Product Roadmap
See what we've built, what's coming next, and help us prioritize future features.
Live Now
Trade Tracking
Track puts, calls, buys, and sells with ticker autocomplete
Assignment Workflow
Seamless flow from put to stock to covered calls
Rolling Trades
Roll positions with linked chains, net credit tracking, and accurate cost basis on assignment
P&L Calculations
Real-time realized and unrealized gains tracking
AI Trading Assistant
Portfolio-aware AI chat for analysis and questions
Subscription Tiers
Flexible plans from free to power trader
Analytics Dashboard
Win rates, returns, and performance metrics
Watchlist
Track tickers with real-time prices and notes
Expiration Calendar
Visual calendar with expirations, earnings, and multiple views
CSV & Excel Import
Import trades from TD Ameritrade, Schwab, OptionStrat, and more
Screenshot Import
Upload screenshots and let AI extract your trading positions
Trade Journal
Rich text notes with WYSIWYG editor and image attachments per trade
Side Navigation
Collapsible sidebar with quick access to all sections and mobile drawer menu
Data Export
Export all trades and positions in CSV or Excel format for backup and analysis
Trash & Recovery
Deleted items go to trash for easy recovery - restore or permanently delete anytime
Global Search
Search trades, positions, and notes instantly with the command palette (⌘K)
Multi-leg Strategies
Track spreads, strangles, and straddles with AI-powered strategy detection, templates, alerts, and folders
Activity Log
Track all account activity including trades, positions, watchlist changes, and account events with filters
Real-Time Options Pricing
Live contract matching, break-even tracking, expiration alerts, and tier-based price refresh
Cash Committed Tracking
Track CSP capital commitments with buying power utilization and ticker breakdown
Index Options
Trade SPX, SPXW, NDX, VIX, RUT with smart expiration filtering and auto symbol mapping
Multi-Account Management
Organize trades by brokerage or strategy with up to 5 accounts and global filtering
Greeks Tracking
Delta, Theta, Vega, Gamma, and IV displayed on trades with filtering and AI analysis
Coming Soon
Tax Reporting
Realized gains summary with wash sale detection
Email Notifications
Weekly digest and expiration reminders
Under Consideration
These features are on our radar. Your feedback helps us decide what to build next!
Mobile App
View positions and log trades on the go
AI Trade Suggestions
AI-powered trade recommendations based on your strategy
Broker Integration
Connect your brokerage for auto-import
Share Your Feedback
Have a feature request? Want to vote on what we build next? We'd love to hear from you.