What’s New

Product updates and feature improvements.

September 2026

7 updates

  • GEX Heatmap (MAXX)

    Screener

    Maxx members can open /gex-heatmap to see call and put walls and net positioning by expiration. Filter by days to expiration, optionally auto-update every few seconds, and use Stock Details → GEX Heatmap on any ticker. The free Strike GEX tool stays on /gex. Learn how: /learn/screener-guide/gex-heatmap.

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    GEX Heatmap for NBIS showing strike rows by expiration columns with green and purple cells, call wall $250, put wall $240, and net GEX by expiry
  • Option Flow: Cushion column & filter (MAXX)

    Screener

    Each tape print shows Cushion % (how far the strike is from spot at print time — positive is OTM for that call or put). Filter by cushion range under Contract, same idea as the screener moneyness/cushion control. Learn how: /learn/screener-guide/stock-details-option-flow.

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  • Option Flow: multi-ticker tape (MAXX)

    Screener

    On /option-flow, type one or more tickers in Symbols to filter the live tape with screener-style typeahead chips. Logos appear beside each Tick; Net Flow opens when exactly one symbol is selected. Learn how: /learn/screener-guide/stock-details-option-flow.

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    Option Flow Symbols filter with NVDA, GOOGL, and META chips and a live tape showing ticker logos
  • Options Assistant: Maxx chat shell and screener Ask AI

    Options Assistant

    Maxx members get the full Options Assistant chat with collapsible history and a Need Help support control. On CC/CSP screeners, Ask AI Assistant sits beside Run search. Others see the assistant landing; Maxx pricing links open Assistant and MCP.

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  • Dark Pool tape (MAXX)

    Screener

    Maxx subscribers can open /dark-pool for a live off-exchange equity tape, or Stock Details → Dark Pool for a symbol-locked view. Filter by notional and size; each print shows NBBO context and venue.

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  • Stock Details: Option Flow & Unusual Activity (MAXX)

    Screener

    Maxx subscribers can open Option Flow or Unusual Activity on any ticker’s Stock Details page for a symbol-locked live tape and Net Flow chart. Unusual Activity focuses on unusual prints only.

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  • Option Flow: ticker Net Flow charts

    Screener

    Select a ticker in the flow tape to open a resizable intraday chart with cumulative net call premium, net put premium, net volume, and a plain-language directional read. New tooltips explain gross versus net flow across the page.

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August 2026

15 updates

  • Navbar search: tickers, tools, and learn

    Screener

    On desktop, use the new search field in the navbar to jump to a ticker, open a free tool, or find academy articles. Press / to focus from anywhere on the page. On screeners, Beginner Mode and Advanced Mode are now a compact dropdown next to search.

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  • Faster homepage, screeners, and ticker pages

    Content

    The homepage now appears immediately without the loading splash, screeners render useful content sooner, and public tools and stock pages load less background app code.

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  • Sort the screener by more than one column

    Screener

    Shift-click a second column header to stack sorts — rating first, premium as the tie-breaker. The new "Sorted by" chips above the table show the order the sorts are applied, flip a direction, or drop a level. The sort travels in the URL when you share a screen, and screeners you save from now on remember their sort levels.

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  • Options Heatmap: scan premiums from Screen

    Screener

    Open Options Heatmap from Screen, search a ticker, and compare call and put premiums by strike and expiration. Quality filters grey out contracts that miss your band; cells stay on the grid.

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    Options Heatmap grid of call premiums by strike and expiration with ATM row highlighted
  • Stock Details: Trade Summary + path tabs

    Screener

    Trade Summary is its own left-nav tab with positions, clearer portfolio nicknames, and similar CC/CSP picks. Tabs deep-link as /stock/SYMBOL/tab (e.g. /heatmap), with a Back link to the page you came from.

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  • Dividend Calendar: upcoming ex-dates by week

    Dividend Calendar

    Free week grid of ex-dividend dates with S&P 500 filter, yield/amount sort, and one-tap links into the covered call and cash-secured put screeners.

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    Dividend Calendar week grid showing upcoming ex-dividend dates with company logos and yield
  • Dashboard: upcoming dividends + portfolio yield

    Trade Tracker

    See holdings with dividends in the next 30 days on the Dashboard, and portfolio dividend yield next to YTD on Trade Tracker → Dividends.

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    Dashboard Upcoming Dividends card listing holdings with next 30-day ex-dates and estimated cash
  • Trade Tracker: Dividends section

    Trade Tracker

    See broker-synced dividend cash, past vs expected monthly income, by-symbol totals, and upcoming ex-dates in a dedicated Dividends view.

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    Trade Tracker Dividends view with summary cards, past vs expected monthly chart, monthly calendar, and by-symbol breakdown
  • Trade Tracker: search and sort wheel tickers

    Trade Tracker

    Wheel Cycles now defaults to A–Z, with ticker search and a Most active toggle so large portfolios are easier to scan.

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  • Trade Tracker: wheel cycle metrics at a glance

    Trade Tracker

    Each wheel cycle card shows cycle days, capital, annualized return, and premium collected above the timeline so you can scan a run without opening details.

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    META wheel cycle card showing cycle days, capital, annualized return, and premium above the activity timeline
  • Trade Tracker: Find a roll on Opportunities

    Trade Tracker

    When an open trade needs attention, tap Find a roll to compare ways to extend it. Choose a safer, balanced, or more aggressive lean and see the estimated credit or cost for your contracts.

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    Find a roll popup showing roll choices for a CRM covered call with safer, balanced, and aggressive leans
  • Trade Tracker: Equity Holdings section

    Trade Tracker

    Open Equity Holdings from the sidebar to review share positions by portfolio. Similar trade previews and Opportunities Find calls now seed filters from your typical DTE and delta.

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    Equity Holdings table showing share positions by portfolio with quantity, avg cost, price, market value, and unrealized P/L
  • Screener: earnings and ex-div dates show the right day

    Screener

    Earnings and next ex-dividend columns no longer appear one day early for US timezones on cash-secured put and covered call results.

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  • Trade Tracker: clearer weekly email review

    Trade Tracker

    Sunday digests are easier to read on phones, use your broker nicknames, keep expired legs out of Open Trades, and show year-to-date when there was no weekly activity.

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  • Trade Tracker: disconnect brokerage + safer reconnect

    Trade Tracker

    Use Disconnect on Brokerage Connection to remove a link (with confirm). Reconnecting one broker is less likely to drop another linked brokerage, and account nicknames/colors carry over when SnapTrade reissues IDs.

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    Brokerage Connection showing a linked Robinhood account with Sync now and Disconnect actions

July 2026

44 updates

  • Trade Tracker: weekly email review digest

    Trade Tracker

    Preview a Sunday email of your portfolio — open positions, trades expiring soon, closed legs, and premium stats across manual and broker portfolios. Opt in from the sidebar; unsubscribe anytime.

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    Weekly trade review showing premiums this week, collateral at risk, open positions, and trade activity for open, expiring, and closed trades
  • Trade Tracker: wheel cycle timeline cards

    Trade Tracker

    Wheel Cycles shows each run as a timeline (CSP, assignment, CC rolls, open leg). Download a PNG from any card to share or review offline. Collapsible sidebar and smarter cycle grouping when you run multiple wheels on one ticker.

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    AVGO wheel cycle timeline card showing CSP, assignment, covered call rolls, and total return
  • Trade Tracker: trade-level breakeven in options tables

    Trade Tracker

    Breakeven in open, closed, and history options tables now reflects each trade at expiration — strike ± premium, or roll-chain net credit for rolled CSPs and CCs. Wheel-adjusted stock basis remains on Stock Basis.

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  • Pricing: Trade Tracker features spelled out

    Pricing & Checkout

    The pricing page now lists realized vs unrealized premium, collateral at risk, open positions by ITM/OTM/ATM, adjusted stock basis, income calendar, wheel cycles, and strategy detection for CC, CSP, spreads, and more.

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  • Trade Tracker: breakeven fixed for rolled positions

    Trade Tracker

    Rolled CSP and CC chains now use total net credit across all legs for breakeven and net credit display — not just the current leg premium. Trade Tracker also stops auto-refreshing when you switch browser tabs.

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  • Trade Tracker: breakeven, net credit, and portfolio delete

    Trade Tracker

    Open and closed options tables show breakeven and net credit; delete manual portfolios from Edit portfolio with CSV backup; Opportunities shows portfolio tags in All Portfolios view.

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  • Options Assistant: clarifying questions and smarter result tables

    Options Assistant

    The assistant asks follow-up questions when your query is broad, shows result tables only when they help, and suggests contextual next steps after each answer.

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  • Trade Tracker: Stock Basis from broker equity

    Trade Tracker

    Stock Basis seeds share cost from your broker avg cost (editable), includes equity holdings with Options sold and All holdings filters, and Wheel Cycles uses the same basis when a run has no assigned puts.

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  • Trade Tracker: Wheel Cycles Active, Paused, and Closed

    Trade Tracker

    Wheel Cycles groups runs by portfolio with Active, Paused (50+ days without an open leg), and Closed tabs, shows initial-to-adjusted basis per ticker, and tracks parallel CSP-to-CC runs on the same symbol more accurately.

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    Wheel Cycles header with Active, Paused, and Closed filter tabs
  • Trade Tracker: cost basis on uncovered holdings

    Trade Tracker

    Opportunities now shows your wheel-adjusted cost basis next to each uncovered stock — pick covered call strikes with your true per-share basis in view.

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    Opportunities Cash and uncovered holdings showing per-share cost basis next to uncovered stocks
  • Trade Tracker: Stock Basis after restarting the wheel

    Trade Tracker

    Stock Basis no longer marks a symbol “Called away” when a new put assignment gave you shares again — adjusted cost and share count follow the current FIFO lot, not your full history.

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  • Earnings Calendar: sort by market cap, expected move, or ticker

    Earnings Calendar

    Reorder each day's earnings releases by market cap, expected move, or ticker — toggle ascending or descending without leaving the weekly view.

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    Earnings Calendar weekly view with Sort by Market Cap, Exp. Move, and Ticker controls
  • Screener: earnings in next N days filter

    Screener

    Target contracts for tickers reporting earnings within a chosen window — toggle it on, pick 7, 14, 30, or 60 days, and combine with your other screener filters.

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    Screener filter Earnings in next N days toggled on with Next 14 days selected in the dropdown
  • Trial: connect one broker and preview analytics

    Trade Tracker

    During your signup trial, link one brokerage, sync recent trades, and preview Trade Tracker analytics — upgrade to Ultra for full history, unlimited syncs, and complete P&L.

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  • Trade Tracker: realized vs unrealized premium P/L

    Trade Tracker

    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.

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    Portfolio Overview Net Premiums card showing realized and unrealized P/L breakout
  • Trade Tracker: Processing status after expiration

    Trade Tracker

    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.

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  • Learn: was this article helpful?

    Content

    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.

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  • Trade Tracker: company logos and premium captured row colors

    Trade Tracker

    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).

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  • Broker connect: choose how far back to import

    Trade Tracker

    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.

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  • Trade Tracker: rolled trades grouped in open and closed tables

    Trade Tracker

    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.

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  • Trade Tracker: clearer broker accounts and fewer duplicate imports

    Trade Tracker

    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.

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  • Trade Tracker: saved filters and accurate collateral at risk

    Trade Tracker

    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.

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  • Trade Tracker: unified filters and strategy chips on Trade Summary

    Trade Tracker

    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.

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  • Trade Tracker: accurate unrealized P/L on longs and verticals

    Trade Tracker

    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.

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  • Screener: P/E Ratio filter and clearer saved settings

    Screener

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

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  • Trade Tracker: same-day closes and reconnect for disabled brokers

    Trade Tracker

    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.

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  • Trade Tracker: more accurate broker sync and holdings

    Trade Tracker

    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.

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  • Trade Tracker: expired options show even when the broker skips them

    Trade Tracker

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

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  • Trade Tracker: Wheel Cycles exit when shares are sold

    Trade Tracker

    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.

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  • Trade Tracker: vertical spreads pair on open and closed trades

    Trade Tracker

    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.

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  • Trade Tracker: all strategies on by default

    Trade Tracker

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

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  • Screener: saved filters and bookmarks stick

    Screener

    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.

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  • Trade Tracker: similar trades on closed rows

    Trade Tracker

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

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  • Dashboard: open positions and premiums by portfolio

    Trade Tracker

    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.

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  • More menu: clearer categories and Pricing CTA

    Content

    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.

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  • Screener: active filter pills match your DTE

    Screener

    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.

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  • Trade Tracker: clearer Net Premiums and Avg Monthly

    Trade Tracker

    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.

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  • Trade Tracker: Wheel Cycles with total return

    Trade Tracker

    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.

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  • New course: master the Trade Tracker

    Content

    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.

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  • Trade Tracker: try it without signing in

    Trade Tracker

    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.

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  • Trade Tracker: Stock Basis by portfolio

    Trade Tracker

    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.

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    Stock Basis table by portfolio showing initial cost per share, breakeven, and net credit
  • Screener: expand table on desktop

    Screener

    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).

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  • Trade Summary: rolled trades show as one line

    Trade Tracker

    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.

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  • Screener: Beginner mode results scroll again

    Screener

    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.

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June 2026

15 updates

  • New guides for the screeners and trade tracker

    Content

    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.

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  • Screener: IV Rank filter and column restored

    Screener

    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.

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  • Trade Tracker: ITM badges and one-click covered calls

    Trade Tracker

    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.

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  • Use Cases: workflow diagrams and share your story

    Content

    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.

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  • Screener: TradingView chart on symbol click

    Screener

    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.

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  • Use Cases: six real wheel trader workflows

    Content

    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.

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  • GEX dashboard: gamma exposure for wheel sellers

    Discover

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

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  • Top IV Stocks: IV Rank on the leaderboard

    Top IV Stocks

    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.

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  • Options screener: IV Rank filter and column

    Screener

    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.

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  • Symbol pages: richer covered calls & cash-secured puts

    Screener

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

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  • Stock Screener: search one or more tickers

    Screener

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

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  • Top IV Stocks: filter by surging or falling 1W IV

    Top IV Stocks

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

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  • Top IV Stocks: 1-week IV change on the leaderboard

    Top IV Stocks

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

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  • Stock Screener Guide: filter tutorials and preset walkthroughs

    Screener

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

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  • Stock Screener: presets, columns, and faster filtering

    Screener

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

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May 2026

11 updates

  • Unusual Volume Options leaderboard

    Unusual Volume

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

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  • Expected move on earnings cards

    Earnings Calendar

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

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  • New screener columns: 30‑day volume + OI variability

    Screener

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

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  • Frequently used filters in the Screener

    Screener

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

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  • Watchlist alerts (Ultra)

    Watchlist

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

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  • Trade Tracker → Screener imports

    Screener

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

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  • Cushion filtering and sorting

    Screener

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

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  • Safe CSV export for Screener results

    Screener

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

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  • Promo codes on-site + improved checkout controls

    Pricing & Checkout

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

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  • Trade Tracker improvements

    Trade Tracker

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

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  • Discover: Top IV Stocks callout

    Discover

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

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April 2026

9 updates

  • Top IV Stocks: IV30 leaderboard + weekly digest

    Top IV Stocks

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

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  • Screener: new bid‑ask spread + ETF-only filters

    Screener

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

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  • Trade Tracker: better share cards

    Trade Tracker

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

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  • Cookie consent refresh

    Privacy

    Updated consent experience with easier access to settings.

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  • Trade Tracker: flexible date range presets

    Trade Tracker

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

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  • Screener: guided setup + Trade Tracker preset import

    Screener

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

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  • Earnings Calendar is now fully viewable without signing in

    Earnings Calendar

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

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  • Screener: industry filter + new preset flows

    Screener

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

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  • Screener: expanded Greeks filters and columns (Ultra)

    Screener

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

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March 2026

2 updates

  • Trade Tracker is now the primary experience

    Trade Tracker

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

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  • Learn: Intermediate course

    Discover

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

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February 2026

2 updates

  • New Snapshot pages

    Discover

    Explore shareable snapshot pages for strategy ideas and quick breakdowns.

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  • Earnings Calendar: S&P 500 filter + company logos

    Earnings Calendar

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

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