July 2026
It has been a while since my last product update in February. A lot has changed in Optioneer since then, from a much deeper portfolio experience to the launch of the Android app.
The biggest change is Broker Sync. It is now available for active paid Premium users, with a read-only connection that can bring supported broker data into Optioneer with much less manual work.
I want to explain what it does, why it took time, and what you should expect when you use it.
What Broker Sync does
Broker Sync connects Optioneer to supported brokerages through SnapTrade. The connection is read-only. Optioneer cannot place trades, change orders, or rebalance an account.
The flow is straightforward, but I have kept a review step before history changes your portfolio:
- Connect a supported broker through SnapTrade from Broker Sync in Settings.
- Sync current positions and cash so your Optioneer portfolio can reflect the current state of the account.
- Map each broker account to a new or existing Optioneer portfolio.
- Choose an import start date for the history you want to bring in.
- Review the import results before making changes to your portfolio.
- Import eligible transactions to update your portfolio history.
This is not meant to hide the details from you. Broker data can be complicated, especially around option assignments, exercises, expirations, transfers, and other lifecycle events. The review step is there so eligible history can be imported while ambiguous items are clearly identified.
Why this took time
When I first explored broker connectivity, I looked at building direct broker integrations myself. The idea was appealing because I could control every part of the connection.
In practice, direct API access was only one part of the work. Each broker has its own requirements, data formats, approval process, maintenance needs, and connectivity costs. For a small product, building and maintaining those relationships one by one was too expensive and too complex to be realistic.
I kept looking for a better path and eventually found SnapTrade. It makes read-only broker connectivity possible in a way that fits a product like Optioneer much better, while still letting me build the portfolio mapping, review, and import experience around it.
Broker Sync still creates a real cost for Optioneer for every connected Premium user. For now, I do not want to increase the Premium price because of it. Prices are not changing at this time.
What you should know before connecting
Broker Sync requires active paid Premium. It is not available during the Premium trial. It unlocks after you upgrade to a paid monthly or yearly Premium subscription.
Interactive Brokers is currently the only Optioneer-tested connection. Other brokerages may be available through SnapTrade, but availability and data coverage can vary by broker, region, account type, and the data that brokerage provides.
Current data and history may not arrive together. Positions and cash can update before the related transaction history appears. Recent transactions can arrive later, so a fresh account change may take time to show up in the activity data.
Some option events may need review. Broker records are not always detailed enough to reconstruct every lifecycle event confidently. When the data is ambiguous, Optioneer may hold an item for review instead of making an uncertain portfolio change.
The connection remains read-only throughout. Broker Sync is for tracking and eligible transaction import, not trading.
Android is live
The Optioneer Android app is now live on Google Play. You can use the same Optioneer account to check your portfolios, follow positions, review P&L, and keep alerts close when you are away from your desk.
iOS is in progress
I am working intensively on the iOS release now. The app is actively in development, but I do not want to promise an exact launch date before the release is ready.
Other improvements since February
Broker Sync and mobile took a lot of attention, but they were not the only areas that changed.
Portfolio tracking is much deeper now. The dashboard and performance views were reworked, multiple portfolios are easier to manage, cash and stock activity are handled more clearly, and the Wheel workflow has a dedicated tracker.
The mobile experience also improved well beyond the Android release. I added Android app alerts, better phone layouts, and shareable portfolio snapshots. Import and onboarding flows received steady work too, along with many smaller fixes across P&L reporting, the screener, navigation, and everyday portfolio management.
That is the short version. The full commit history is much longer, but the theme is simple: Optioneer is being actively built, and I am still focused on making portfolio tracking more useful and more reliable.
What comes next
My immediate focus is continuing to improve Broker Sync based on real account data and getting the iOS app ready for release.
Thank you to everyone who has followed the journey, sent feedback, reported an edge case, or trusted Optioneer with their portfolio tracking. Those messages shape more of the product than you might think.
If you already have active paid Premium, open Settings and choose Broker Sync to get started. You can also learn how Broker Sync works, including its current availability and limitations.
If you are new to Optioneer, you can start a trial and see whether the portfolio workflow fits you. Broker Sync will unlock only after upgrading to paid Premium.
Thanks for following along.
- Johnny