Our platform brings clarity to options trading
Every feature is designed to streamline your workflow, guide your decisions, and keep you organized across the three areas that matter most: managing positions, finding opportunities, and tracking performance.
Managing Positions
Stay on top of rolls, rules, and positions without juggling multiple broker logins or option chains.
See featuresFinding New Opportunities
Turn scanning and discovery into a guided workflow with the filters that matter most to option traders.
See featuresTracking Performance
Stop wrestling spreadsheets; see premium, expirations, and exports in dashboards built for options.
See featuresManaging Positions
Stay on top of rolls, rules, and positions without juggling multiple broker logins or option chains.
Want all your investment accounts in one place with a single login?
One View
ClaritySee all investment accounts in one place; one login to review and act.
- Beautiful dashboards give you a quick glance into your portfolio health across investment accounts.
- Free daily transaction and holding refreshes so balances stay current without juggling broker logins.
- On-demand refresh to see new holdings instantly with the metrics that matter.
Finding New Opportunities
Turn scanning and discovery into a guided workflow with the filters that matter most to option traders.
Spending too much time mixing technicals, fundamentals, and metrics manually?
Option Scan
DiscoveryCombine technical, fundamentals, option metrics, and ROI filters to fit your trading style.
- Select from pre-existing scans or create your own list of scans tailored to your style.
- Find new trade opportunities across different strategies and expirations with one workflow.
Tracking Performance
Stop wrestling spreadsheets; see premium, expirations, and exports in dashboards built for options.
Still tracking premium manually in spreadsheets?
Premium Tracking
InsightConnect accounts and see total premium gain/loss with drilldowns by strategy and alerts.
- See total option contract premium gain/loss across all investment accounts in curated dashboards.
- Get breakdowns of all option contracts by strategy, moneyness, and rule alerts without spreadsheets.
How It Works: Quick Answers
Here are a few quick answers about managing positions, finding opportunities, and tracking premium in Pro Options Platform.
How do I see all brokerage accounts in one place?
Connect your investment accounts once and view all balances, holdings, and portfolio health together. The data updates automatically every day, and you can trigger on-demand refreshes whenever you want.
How does the AI roll assistant help me manage positions?
Rolli shows possible roll paths in seconds, including credit and debit rolls, new expirations, and the impact on your overall position. You also get a clear history of past rolls so you do not need to dig through chains manually.
How do custom option rules and alerts work?
You can create rules based on moneyness, days to expiration, profit and loss, sentiment, and more. Use the prebuilt rules or create your own, and get notified when a contract meets your criteria.
How do I find covered call opportunities quickly?
The platform highlights covered call opportunities from your current holdings so you can generate income without searching through every ticker. You will instantly see which positions are eligible.
How can I scan for new option trades?
The advanced options scanner lets you combine technical filters, fundamental data, option metrics, and ROI requirements. You can also start with prebuilt scans designed for common trading styles.
Can I track individual contracts and movers?
Yes. Create watchlists for individual contracts and view sortable lists of the biggest movers so you can focus your attention where it matters most.
How do I research chains without switching tools?
You can view chains, charts, Greeks, news, and trade details all in one workspace. This helps you confirm entries and exits without jumping between multiple websites.
How do I track premium without spreadsheets?
Premium dashboards calculate gains and losses across your accounts and strategies automatically. This replaces manual spreadsheets with organized, real-time analytics.
How can I stay ahead of expirations and collateral impacts?
The expiration calendar shows each upcoming contract along with its cash impact and collateral requirements. Weekly reminders help you plan ahead and avoid assignment surprises.
Can I export transactions and positions easily?
Yes. Export Hub lets you download all transactions and open positions from every connected account in a single Excel-ready CSV with one click.
Is there a contract dashboard for quick action?
Yes. There is one dashboard that displays all of your option contracts. You can quickly open chains, Greeks, news, and important action items from one place.
How does Pro Options Platform replace manual tracking?
Daily automated updates, on-demand refreshes, AI roll assistance, and export-ready data keep your options workflow organized and current without manual entry.