Follow P&L, premium income and the full wheel lifecycle across your positions. See the risk you're carrying, then test your next trade against changes in price, time and volatility.
Keep open positions, P&L and upcoming expiries together. Portfolio Greeks show how your book responds to price moves, time decay and volatility, while trade results show what's working.
AllInvestViewOptions dashboard
Open positions, portfolio risk and upcoming expiries in the current options workspace. Demo options book.View full sizeView full size
Start with the trades you already have
Bring your broker history or spreadsheet into AllInvestView and keep tracking from there. Open positions and past trades belong in the same book.
1. Bring your trades
Connect, import or add a position
Connect a supported brokerage account, import a CSV or Excel file, or enter trades yourself. The options import preview lets you review contract details, premiums and quantities before saving.
2. Follow your book
See your P&L and upcoming expiries
Review your open positions together, follow collected premiums and keep the next expiration in view. Return to trade history to see how closed positions turned out.
3. Plan ahead
Test the next trade in context
Build a strategy and explore its payoff, then see how changes in price, time and volatility affect your options book.
Review your contracts before they enter the tracker
See strikes, expirations, premiums and quantities together in an editable preview. Bring in your earlier trades as well as the positions you're holding today.
AllInvestViewOptions import preview
Three sample trades parsed into the options review table, ready to check before import. Staged example.View full sizeView full size
Keep the whole trade, including what happens next
Follow the position from the first premium to its close, roll or assignment.
Profit and premium income
Track realized and unrealized P&L alongside the premium you've collected. Review closed trades and win rate without rebuilding your history in a spreadsheet.
Keep a roll connected to its earlier trade and follow positions through expiry or assignment. Multi-leg strategies stay grouped so you can review the position as a whole.
Follow cash-secured puts into assigned shares and covered calls. Premium income and adjusted cost basis stay with the cycle, so you can see the result by ticker.
A wheel doesn't end when a put is assigned. Follow the shares into covered calls, keep each premium with the cycle and review completed wheels alongside the ones still running.
AllInvestViewWheel lifecycle and completed cycles
An active AAPL wheel with its put, assignment and covered calls, plus a completed MSFT cycle below. Staged example.View full sizeView full size
Build the trade before you place it
Choose a spread, condor, covered call or wheel template, or combine your own legs. See the premium, maximum profit and loss, breakevens and payoff before adding the position to your book.
Strategy Builder
See every leg and the trade as a whole
Start with one of 11 strategy templates or build your own structure with up to eight legs. See the Greeks for each leg and the combined position as you shape the trade.
An Iron Condor built from four legs, with premiums and Greeks calculated before the trade. Staged example.View full sizeView full size
AllInvestViewStrategy summary
The same Iron Condor's credit, defined risk, breakevens and payoff at expiration. Staged example.View full sizeView full size
See what a market move does to the trade
Test a sell-off, a rally or a volatility crush before committing capital. The scenario grid reprices the whole position across prices and dates, then lets you compare P&L with estimated buying power.
Scenario grid
Profit and loss
See how a move in the underlying and a shift in volatility change the trade's result over time.
Margin estimates use standard US Reg T rules. Your broker's requirement can differ.
Test the risk across your whole options book
Move all your underlyings together or adjust one ticker. Shift volatility and advance the date to see the combined P&L and estimated margin, with the result available as a grid, chart or table.
Current options-book scenarios with price, volatility and time controls. Demo options book.View full sizeView full size
Bring your trades and the rest of your portfolio together
Keep options beside your shares, cash and other investments, with portfolio performance and tax reporting in the same account.
Options tracker questions
What options strategies can I track?
Track calls, puts, spreads, condors, covered calls and the wheel. Multi-leg positions stay grouped, and the Strategy Builder has 11 templates plus a custom card for your own combination.
How can I bring in my options trades?
Add trades directly, import options history from CSV or Excel, or connect a supported brokerage account.
Does the tracker show options Greeks?
Yes. See Delta, Gamma, Theta and Vega for each option and your combined exposure across the book. Marks and Greeks refresh periodically.
Can I follow a complete wheel cycle?
Yes. The wheel view connects the put, any assigned shares and the covered calls sold afterward. It keeps premium, adjusted share basis and the result by ticker in one cycle.
Can I test P&L and margin before placing a trade?
Yes. Build a position, then test its P&L across price moves, dates and volatility changes. Switch the same grid to estimated margin to see how buying power may change.
Can I try the options tracker for free?
Yes. Create an account for a 14-day trial with no card required. Options tracking is included on Starter and higher plans after the trial.
Put your options book to work
Bring your positions together and see the next trade in context.
AllInvestViewOptions dashboard
