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.
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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 — no exports, no uploads, no manual entry.
Current prices, Greeks, and P&L updated continuously throughout the trading day.
Compare CSPs, covered calls, and spreads side-by-side with unified metrics.
Win rate, average hold time, and max drawdown analysed by strategy type.
Wash sale tracking and P&L by tax year — simplify your annual filings.
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
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
Everything you need to know about getting started
