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.

  1. 01

    Track

    Build the portfolio with manual entry, CSV import, or eligible read-only Broker Sync.

  2. 02

    Understand

    Review P&L, Greeks, lifecycle history, and the results that make up Your Edge.

  3. 03

    Find

    Use Discovery and saved screens to narrow the market into candidates to research.

  4. 04

    Test

    Run a hypothetical trade against the actual portfolio in Scenario Lab.

  5. 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 feature

Track 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 feature

Find opportunities

Find options ideas with Discovery and reusable screens

Explore strategy candidates from a configured universe of more than 2,500 stocks, narrow results with practical filters, and save screens. Coverage varies by scan and data availability.

Explore feature

Scenario Lab

Test a trade before you make it

What would a possible trade change in the portfolio you already have? Add it hypothetically and compare the before-and-after estimates. Nothing here changes your real positions or places an order.

Explore feature

Roll Assistant

See what changes when you roll an option

Rolling means closing the option you have and opening another one, usually with a different expiration, strike, or both. Compare what you might receive or pay, how much time you add, and how your exposure changes.

Explore feature

Understand 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 feature

Paid 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 works

See 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.

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