01
Track
Keep the real portfolio together
Track stocks, options, multi-leg strategies, and the full Wheel lifecycle in one portfolio.
- Manual entry and CSV import
- Read-only Broker Sync with active paid Premium
Now available on iOS and Android·Download the appsThe Options Portfolio Tracker
The Options Portfolio Tracker
For the Full Trade Workflow
Track what you own, understand P&L and Greeks, find opportunities, test them against your actual portfolio, and manage what happens next.
7-day Premium trial. Card required. Pay $0 today.
Your selected subscription starts after the trial unless you cancel. Read-only Broker Sync unlocks with active paid Premium.
"First time I actually understand my options P&L… not guessing anymore."
Why Traders Switch to Optioneer
If you're tracking trades in spreadsheets, this will look familiar…
From chaos to clarity
You're leaving money on the table because you can't see the full picture. It's time to change that.
Before
Spreadsheet Hell
options_tracking_FINAL_v7_USE_THIS.xlsx
Ticker
Strike
Expiry
P&L
Delta
Notes
AAPL
175
12/20
#REF!
???
fix
TSLA
250
01/17
+$342
#VALUE!
-
SPY
480
11/15??
-$156
0.42
expired?
NVDA
500
02/21
#DIV/0!
-
update
⚠ Formula Error
Cell D2: #REF!
Remember to
update Greeks!
update Greeks!
- Spreadsheets that break with every new trade
- No idea what your actual win rate is
- Hours wasted on manual data entry
- No idea what your Greeks actually mean
After
Optioneer Dashboard
optioneer.io/dashboard
Portfolio Dashboard
CLEAR
Total P&L
+$8,450
↑ 12.5%
Unrealized
+$3,240
Open
Realized
+$5,210
Closed
Avg ROI
+18.4%
Per trade
Portfolio Performance
Greeks
Δ 125.4Θ +85.6Γ 4.2
Top Exposure
TSLA
- Enter trades once, track continuously
- Greeks calculated automatically
- See your entire portfolio at a glance
- Beautiful P&L charts and analytics
- Never lose track of a position again
New • Now available on iPhone
Your options portfolio.Now on iPhone.
Track your positions, monitor P&L, and keep important options alerts within reach—wherever you are.
Free to download. Premium access requires an active trial or subscription.
Track your portfolio anywhere
Review positions, P&L, cash, and exposure from your phone.
Keep important alerts close
See expiry, profit-target, stop-loss, and assignment-risk alerts.
One connected options workflow
Track. Understand. Find. Test. Manage.
Optioneer connects the position you own, the opportunity you are considering, and the decisions that follow.
02
Understand
See exposure and your actual results
Review portfolio P&L and Greeks, then use Your Edge to see which strategies and underlyings have actually worked for you.
- Delta, Gamma, Theta, and Vega
- Realized results by strategy and underlying
03
Find
Turn a broad market into candidates
Use Discovery to scan more than 2,500 stocks, apply options filters, and rerun custom Saved Screens.
- Strategy-based scans
- Up to 50 Saved Screens with Premium
04
Test
Test portfolio fit before placing the trade
Scenario Lab tests a hypothetical trade against your actual portfolio without changing a real position.
- Payoff, cash, and concentration
- Estimated change to portfolio Greeks
05
Manage
Compare what could happen next
Roll Assistant compares eligible roll candidates using current option-chain data. No candidate is scored or recommended.
- Transparent filtering and sorting
- Send a candidate to Scenario Lab
Trusted by Traders
What traders are saying
5.0
•from real tradersAs featured on
Community platforms where traders discover new tools
Featured Reviews
"The UI is straightforward, the logic behind trades feels correct, and it focuses on insight rather than flashy charts. You can tell the goal is helping you make better decisions."
Mihai
"It feels like it was built by someone who actually trades options. It handles what spreadsheets can't: multi-leg strategies, realistic P&L, and trade history, all with a pretty interface."
Iulian
"I struggled to have a dashboard with all my trades from different platforms. This helped me with seeing all the data across markets in one place. I could do better analytics, decisions because of this. No more spreadsheets needed. Thank you"
Alexandru
Retail Trader
Try Premium. Keep it if it fits your workflow.
Start with a 7-day Premium trial. Add a payment method and pay $0 today. Your selected subscription starts after the trial unless you cancel.
Want automatic portfolio updates? Read-only Broker Sync is included with paid Premium and unlocks after the trial. Learn about Broker Sync.
Frequently Asked Questions
Optioneer does not offer a free plan. The 7-day Premium trial requires a payment method and costs $0 today. Your selected subscription starts after the trial unless you cancel.
Planning a trade before tracking it? Run the numbers with our Free Options Calculator.
Want to know why we made this? Learn more about Optioneer and our mission to build better tools for retail traders.
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