Trade Portfolio Manager
Tracking Stock and Option Spreads

Stock and Options Trade Performance

Trade Portfolio Manager provides users a way to track all your stock and options trades. Import your trades from your broker and keep track of your stock and option performance. Keep your stock and option trades grouped together and keep notes on them. 

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Import your Trades

Import your stock, options and cash from you broker into Trade Portfolio Manager so you can manage and generate reports off of the data.

Track your Spread Trade and Adjustments

Keep track of your spread trades with multiple legs. Also keep track of any adjustments throughout the life of the trade. Keeping track of adjustments will give you the ability to see your "true" profit and loss for the life of the trade.

Risk Profiles

Look at your risk profile for your current option trades. The risk profile shows you how your current trade looks in the future and what happens when the stock moves up and down.

Dashboard Overview

Take a quick look at the performance of your accounts or individual account on one screen

Dashboard Charts

The dashboard charts gives you customizable charts on how your account is performing.


Add alerts to give you notifications on when different situations happen on your trades or account.

Covered Call Finder

Get a list of covered calls and their performance for almost 3,000 stocks.

Short Put Finder

Get a list of short puts and their performance for almost 3,000 stocks.

Strategy Tracking

Track your performance of your strategies


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