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
Understand your trading dashboard and key performance metrics at a glance.
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
Learn how to navigate Option Tracker with the sidebar, mobile menu, and keyboard shortcuts.
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
Track and manage stock positions from option assignments and direct purchases.
Covered Calls
Generate income by selling covered calls against your stock positions.
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 trading performance with detailed charts, metrics, and insights.
Settings
Customize your Option Tracker experience with account settings and preferences.
Watchlist
Track tickers you're interested in with real-time prices and personal notes.
Calendar
View option expirations and earnings events in a visual calendar format.
Trade Journal
Document your trading decisions with rich notes and image attachments for every trade.
Keyboard Shortcuts
Speed up your workflow with keyboard shortcuts and the command palette.
Greeks Tracking
Monitor Delta, Gamma, Theta, Vega, and IV for your option trades with real-time data and AI analysis.
Privacy Mode
Quickly blur sensitive financial totals when viewing your portfolio in public spaces.
Exporting Data
Export your trading data in CSV or Excel format for backup, analysis, or use in other applications.
Trash & Recovery
Learn how to recover deleted trades and stock positions from the trash.
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
Managing expiring options, understanding alerts, and taking action before expiration.
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.