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.
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The problem
Options positions make ordinary portfolio trackers break down
A brokerage account can show contracts and fills, but it rarely tells the complete story of a strategy across its legs, adjustments, premiums, and closing activity.
Optioneer groups the position history that belongs together so you can see what you own now, what has already been realized, and how the portfolio is exposed.
Workflow
How it works
- 1
Build the portfolio
Add trades manually, import CSV activity, or use read-only Broker Sync when your paid plan and brokerage are eligible.
- 2
Keep strategies together
Track stock and option legs as single-leg, multi-leg, Wheel, or custom strategies instead of isolated contracts.
- 3
Understand the exposure
Review unrealized and realized P&L, allocation, and Delta, Gamma, Theta, and Vega when reliable market data is available.
- 4
Learn from closed outcomes
Use Your Edge to compare the strategies and underlyings that have actually contributed to realized results.
What it can do
- Stock, single-option, and multi-leg options tracking
- 20 predefined strategy types plus custom strategies
- Realized and unrealized P&L with position activity history
- Portfolio and position Delta, Gamma, Theta, and Vega when data is available
- Multiple portfolios, cash tracking, CSV import, and CSV export
- Shareable trade cards for selected positions and outcomes
Important limits
- Optioneer is designed for US-listed stocks and options; instrument and market-data coverage can vary.
- Greeks and market values are estimates based on available data, not execution prices or guarantees.
- Broker Sync is read-only and requires active paid Premium. It is not included during the trial.
- Optioneer does not place, modify, cancel, or automatically execute trades.
Questions about track and understand
Can Optioneer track multi-leg options strategies?
Yes. Optioneer tracks predefined multi-leg strategies and custom strategies, keeping related legs and activity together in the portfolio.
Which portfolio Greeks does Optioneer show?
Optioneer can show Delta, Gamma, Theta, and Vega at position and portfolio level when the required market data is available and reliable.
How can I add portfolio data?
You can enter trades manually, import supported CSV activity, or connect an eligible brokerage through read-only Broker Sync with active paid Premium.
Continue the workflow
Related Optioneer features
Broker Sync
Keep eligible positions, cash, and transaction history current with read-only access.
Your Edge
See which strategies and underlyings have actually worked for you.
Scenario Lab
Test a hypothetical trade against the portfolio you already track.
Put the full workflow in one place
Track what you own, understand the exposure, find ideas, test portfolio fit, and manage what happens next.