Welcome to OptionsPro
OptionsPro is a complete toolkit for options traders - journal your trades, measure risk, and spot opportunities across your positions.
OptionsPro pulls trades directly from your brokerage, normalizes them into strategies, and surfaces the analytics that help you trade better. This documentation covers every part of the OptionsPro trade journal, from brokerage sync and strategy detection to portfolio Greeks, risk analytics, and the built-in AI assistant. Whether you're connecting your first account or fine-tuning how you track positions, you'll find a guide for it below.
What's in the app
Every major feature is documented below, organized the same way they appear in the product.
Dashboard
P&L at a glance, equity curve, recent trades.
Calendar
Monthly heatmap of trades, realized P&L, and upcoming expirations.
Trades
Every open and close, searchable and filterable.
Positions
Live view of every contract you currently hold.
Expiration & Assignment
How expiration is recorded, how assignment affects shares, and how to correct a settlement.
Bulk Actions
Select rows across tables to assign, delete, refresh, or group them.
Stocks
Stock holdings with average cost, market value, and unrealized P&L.
Wheel Cost Basis
What assigned shares really cost after collected premium.
Strategies
Auto-detected spreads, straddles, and condors.
Custom Strategy Grouping
Group legs into your own strategy, or break one up.
Rolling Repair Assistant
Scored roll candidates for a position you want to repair.
Risk & Insights
Key risk indicators, portfolio Greeks, and the AI assistant.
Profit Calculator
Model a new position before you enter it.
Market Data
Where quotes and Greeks come from, and how fresh they are.
Large Trade Histories
What the amber partial-data notice means, and which figures stay exact.
Brokerages
Connect and manage brokerage integrations.
Data Quality Warnings
What the orange badge on a connection is telling you.
Trends
P&L and win rate broken down by weekday, hour, and days to expiration.
Portfolios
Group trades into named buckets for slicing analytics.
Trade Import
Bulk-import trades from CSV, Excel, PDF, images, or broker exports.
Product Tours
The guided walkthroughs on each page, and how to skip or replay them.
OptionsPro Academy
The free options course at /learn, and how it fits alongside these docs.
Free Tools
The no-login calculators at /tools, and when to use the in-app versions instead.
Settings
User preferences, your data export, billing, and data sources.
Exporting Your Data
Download your whole journal, or just the trades and positions you have filtered.
Sharing
Share cards for positions and performance, plus the public portfolio link.
Subscription
Free vs. Pro plans and how billing works.
Email from OptionsPro
Which emails we send, what starts them, and how to turn them off.
Support
How to reach us when something doesn't look right.
Reading these docs inside the app
You don't have to leave OptionsPro to read any of this. The ? button in the app header opens the page you're looking at right now in a panel beside your data:
- Signed in on a desktop browser - the matching doc slides open in a side panel. The button turns blue while it's open, and clicking it again closes it. A See All Documentation button at the bottom of the panel opens the full docs site in a new tab.
- On a phone, or signed out - the matching doc opens in a new tab instead, since there's no room for a side panel.
Which page you get follows the page you're on: Trades opens Trades, Brokerages opens Brokerages, the Go Pro page opens Subscription, and anywhere without a specific match opens this index.
The AI assistant can search these same pages too, so "how do I connect a brokerage?" gets an answer with the relevant doc cited.
New here?
Start with the Getting Started guide - it walks you through signing up, connecting your first brokerage, and understanding the data-sync lifecycle.
OptionsPro is built for traders who want clarity without complexity - one place to track every trade, measure portfolio risk, and see what's actually working. Whether you're trading covered calls on a single account or running multi-leg strategies across several brokerages, these docs cover every feature in detail, from the basics of brokerage sync to the more advanced risk and Greeks analytics. If you run into something that isn't covered here, the Support page has the fastest way to reach the team.