Keep your broker. Close the analytics gap: true cost basis after rolls, per-leg P&L, weekly execution plans, multi-broker sync, and AI portfolio queries.
TastyTrade is a strong broker for executing options trades—but once the trade is on, portfolio truth is thin. No roll-adjusted cost basis. No clean per-leg P&L on multi-leg structures. No structured weekly execution plan for what to sell next. Days to Expiry is the analytics layer income traders build spreadsheets to replace: connect via SnapTrade (including TastyTrade among 36+ brokers) or IBKR Flex, see true cost basis and per-leg P&L, follow an auto-generated weekly plan, and query live portfolio data from Claude, Cursor, or Windsurf.

Tap to view full size
No True Cost Basis After Rolls — Broker P&L doesn’t demystify roll-adjusted basis or multi-leg break-evens
No Per-Leg Clarity — Spreads and condors stay hard to read as combined exposure
No Weekly Execution Plan — You rebuild the “what to sell / roll / close” list every Sunday
Manual Exports for Analysis — Deep income and portfolio work still means CSVs and spreadsheets
Roll-adjusted basis and break-evens your broker view often obscures
Multi-leg positions broken down by leg with combined exposure
What to roll, close, or open—strike, expiry, and premium context
SnapTrade 36+ (including TastyTrade) and IBKR Flex; CSV fallback
Ask Claude, Cursor, or Windsurf about live positions in plain English
Monthly premium, win rate by strategy, and annualised ROI

Tap to view full size
Link via SnapTrade for TastyTrade and 36+ other brokers, or use Interactive Brokers Flex Query for first-class automated sync. CSV remains available as a fallback. Trades, rolls, expirations, and assignments feed the portfolio view automatically.
See roll-adjusted true cost basis, per-leg P&L, coverage, and income metrics—monthly premium collected, win rate, and ROI—the clarity TastyTrade’s platform doesn’t center for income sellers.
Each week Days to Expiry generates a bounded action list from your live portfolio: rolls, closes, and new covered call or CSP opportunities. Query the same data from Claude, Cursor, or Windsurf via scoped API keys.
Setup Time
< 5 min
Manual CSV Exports
Optional
Avg Positions Tracked
28
Weekly Plan
Auto
Everything you need to know about getting started