Documentation
Everything you need to know about using Option Tracker to manage your options trading journey.
Getting Started
Getting Started
Learn how to create an account and start tracking your options trades with Option Tracker.
Dashboard Overview
Your options trading command center. View portfolio value, daily P&L, open positions, upcoming expirations, and quick actions all in one place.
Multi-Account Management
Learn how to organize your trades by brokerage account or strategy using multiple accounts in Option Tracker.
Importing Trades
Import your existing trades from CSV files, Excel spreadsheets, or screenshots using AI-powered parsing with approval workflow, trade matching, and undo support.
Navigation
Navigate Option Tracker efficiently using the sidebar, mobile menu, keyboard shortcuts, and command palette. Find any feature or page in seconds from anywhere in the app.
Trading
Managing Trades
Learn how to log, track, and close your option trades with detailed step-by-step instructions.
Rolling Trades
Learn how to roll option positions to new strikes and expirations while tracking your entire roll chain and net premium collected.
Stock Positions
Manage stock positions from option assignments or direct purchases. Track cost basis, write covered calls, monitor performance, and close positions with full P&L history.
Covered Calls
Learn how to sell covered calls against your stock positions to generate premium income. Track assignments, calculate yields, and manage your positions effectively.
Multi-leg Strategies
Track vertical spreads, strangles, straddles, and calendar spreads with combined P&L and max profit/loss calculations.
Index Options
Trade SPX, SPXW, NDX, VIX, RUT, and other index options with automatic symbol mapping and smart expiration filtering.
Features
Live Options Pricing
Get real-time options prices, contract matching, break-even tracking, and expiration alerts for your trades.
Analytics
Analyze your options trading performance with win rates, P&L charts, strategy breakdowns, and portfolio metrics. Track trends and identify areas for improvement.
Settings
Customize Option Tracker to fit your trading style. Configure accounts, notification preferences, display options, email summaries, and connect your brokerage data.
Watchlist
Build your watchlist with real-time stock prices, IV levels, RSI indicators, and personal notes. Spot opportunities and track tickers before entering new positions.
Calendar
View all your option expirations and earnings events in a visual calendar. Plan trades around key dates and never miss an expiration or assignment deadline.
Trade Journal
Document your trading decisions with rich notes and image attachments for every trade.
Keyboard Shortcuts
Master Option Tracker with keyboard shortcuts and the command palette. Navigate faster, enter trades quickly, and access any feature without touching your mouse.
Greeks Tracking
Monitor Delta, Gamma, Theta, Vega, and IV for your option trades with real-time data and AI analysis.
Privacy Mode
Protect your privacy when trading in public. Instantly blur account balances, P&L numbers, and position sizes with one click. Perfect for coffee shops, offices, or streaming.
AI Assistant
Get intelligent portfolio analysis, trade suggestions, and answers to your options trading questions with the built-in AI assistant.
Exporting Data
Export your trading data in CSV or Excel format for backup, analysis, or use in other applications.
Trash & Recovery
Accidentally deleted a trade? No problem. Recover deleted trades and stock positions from the trash with one click. Items are automatically purged after 30 days.
Guides
Trade Entry with Live Validation
Step-by-step guide for entering options trades with automatic contract matching and validation.
P&L Tracking Guide
Understanding profit and loss calculations, break-even tracking, and how live pricing updates your P&L.
Expiration Management Guide
Master option expiration management with alerts, roll recommendations, and step-by-step guidance. Know when to close, roll, or let positions expire for maximum profit.
Live Pricing Troubleshooting
Solving common issues with live options pricing, contract matching, and price refresh.
Need more help?
Can't find what you're looking for? Check out our blog for tips and strategies, or contact our support team.