which conditions produce your best results.

Scanner results with a Your Track Record popover summarising your past trades on the ticker

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Problem

Trading Journals Are High Effort, Low Value

Manual Entry Kills Consistency — You start strong but stop after a few weeks

Missing Context — Raw trade data lacks your reasoning and market conditions

No Pattern Recognition — Can't identify which setups work best for you

Scattered Notes — Trading ideas in one app, trades in another, journal in a third

Solution

Automated Journaling with Full Context

Auto-Import from IB

Trades synced automatically via Flex Query — no typing required.

Market Context at Entry

IV rank, SPY 20-day trend, and SPY realized volatility recorded automatically for each trade.

Setup Pattern Analysis

Results broken down by market regime, DTE bucket, and OTM bucket — automatically.

Performance Review

Weekly and monthly premium history, an income calendar, and win-rate statistics.

CSV Export

Your data, your control — export your option trades as a CSV anytime.

Notifications panel showing take-profit rules and roll alerts for open positions

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How it works

Get started in 3 simple steps

1

Connect IB Account

Flex Query link imports the last 365 days of trades, then new trades automatically

2

Review Each Trade

See each trade with its outcome, premium captured, and the market regime at entry

3

Analyze Patterns

Discover which DTE ranges, moneyness levels, and market conditions produce your best results

Example Trade Log Entry

AAPL Cash-Secured Put

Jan 15, 2025 • Expired worthless

+$215 Profit
Sold

$175 Put @ $2.15

DTE

21 days

ROI

1.2%

Market Context at Entry (auto-captured)
IV Rank

62 (High IV)

SPY Trend

Uptrend

SPY Realized Vol

Low

Outcome

Expired worthless — 100% of the premium captured. Across your history, regime analytics show how trades opened in high-IV conditions performed compared with the rest of your trades.

Key Metrics

Trade Import

Automatic (IB Flex)

Market Context

Auto-captured

Regime Analysis

Automatic

Data Export

CSV

Frequently Asked Questions

Everything you need to know about getting started

Why do I need a trading journal if IB tracks my trades?

IB tracks what you traded, not the conditions you traded in. The journal records the market context at each entry and breaks down your results by regime, DTE, and moneyness—critical for identifying patterns in your decision-making and improving over time.

How does the sync work?

Our system connects to IB via Flex Query and imports new trades automatically with a daily refresh. If you also set up an optional Trade Confirmation Flex Query, same-day fills are pulled every 15 minutes during US market hours.

What market context is recorded for each trade?

For each trade the journal records the IV rank, the SPY 20-day trend, and SPY 20-day realized volatility at the time the position was opened. This is captured automatically—no manual entry.

How much trade history is imported?

Your first sync imports the period your Activity Flex Query covers—up to the last 365 days. From then on, new trades are added on every sync, so your journal keeps growing.

Does the journal identify my best setups?

Yes. Analytics break down your results by market regime (IV, SPY trend, SPY realized volatility), DTE bucket, and OTM bucket, and the scanner shows your own track record on each ticker before you place a new trade.

Can I export my journal data?

Yes. Export your option trades as a CSV (date, underlying, strike, expiry, quantity, premium, status, and ROI). Your data belongs to you and can be downloaded anytime.

Ready to Get Started?

Join traders who are already using our tools to make better decisions.