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.
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.
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.
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.
Settings
User preferences, billing, and data sources.
Sharing
Share cards for positions and performance, plus the public portfolio link.
Subscription
Free vs. Pro plans and how billing works.
Support
How to reach us when something doesn't look right.
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.