Options have many moving parts — price, time decay, volatility, Greeks.
The challenge isn't trading them. It's seeing clearly what's happening across your positions. Optioneer brings that context into one portfolio view.
If you’re looking for an options trading tracker instead of spreadsheets, you’re in the right place. Start here: Optioneer vs WingmanTracker. Need quick definitions? Browse the glossary.
Start 7-day Premium trialUnlike stocks, options have multiple dimensions working simultaneously. Time decay erodes value daily. Volatility shifts can swing prices overnight. Directional exposure changes as the underlying moves.
Without a clear view of what's happening, traders often feel overwhelmed. Positions seem profitable one day and confusing the next.
The solution isn't more complexity — it's better visibility.
When you can see your total P&L, your aggregate Greeks, and your performance trends in one place, options become far more manageable. Optioneer reduces spreadsheet formula maintenance and uses available market data for portfolio insight.
Track what you have, research ideas, and test a decision before acting.
Start in 60 seconds and evaluate the workflow.
Enter a position on the Portfolio page. Multi-leg strategies fully supported.
Your Dashboard shows portfolio metrics when the required data is available.
Use the Screener to filter options, or upgrade for market-wide Discovery scans.
Scenario Lab shows how a potential trade could change the portfolio you already track — without adding a real position.
Considering a roll? Roll Assistant compares expirations, strikes, and estimated money received or paid before you decide what to do.
We know starting a new tool can feel uncertain. Here's exactly what to expect.
A short Dashboard checklist guides your first steps
Adding a trade unlocks P&L and available Greeks in the portfolio view
Metrics use recorded activity and available market data
You're prompted when it's time to explore the Screener
One of the biggest frustrations with tracking options is the manual overhead — looking up prices, calculating Greeks, updating spreadsheets.
Optioneer handles the portfolio calculations after activity is recorded manually, imported from CSV, or synchronized through eligible read-only Broker Sync.
Record the activity once, then review the portfolio as available market data changes.
Scattered data across broker and tools
One dashboard for all positions, P&L, and Greeks
No portfolio-level risk view
Review available Greeks and exposure by underlying
Manual tracking is tedious
Record activity once and review updates as market data changes
Hard to spot opportunities
Screener filters and Discovery scans surface candidates to review
Spreadsheets break and lag
Updated pricing data, no formulas to maintain
These aren't just numbers — they're decision-making tools.
P&L tells you the bottom line: how much you've made or lost. Track both unrealized P&L (open positions) and realized P&L (closed trades). Over time, this reveals which strategies actually work for you.
Prefer income strategies? See examples for covered calls, the wheel strategy, and iron condors.
Greeks aren't just academic formulas. They're tools experienced traders use daily.
Quick refresher? See the plain-English Greek definitions.
Describes stock-direction sensitivity.
Positive Delta suggests positive sensitivity to a small rise in that stock, with other factors held constant. Near-zero Delta still leaves time, volatility, and other risks.
Estimates daily sensitivity to time passing.
Theta estimates the effect of one day passing with other factors held constant. Positive Theta is not daily income or guaranteed profit.
Reveals how fast your exposure can shift.
Gamma estimates how Delta changes as the stock price moves. A larger absolute Gamma means directional sensitivity can change more quickly.
Estimates sensitivity to implied volatility.
Vega describes the value change for a one-percentage-point move in implied volatility, holding other factors constant. It is an estimate, not a prediction.
Beyond P&L, track win rate, average return per trade, and performance by strategy. Are your covered calls outperforming spreads? You'll know.
Monitor days to expiration (DTE) for all positions. Know when they need attention as time sensitivity changes near expiration. Track max loss and break-even points.
Beyond portfolio-wide Greeks, individual trades come with their own metrics that help you compare setups and manage expectations.
IV is the volatility implied by an option’s price, not a prediction. Higher IV generally means a larger premium when other inputs stay the same.
POP estimates the likelihood a trade ends profitably based on current conditions. It's a planning tool for comparison — not a guarantee.
The stock price where the trade’s expiration profit/loss is zero under the assumed fills, before fees. It does not guarantee an earlier exit at no loss.
These metrics are calculated from recorded trade details and available market data.
Getting assigned on a short put or having your shares called away doesn't have to disrupt your tracking. When assignment happens, your options position closes and a stock position opens (or closes).
How to handle it in Optioneer:
This keeps your P&L accurate and lets you continue the Wheel Strategy or sell covered calls against your new shares.
Rolling means closing your current option and opening a new one—typically at a different strike or expiration. Traders may compare rolls to extend time, change the strike, or change exposure.
A roll credit is not automatically profit. The transaction closes one option and opens another position with its own remaining risk. The money received or paid is separate from the realized result of the original option.
To compare alternatives before acting, follow the Roll Assistant guide, or review its current capabilities. Want to see what a possible roll would do to the rest of your portfolio? Preview it in Scenario Lab.
Tracking rolls properly matters. If you just delete the old position and add a new one, you lose the connection between them. Optioneer lets you:
Your trade history reflects the full sequence, making it easy to evaluate whether rolling was the right call.
Multi-leg strategies—spreads, iron condors, straddles, strangles—are where standard brokerage views fall short. They show each leg separately, making it hard to see the combined position.
Optioneer groups legs intelligently. When you add a vertical spread, both legs appear together with:
The same applies to iron condors (4 legs), butterflies, and calendar spreads. You see the strategy as a unit, not a jumble of individual options.
No. Optioneer supports manual tracking and CSV imports without a broker connection. After the trial, active paid Premium users can optionally connect one or more available brokerages through SnapTrade for read-only portfolio synchronization and analytics. Interactive Brokers is currently the only connection Optioneer has validated end to end.
Add positions manually or connect multiple brokerages from Settings → Broker Sync with active paid Premium. Optioneer can consolidate linked accounts into your portfolios regardless of where you execute trades.
Export your available positions and trade history from your account as CSV when export access is available.
Optioneer is available on iOS through the App Store, on Android through Google Play, and as a responsive web app.
Join traders who track and discover options with confidence. No spreadsheets, no guesswork — just clear visibility into your portfolio.
Try tracking your first tradeYour Premium trial includes market-wide Discovery, trending scans, and advanced filtering. Continue with monthly or yearly Premium if it fits your workflow.