OptionsSimple
Portfolio Performance Tracker
Import your trades. Track premiums. Analyze returns.
Built for options traders who want a simple, clear view of their portfolio performance.
[2026-03-25 09:31:04] IMPORT: 12 trades loaded from robinhood.csv
[2026-03-25 09:31:05] CALC: Monthly premium collected — $1,842.00
[2026-03-25 09:31:06] CALC: Projected annual yield — 14.2%
[2026-03-25 09:31:07] STATUS: TSLA 250C EXP 03/28 — ITM_DANGER (3 DTE)
[2026-03-25 09:31:08] SUMMARY: 8 open positions across 2 accounts
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An options portfolio tracker and trade journal in one
OptionsSimple is a lightweight portfolio tracker and trade journal built for options sellers. Whether you run covered calls, cash-secured puts, the wheel, or multi-leg strategies like iron condors and credit spreads, Options Simple gives you one clear view of every open position and every closed trade — without the spreadsheet.
Import your trades from any broker with a CSV upload, and OptionsSimple pairs opens with closes, expirations, and assignments automatically. Track the premium income you collect each month, watch your projected annual yield, and see exactly which positions are in danger of assignment before expiry — all in a single dashboard.
Because it doubles as a trade journal, every closed position stays searchable: review win rate by ticker, break down performance by strategy, and keep an audit trail of every roll and close across multiple brokerage accounts. Start free, and upgrade only when you need unlimited history and imports.
Features
CSV Trade Import
Import trades from any broker via CSV upload. Auto-detect field mappings or configure manually. Full import archive maintained for audit.
Yield & Premium Analytics
Track collected premiums, monthly P&L, and projected annual yield. Visual charts for premium income and close costs over time.
Options Expiry Calendar
Visual calendar view of upcoming option expirations. See which positions expire each week and plan your rolls or closes at a glance.
Multi-Account Tracking
Track positions across multiple brokerage accounts. Per-account analytics including win rates, premium totals, and strategy breakdown.
Live Dashboard Preview
| SYMBOL | STRATEGY | STRIKE | PREMIUM | STATUS | DTE |
|---|---|---|---|---|---|
| AAPL | COVERED_CALL | 195.00 | $320 | OTM | 27 |
| TSLA | COVERED_CALL | 250.00 | $5,550 | ITM | 3 |
| NVDA | CASH_SECURED_PUT | 480.00 | $750 | OTM | 19 |
| ▾ SPY | IRON CONDOR | 440–470 | +$1,240 | 4 LEGS | 31 |
| SPY C | SHORT_CALL | 470.00 | $580 | OTM | 31 |
| SPY C | LONG_CALL | 480.00 | −$210 | OTM | 31 |
| SPY P | SHORT_PUT | 450.00 | $620 | OTM | 31 |
| SPY P | LONG_PUT | 440.00 | −$250 | OTM | 31 |
| AMD | COVERED_CALL | 121.00 | $2,100 | ATM | 34 |
| MSFT | COVERED_CALL | 410.00 | $980 | ITM | 27 |
| DATE | SYMBOL | STRATEGY | CONTRACTS | PREMIUM | CLOSE_COST | CLOSE_TYPE | P/L |
|---|---|---|---|---|---|---|---|
| 03/21/2026 | AAPL C | COVERED_CALL | 2 | $640 | — | EXPIRED | +$640 |
| 03/18/2026 | TSLA C | COVERED_CALL | 1 | $1,850 | $920 | CLOSED | +$930 |
| 03/16/2026 | SPY C | BULL CALL | 3 | $1,410 | — | EXPIRED | +$960 |
| 03/16/2026 | SPY C | BULL CALL | 3 | $450 | — | EXPIRED | +$960 |
| 03/14/2026 | NVDA P | CASH_SECURED_PUT | 1 | $750 | — | EXPIRED | +$750 |
| 03/07/2026 | AMD C | COVERED_CALL | 5 | $2,100 | $2,450 | CLOSED | -$350 |
| 03/01/2026 | META P | CASH_SECURED_PUT | 2 | $2,840 | — | EXPIRED | +$2,840 |
Pricing
Select the tier that matches your trading volume and data latency requirements.
BASIC
For occasional traders managing small portfolios.
- > Limited active tickers
- > Limited trade history records
- > Limited CSV imports per day
- > Limited charts and stats
- > Current month calendar
PRO
For active traders who need full history and unlimited imports.
- > Unlimited active tickers
- > Full trade history
- > Unlimited CSV imports
- > Complete chart history
- > All calendar months
- > Win rate analytics
- > Strategy breakdowns
ADVANCED
For power traders who want broker sync, AI, and deep analytics.
- > Popular broker connections
- > Advanced analytics
- > Trade predictions
- > ...and More