Your broker shows trades. We show what's actually working - yield on capital, strategy performance, and insights across all your accounts.
Stop switching between brokerages
Connect unlimited brokerage accounts and see your complete picture. Combined P&L, or drill down into individual accounts. Perfect for traders who use multiple brokers.
Add as many brokerage accounts as you need. Fidelity, Robinhood, IBKR, Schwab - all in one place.
See your total premium collected and returns across all accounts instantly.
Filter to see performance for individual accounts when you need the detail.
Compare performance across accounts to see which strategies work best where.
Data-driven insights into your trading
Stop guessing which strategies perform best. Get clear data on win rates, average returns, and performance trends by strategy type.
See exactly which strategies are winning most often — CSPs, covered calls, and more.
Know how much premium you're collecting on average for each strategy type.
Track how your performance changes over time. Spot improvements or areas needing attention.
Understand your returns relative to the capital at risk for each strategy.
Drag, drop, done
No manual data entry. Just export a CSV from your broker and drop it in. We automatically detect the format, match opening and closing trades, and identify rolls.
We recognize CSV formats from Fidelity, Robinhood, and other major brokers automatically.
Opening and closing trades are automatically paired. No manual linking required.
When you roll a position, we detect it and track it as a continuation of the original trade.
Clear feedback on any issues with your import, with suggestions to fix them.
Drop your CSV here
Fidelity, Robinhood, IBKR supported
Format detected: Fidelity
47 trades found
12 matched, 3 rolls detected
See what's coming due at a glance
A calendar view of all your positions by expiration date. Never miss an expiration and plan your trades around key dates.
See all upcoming expirations laid out on a calendar. Plan ahead and manage risk.
Quickly identify winners, losers, and positions needing attention by color.
Click any position to see full details, P&L, and take action.
See your expected premium income and expirations for any month.
Everything important, one screen
A beautiful dashboard that shows your key metrics, recent trades, and performance trends. Know exactly where you stand in seconds.
Total P&L, win rate, average return, and more - all visible immediately.
See your latest trades and their status without digging through tables.
Visual charts showing your P&L over time and by strategy.
Add trades, import data, or jump to detailed views with one click.
Structured reflection built into your workflow
Most traders know they should journal but never do. Premium Insights captures your reasoning at the right moment — when you enter a trade and when you close it — with zero extra effort.
Lock in your reasoning before you see the outcome. Timestamped and immutable — no rewriting history.
Rate your execution before the P&L is revealed. Separate good decisions from lucky outcomes.
One-tap execution rating from Sloppy to Textbook. Takes 2 seconds, builds a behavioral dataset over time.
Every closed trade becomes a story with your thesis, your rating, and the actual result side by side.
“Selling the $90 put because earnings were strong and the pullback to $92 was oversold. Support at $88 gives me a good cushion.”
We're constantly adding new features based on trader feedback.
Join traders who know exactly what's working in their options portfolio.