Step 1
Dashboard Overview
See open positions, premium totals, and account-level metrics in one place so you always know where the wheel stands.
Step 2
Log a Trade in Seconds
Manage a trade with ease from one workflow: edit, roll, close, and expire. Partial close and partial roll are fully supported, and calculations plus portfolio updates are handled automatically for you.
Step 3
Handle Assignments Cleanly
Assignment updates flow into holdings and basis tracking so you do not have to recalculate everything by hand.
Step 4
Roll With Full Context
Support both partial and full rolls with full visibility into the linked trade chain. Review complete chain-level P and L so you can evaluate every adjustment with context.
Step 5
Review Performance Over Time
Use built-in reports to evaluate performance by ticker, account, and date range. In addition to the core performance view, you also get Trade Calendar, Premium Income, Assignment, and Trade Lifecycle reports.
