Our platform brings clarity to options trading
Every feature is designed to streamline your workflow across four key areas: managing your portfolio, finding opportunities, staying organized, and tracking performance.
Managing Your Portfolio
Connect your brokerage accounts and see positions, holdings, and rules in one place without juggling broker logins.
See featuresFinding Opportunities
Use flexible scanner filters to surface option contracts that match your strategy and return targets.
See featuresStaying Organized
Replace scattered spreadsheets with a single view of your positions, history, and reminders.
See featuresTracking Performance
Stop wrestling spreadsheets; see premium and performance in dashboards built for options.
See featuresManaging Your Portfolio
Connect your brokerage accounts and see positions, holdings, and rules in one place without juggling broker logins.
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.
- Automatic daily refreshes for transactions, holdings, and accounts so balances stay current.
- On-demand refresh to see new holdings instantly with the metrics that matter.
Finding Opportunities
Use flexible scanner filters to surface option contracts that match your strategy and return targets.
Looking for option opportunities that match your strategy?
Advanced Options Scanner
DiscoveryCombine technicals, fundamentals, option metrics, and ROI filters to find opportunities that fit your trading style.
- Start with prebuilt scans or create and save filters tailored to your approach.
- Compare opportunities across strategies and expiration dates in one workflow.
Staying Organized
Replace scattered spreadsheets with a single view of your positions, history, and reminders.
Struggling to quickly see which positions need attention?
Portfolio & Position Insights
SnapshotOne dashboard for your options positions and underlying holdings, grouped your way.
- See portfolio value, premium collected, and position breakdowns by moneyness, strategy, and option type at a glance.
- Rule-based suggestions surface contracts that need a decision without digging through every account.
Tracking Performance
Stop wrestling spreadsheets; see premium and performance 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.
- See total option contract premium gain/loss across all investment accounts in curated dashboards.
- Get breakdowns of all option contracts by strategy and moneyness without spreadsheets.
How It Works: Quick Answers
Here are a few quick answers about managing your portfolio, finding opportunities, staying organized, 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 do custom option rules and alerts work?
You can create rules based on moneyness, days to expiration, and profit and loss. Use the prebuilt rules or create your own, and get notified by email 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.
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 do I stay ahead of expirations without checking manually?
Email alerts, notifications, and reminders let you know when a rule triggers or a contract needs a decision, so you do not have to check every account by hand.
Is there a way to see how premium income compounds over time?
The compound calculator estimates how a starting portfolio value, monthly deposits, expected stock return, and collected premium can grow your portfolio over a chosen time horizon.
Is there a dashboard that shows what needs attention?
Yes. The portfolio dashboard surfaces rule suggestions and position breakdowns by moneyness, strategy, and option type so you can review and decide in one place.
How does Pro Options Platform protect my data?
Security is built into the platform from day one using modern fintech patterns designed to protect your data and keep control in your hands.
How are my accounts and transactions connected?
Accounts, holdings, and transactions are synced through established data partners trusted across fintech.
Do you collect my brokerage login credentials?
No. Pro Options Platform does not directly collect or store your brokerage credentials.
Is trading data separated from personal identity data?
Yes. Core portfolio data is separated from personal details to help reduce exposure risk.
Can I delete synced data if I want to stop using it?
Yes. You can delete synced data anytime with a single action, so you stay in control.
How does Pro Options Platform replace manual tracking?
Daily automated updates, on-demand refreshes, and rule-based alerts keep your options workflow organized and current without manual entry into spreadsheets.