The Optioneer workflow
From the portfolio you own to the trade you are considering
Optioneer is an options portfolio tracker that connects day-to-day tracking, portfolio analysis, opportunity discovery, hypothetical testing, and position management.
- 01
Track
Build the portfolio with manual entry, CSV import, or eligible read-only Broker Sync.
- 02
Understand
Review P&L, Greeks, lifecycle history, and the results that make up Your Edge.
- 03
Find
Use Discovery and saved screens to narrow the market into candidates to research.
- 04
Test
Run a hypothetical trade against the actual portfolio in Scenario Lab.
- 05
Manage
Compare eligible roll candidates and keep each position lifecycle current.
Explore the core product
Each page explains the workflow, factual capabilities, and current limitations—not just a feature list.
Track and understand
Options portfolio analytics built around the positions you own
Track stocks, single options, and multi-leg strategies in one portfolio, then understand P&L, exposure, and portfolio Greeks without rebuilding a spreadsheet.
Explore featureTrack the lifecycle
Track the complete Wheel lifecycle in one view
Follow cash-secured puts, assignment, shares, covered calls, premium, and exits as one connected Wheel cycle.
Explore featureFind opportunities
Find options ideas with Discovery and reusable screens
Explore strategy candidates across more than 2,500 stocks, narrow the market with practical filters, and save the screens you want to run again.
Explore featureTest portfolio fit
Test a hypothetical trade against your actual portfolio before placing it
Build a stock or options scenario, inspect its payoff, and see the estimated effect on portfolio Greeks, cash, and concentration without changing a real position.
Explore featureManage the next decision
Compare potential rolls using current option-chain data
Start from an eligible position, compare deterministic roll candidates from the current chain, and take a candidate into Scenario Lab for a portfolio-level check.
Explore featureUnderstand your results
See which strategies and underlyings have actually worked for you
Use your own realized trade history to compare outcomes by strategy and underlying instead of relying on a generic backtest.
Explore featurePaid Premium · Read-only
Keep an eligible portfolio current with Broker Sync
Connect a supported brokerage, map accounts, and import eligible activity without giving Optioneer trading permission.
Read how Broker Sync worksSee the workflow with your own portfolio
Start with a 7-day Premium trial. Broker Sync activates only after the trial with an active paid Premium subscription.