True cost basis after rolls, per-leg P&L, a weekly execution plan, multi-broker sync, and AI portfolio queries. OptionStrat Live Flow is $99.99/mo; Days to Expiry Pro is $50/mo (verified 2026-08-13).
OptionStrat is strong at strategy builders, P&L diagrams, and flow tools—but income traders still leave without true portfolio clarity. Days to Expiry connects Interactive Brokers via Flex Query and 36+ brokers via SnapTrade, demystifies multi-leg positions into roll-adjusted cost basis and per-leg P&L, and generates a weekly execution plan for covered calls and cash-secured puts. Ask Claude, Cursor, or Windsurf about your live portfolio via scoped API keys. You still get income-focused scanning with assignment probability and dedicated backtests when you want historical context—without paying for meme-flow features you never use. OptionStrat Live Flow is $99.99/mo; Days to Expiry Pro is $50/mo (verified 2026-08-13). The product difference is portfolio truth and a repeatable weekly workflow, not unusual flow.
Tap to view full size
No True Cost Basis After Rolls — Broker and builder views leave roll-adjusted basis and multi-leg P&L murky
No Weekly Execution Plan — You still decide strike, expiry, and premium by hand every week
Weak Portfolio Sync — Analysis and live positions stay disconnected across brokers
Live Flow is $99.99/mo for unusual-flow / social tooling (optionstrat.com, 2026-08-13)—not a portfolio-clarity product
Roll-adjusted basis and break-evens brokers and builders often obscure
Auto-detect spreads and condors; see which legs drive profit or drag
What to sell this week—strike, expiry, expected premium and yield
IBKR Flex first-class; SnapTrade for 36+ brokers; CSV when needed
Connect Claude, Cursor, or Windsurf to live portfolio data
OptionStrat Live Flow is $99.99/mo; Days to Expiry Pro is $50/mo (verified 2026-08-13). Income scanners and backtests, not Flow-tier social/flow tooling.
Tap to view full size
Sync Interactive Brokers via Flex Query or connect 36+ brokers through SnapTrade. CSV import remains available as a fallback. Your positions and trades become the source of truth—not a separate watchlist.
Review roll-adjusted true cost basis, per-leg P&L, coverage, and open risk. Multi-leg strategies stop looking like disconnected broker legs.
Generate a bounded weekly execution plan for covered calls and CSPs with model assignment probability and premium context. Use dedicated backtests when you want historical assignment rates. Query the same live portfolio from Claude, Cursor, or Windsurf.
Setup Time
< 5 min
Brokers via SnapTrade
36+
Weekly Plan
Auto
Free Trial
14 days
| Spec | Value | Source |
|---|---|---|
| Pricing | Live Tools $39.99/mo; Live Flow $99.99/mo (monthly). Annual toggle advertised as Save 12%. | Verified 2026-08-13 |
| Free tier / trial | Free plan with delayed data and limited access to each feature. Paid plans advertise a 7-day trial. | Verified 2026-08-13 |
| Broker sync | Not offered / not stated on public pages — OptionStrat is a visualization/flow toolkit, not a live broker portfolio sync. | Verified 2026-08-13 |
| Cost basis | Not offered / not stated on public pages — no roll-adjusted portfolio cost basis. Builder shows trade cost/credit and breakevens for modeled strategies. | Verified 2026-08-13 |
| Per-leg P&L | Not offered for live broker portfolios. Flow can detect spreads/condors; builder shows combined (net) greeks and P/L for modeled multi-leg strategies. | Verified 2026-08-13 |
| Weekly plan | Not offered / not stated on public pages. | Verified 2026-08-13 |
| Import formats | Not offered / not stated on public pages. Saved strategies can be exported (membership). | Verified 2026-08-13 |
| Strategy coverage | 50+ strategy templates including covered calls and multi-expiration structures; unusual options flow; optimizer. | Verified 2026-08-13 |
| Builder / Greeks | Strategy builder + optimizer with net greeks, chance of profit, IV adjustments, volume overlay (membership). Unusual flow is the paid differentiator. | Verified 2026-08-13 |
| API / MCP | Not offered / not stated on public pages. | Verified 2026-08-13 |
| Best for | Traders who want to visualize/optimize option strategies and watch unusual options flow before entry. | Verified 2026-08-13 |
| Days to Expiry Pro price | Pro $50/mo ($500/yr). Amounts from live Stripe prices API backing /pricing. | Verified 2026-08-13 |
| Days to Expiry free tier / trial | Demo portfolio free. 14-day free trial (no credit card to start). Free plan: demo + manual CSV + Chrome extension. | Verified 2026-08-13 |
In-depth OptionStrat review: strategy builder, Live Flow pricing, pros and cons for income traders
Income-focused scanning for credit spreads, CSPs, and covered calls
How IBKR Flex sync powers portfolio clarity
Dedicated historical validation for wheel and options strategies
Plan and track complete wheel cycles from cash-secured puts to covered calls
Find high-probability CSP opportunities with assignment probability context
Screen for optimal covered call setups with downside protection analysis
Compare our plans and start your 14-day free trial—no credit card required
Everything you need to know about getting started
