Optionstrat vs AllInvestView: Options Analytics vs Portfolio Tracking

Optionstrat and AllInvestView serve different phases of the options trading workflow. Optionstrat excels at pre-trade analysis—options flow, payoff visualization, screening, and unusual activity detection. AllInvestView excels at post-trade management—position tracking, P&L analytics, wheel lifecycle, and tax reporting. Understanding this distinction is key to choosing the right tool (or using both).

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Pre-Trade Analytics vs Post-Trade Portfolio Management

Platform Overview

Optionstrat is an options analytics platform focused on helping traders find and evaluate trades before execution. It provides options flow data, unusual activity alerts, payoff diagrams, strategy builders, and screening tools. The platform is designed to answer the question: "What should I trade?"

AllInvestView is a comprehensive portfolio tracking platform that answers a different question: "How are my trades performing?" It tracks your actual positions across stocks, bonds, options, and other asset classes, providing P&L analytics, Greeks evolution, wheel strategy lifecycle management, roll chain history, and tax reporting.

Optionstrat

Optionstrat

Pre-trade analytics platform with options flow, payoff visualization, screener, and unusual activity detection. Designed for trade discovery and evaluation.

Pre-Trade Analytics
Real-Time
Advanced
~$30/month
AllInvestView

AllInvestView

Our Pick

Post-trade portfolio tracker with Greeks dashboard, P&L analytics, wheel strategy lifecycle, roll chains, broker sync, and comprehensive tax reporting.

Portfolio Tracking
Full Dashboard
14+ Jurisdictions
$5.99/mo or Lifetime

Pre-Trade Analytics: Where Optionstrat Shines

Optionstrat's strength lies in trade discovery and evaluation. The platform provides:

  • Options flow data — real-time tracking of large options orders to identify institutional activity
  • Unusual activity alerts — notifications when options volume significantly exceeds open interest
  • Payoff diagrams — interactive visualization of multi-leg strategies showing profit/loss at various price points
  • Strategy builder — construct and compare complex options strategies before placing trades
  • Options screener — filter contracts by Greeks, implied volatility, volume, and other criteria

These tools are valuable for the research phase of trading but do not track your actual positions or calculate real P&L once trades are executed.

Post-Trade Tracking: Where AllInvestView Shines

AllInvestView focuses on what happens after you place a trade. Key capabilities include:

  • Position tracking — every option trade is recorded with entry price, quantity, Greeks, and current market value
  • P&L analytics — realized and unrealized gains, annualized return on capital, per-position and portfolio-level metrics
  • Greeks dashboard — portfolio-level delta, gamma, theta, and vega exposure with historical evolution
  • Wheel strategy lifecycle — dedicated tracker for CSP → assignment → CC → called away cycles
  • Roll chain tracking — full history of option rolls with net credit/debit and adjusted cost basis
  • Strategy auto-detection — automatically identifies spreads, straddles, and other multi-leg strategies from your trades
  • Tax reporting — capital gains calculations with FIFO, LIFO, and average cost basis methods

Complementary tools: Optionstrat helps you find the trade. AllInvestView helps you manage it. Many serious options traders use both—Optionstrat for research and AllInvestView for portfolio management.

Feature Comparison

Feature Optionstrat AllInvestView
Options flow data
Payoff diagrams
Greeks calculations
Position tracking
P&L analytics
Wheel strategy lifecycle
Strategy auto-detection
Roll chain tracking
Break-even analysis
Annualized ROC
Stock/bond tracking
Tax reporting
Lifetime pricing option

Pricing Comparison

Optionstrat pricing:

Plan Price Key Features
Free $0 Basic payoff diagrams, limited screener
Standard ~$30/month Options flow, full screener, unusual activity, alerts

AllInvestView pricing:

Plan Price Key Features
Free $0 Full tracking, limited holdings count
Pro $5.99/month Unlimited holdings, Greeks dashboard, wheel lifecycle, tax reports, broker sync
Lifetime One-time payment All Pro features forever, no recurring fees

Using Both Together

The most effective options trading setup often combines a pre-trade analytics tool with a post-trade portfolio tracker. Here is a typical workflow:

  1. Research (Optionstrat) — scan options flow for unusual activity, evaluate strategies with payoff diagrams, screen for high-probability setups
  2. Execute — place trades through your broker
  3. Track (AllInvestView) — import trades via broker sync or CSV, monitor P&L and Greeks, manage wheel cycles, track roll chains
  4. Report (AllInvestView) — generate capital gains tax reports at year-end

This combination costs approximately $36/month ($30 + $5.99) or less with AllInvestView's lifetime option, and gives you complete coverage of the entire options trading workflow.

See the AllInvestView Options Dashboard

Strategy detection, Greeks, P&L and payoff diagrams — all in one view.

AllInvestView options dashboard showing detected strategies, Greeks calculations, P&L tracking and payoff diagrams AllInvestView options dashboard showing detected strategies, Greeks calculations, P&L tracking and payoff diagrams

Track Your Options Portfolio With Precision

Greeks dashboard, wheel lifecycle, roll chains, P&L analytics, and tax reports. The post-trade tracking that Optionstrat does not provide.

Which Should You Choose?

Choose Optionstrat if:

  • You need options flow data and unusual activity alerts
  • Pre-trade analysis is your primary need
  • You already have a portfolio tracker for post-trade management
  • You want advanced payoff visualization before entering trades

Choose AllInvestView if:

  • You need to track actual position P&L and cost basis
  • You run the wheel strategy and want lifecycle management
  • You need Greeks tracking across your whole portfolio
  • You want tax reports for your options trades
  • You also hold stocks, bonds, or other assets

Bottom line: These platforms serve different purposes and are highly complementary. Optionstrat is a research tool; AllInvestView is a tracking tool. If you can only choose one, your decision depends on whether trade discovery or position management is your bigger pain point.

Common Questions

Can I use Optionstrat and AllInvestView together?

Yes, and many options traders do exactly that. Optionstrat excels at pre-trade analysis: scanning for opportunities, visualizing payoff diagrams, and tracking unusual options flow. AllInvestView excels at post-trade management: tracking your actual positions, calculating real P&L, managing wheel cycles, and generating tax reports. Using both gives you complete coverage of the options trading workflow.

Does AllInvestView have payoff diagrams?

Yes, AllInvestView includes payoff diagrams and scenario analysis for options positions. While Optionstrat offers more advanced pre-trade visualization with multi-leg strategy builders, AllInvestView provides payoff analysis integrated with your actual positions, showing real-time P&L overlaid on the theoretical payoff curve.

Which platform is better for tracking P&L?

AllInvestView is significantly better for P&L tracking. It records every trade, calculates realized and unrealized gains, tracks cost basis through rolls and adjustments, and provides annualized return on capital metrics. Optionstrat focuses on theoretical analysis rather than actual position tracking and does not maintain a trade history or calculate real P&L.

Does Optionstrat track actual positions?

Optionstrat is primarily an analytics and research tool, not a portfolio tracker. It does not maintain a persistent record of your positions, calculate actual P&L, or provide tax reports. For tracking real positions with Greeks evolution, roll history, and cost basis, you need a dedicated portfolio tracker like AllInvestView.

AllInvestView Team

We build comprehensive portfolio tracking tools for investors and options traders. Our platform provides post-trade analytics including Greeks dashboards, wheel strategy lifecycle management, and tax reporting across 14+ jurisdictions.