What’s New

When you include open credits in the portfolio overview, Net Premiums now breaks out realized P/L from closed legs and unrealized P/L from open credits.

Broker-linked options that just expired show Processing in closed trades while we wait for your broker to confirm assignment or expiry — hover for a likely outcome hint.

Thumbs up or down on course and guide articles so we can improve the ones that are confusing — optional comment when something was not clear.

Open positions now show ticker logos beside each symbol and a subtle green, yellow, or red row tint based on how much premium you have captured (50%+ green, 0–49% yellow, underwater red).

Pick your import window when connecting a brokerage — preset chips for last 2–5 years on Ultra, or expand older history later from Sync now if you upgraded after connecting.

Multi-leg rolls now collapse into one row with aggregate premium, fees, and P/L — expand to see each leg. Works for manual rolls and connected broker portfolios.

Connected brokerage accounts now show the broker name, account number, and imported date range in the sidebar and connection panel. Re-syncs also drop stale duplicate rows when SnapTrade re-issues activity ids.

Your date, strategy, and symbol filters stick as you move between sections and come back later. Collateral at risk now counts only cash-secured puts and covered calls — long legs and spreads no longer inflate the number.

Trade Summary now uses the same date, strategy, and symbol filters as the rest of the tracker. Share cards label each row with its strategy, and the filter bar shows chips for strategies you actually have trades in.

Long calls and puts now show mark-to-market against the premium you paid (not an inflated credit), and vertical spreads mark both legs so close cost matches short ask minus long bid.

P/E Ratio is back in Advanced Filters, and Your Saved Screeners now lists the filters that actually apply — not leftover defaults.

Same-day long-option buys and sells pair correctly (no more false “expired” full losses), disabled brokerage links stay visible with a reconnect prompt, and Reconnect opens SnapTrade auth for that broker directly.

Multi-lot stock positions (e.g. several 100-share lots) now sum correctly, closed options no longer linger as open Opportunities after a clean broker sync, long Webull syncs no longer show a false “Sync failure,” and Trade Summary follows your date range with a Closes-only filter.

Puts and calls that expire without a broker expiration event now appear in Closed Trades, Wheel Cycles, and Performance — not only in raw History.

Active wheels no longer stay stuck on “awaiting covered call” after you sell the shares — stock sales close the cycle so only real share legs stay open.

Credit spreads show as one Put/Call Credit Spread across Trade Tracker — including undated index weeklies and same-day rolls where an older vertical is closed and a new one opened.

Strategy filters now start with every strategy selected (spreads and long options included), not just Covered Call and Cash Secured Put.

Save Screener now remembers IV Rank, RSI, probability, open interest, and the rest of your criteria. Shared/bookmarked URLs keep your full filter set, and you can filter by minimum open interest on both CC and CSP screeners.

Closed trades now include Show similar trades — preview contracts in the same ballpark as a closed covered call or cash-secured put.

See ITM/OTM open positions at a glance and net premiums by portfolio with shared date presets (Last 7 days through All time). Toggle Include open credits on the dashboard or Trade Tracker Overview — the preference stays in sync.

The More menu now groups Find, Screen, Track, Learn, Tools, and Help in a Stripe-style panel — What’s New lives under Help, and My Dashboard sits with Trade Tracker.

Days-to-expiration and calendar expiration choices now show up as removable pills above Save Screener, and the empty chips row no longer wastes space on desktop.

Overview defaults to realized premiums only (toggle open credits back on if you want), shows how Avg Monthly is calculated, and averages across your full trade history including quiet months.

Wheel Cycles is live — see each CSP → CC run with premium, stock gain on call-away, total return, and annualized return across active and completed campaigns.

A screenshot-by-screenshot course walks you through the Trade Tracker end to end — logging trades manually, connecting a brokerage, monitoring open positions, and reading your stock basis, performance, and premium analytics.

Signed-out visitors can explore Trade Tracker with sample E*Trade, IBKR, and Robinhood portfolios — open positions, trade summary cards, stock basis, performance charts, and closed-trade history. Sign in when you are ready to connect a brokerage or track your own wheel.

New Stock Basis section shows initial and adjusted cost per share for each ticker, grouped by manual or connected portfolio. Expand a row to see how premiums and assignments built the number, the trades behind it, and add your share cost when you only have covered calls.

Use Expand table next to Get CSV to go full screen on the results grid — filters tuck away, column headers stay pinned while you scroll, and Previous/Next stay visible at the bottom. Press Escape or Exit expanded view to return (advanced filters reopen automatically).

Summary share cards now group rolled positions into a single Rolled row with combined net premium, so closing and reopening the same wheel leg no longer appears as two separate trades.

Beginner-mode idea cards in the covered call and cash secured put screeners scroll normally again when there are more results than fit on screen.

Plain-English overview pages explain what the covered call screener, cash secured put screener, and trade tracker do, who they help, use cases, and how to get started — with quick links into each tool.

IV Rank (IVR) is back in the screener. Use the IVR filter to narrow contracts by where implied volatility sits in its trailing 52-week range, add the IV Rank column to your table, and search "iv rank" in the filter picker. Existing saved column layouts get IVR re-added automatically.

Open positions show a live in-the-money (ITM/OTM) badge using real-time underlying prices, so you can tell at a glance which trades are likely to be assigned. Assigned cash-secured puts now have an "Add Covered Call" action that pre-fills the popup and shows your cost basis. Premium and cost inputs are now consistent (per contract) across the Add, Close, Edit, Roll, and Wheel forms, and fees are a single field that remembers your last value.

Each of the six trader workflows now includes a visual step-by-step diagram. Signed-in users can also submit their own workflow story for us to feature.

Click any ticker across the app to open an embedded TradingView chart with Bollinger Bands and 50/200 EMAs, plus a link to fundamentals on Screenwich.

A new editorial page showing how different types of options sellers use the platform — from the weekly income trader replacing their spreadsheet to the short-DTE specialist running 52 cycles a year.

Explore net GEX regime, gamma flip, call/put walls, and a strike heatmap for any ticker — with CC and CSP screener shortcuts.

Pro and Ultra subscribers see IV Rank (IVR) beside IV30 on the Top IV leaderboard; everyone else sees a blurred preview with a link to upgrade.

Filter and sort by IV Rank (0–100) on the underlying stock in classic and drawer views, with a new guide at /learn/screener-guide/ivr-filter.

Ticker pages now show company context, key metrics, top contracts by DTE, and one-click links into the screener.

Filter the fundamental screener to specific symbols—paste or type multiple tickers and share the list via URL.

Find names where IV30 is rising or falling vs last week—Any 1W IV, Surging IV, or Falling IV on the leaderboard.

See how each name’s IV30 moved over the past week, powered by the Go API—market cap stays in filters only.

18 beginner-to-intermediate tutorials covering every filter (P/E, ROE, margins, EPS growth) and every preset — with a 5-minute quick-start guide.

Use new presets, cleaner columns, and shorthand filter search to find stocks faster.

Quickly scan options contracts with unusual activity in a dedicated leaderboard view.

See the expected move directly on Earnings Calendar cards for faster pre-earnings context.

Two new columns help you spot names with consistent liquidity (or changing participation).

Your most-used filters are easier to find and reuse from the advanced drawer.

Set alerts from your watchlist using the bell icon and manage notification preferences.

Bring Uncovered Holdings into the Screener and import presets from your Trade Tracker portfolio.

Filter and rank candidates using cushion-aware metrics, with improved slider scaling.

Export results more reliably with safer formatting and fewer edge-case failures.

See promo code options on-site and manage promo codes more easily at checkout.

Better journaling layout plus helpful workflow upgrades for reviewing and managing trades.

Discover now highlights the Top IV Stocks leaderboard so it’s easier to jump in.

Explore IV30 leaders with implied-move context and subscribe to a weekly digest.

More control to narrow down liquid contracts and focus on ETFs when you want them.

Share cards now highlight key range metrics more clearly for quick recaps.

Updated consent experience with easier access to settings.

Quickly switch summary views with more flexible range presets on the trade summary card.

Get started faster with a guided setup flow and importable presets connected to Trade Tracker.

Browse the full earnings calendar experience without a sign-in gate.

Filter by industry and use new built-in preset flows like earnings-safe and wheel presets.

New filters and columns for theta, gamma, and vega give deeper control for advanced screening.

The updated Trade Tracker experience is now the default, with a smoother dashboard workflow.

New intermediate lessons and navigation to help you level up beyond the basics.

Explore shareable snapshot pages for strategy ideas and quick breakdowns.

Filter earnings to the S&P 500 and see company logos for easier scanning.