Stop guessing.
Start asking.
Have a conversation with your trading data. OptionsInsights syncs with 
, reconstructs every trade, and answers your questions in plain English.
The Dashboard Your Trading Business Has Been Missing
Multi-account overview, portfolio allocation, P&L tracking, and recent activity — all in one place. This is your trading cockpit.
Ask a Question. Get a Real Answer.
How easy is it to find your most profitable trade from the last year? Just ask — and get an answer backed by your actual trading data. No formulas. No filters. No exports. Just ask.
Every plan includes AI queries.
From Transaction Log to Trade Story.
When you've rolled a strangle four times across two months, your brokerage gives you 20 rows of fills. Dates, strikes, quantities — a wall of data you have to mentally reconstruct. OptionsInsights gives you one view: the full lifecycle of that position — every adjustment, every roll, every credit collected — plotted against the actual market movement that drove your decisions.
Running Multiple Strangles on the Same Underlying? We Track Each One.
When you're actively managing multiple overlapping positions, OptionsInsights tracks each one separately — individual P&L, individual lifecycle, individual analysis.
Get to Know Your Data. You'll Be Glad You Did.
Win rates, average winners, average losers — broken down by strategy. Discover which plays are actually carrying your P&L and which ones are costing you money.
Your P&L Tells You What Happened. Your Mechanics Tell You Why.
You learned to manage winners around 50% of max profit, keep losers small, and stay consistent. But do you actually? The Mechanics Mirror reflects your real trading habits back at you — win rate, expectancy, how long you hold winners, how much of the max profit you actually capture, and where your losses really come from. Not a feeling. Your data.
- Win Rate & Expectancy — your true win rate and expected dollars per trade over the last 90 days: the two numbers that decide whether an edge is real.
- Days Held on Winners — how long you actually hold winning trades, so you can tell discipline from a lucky exit.
- Capital Efficiency by Underlying — profit per $1,000 of buying power, ranked by ticker: which names carry your P&L and which just tie up capital.
- % of Max Profit Captured — your average, measured against the 50% discipline target you already believe in.
- Loss Discipline — loss rate, average loss size, your worst underlyings, and how much of your defined max loss you actually take: the honest half of the mirror.
Based on your own closed trades. Appears once you've closed a handful of roundtrips.
Your Broker Remembers the Fill. We Remember the Whole Trade.
Most journals reconstruct a trade from your broker's export — a couple of fills and nothing in between. OptionsInsights does something no export can: it records the live market state around your position for the entire time you hold it — price, IV rank, and the full greeks (delta, gamma, theta, vega, rho) captured at the open, throughout the day, and at the close. So when you look back, you don't just see why you entered — you see the whole movie: where IV drifted, where the greeks turned, and whether there was a better moment to take profit or adjust.
- Continuous, not a snapshot — price, IV, and greeks recorded from open to close, all day long.
- The full greeks, not just IV — delta, gamma, theta, vega, rho on your liquid options positions, tracked as they change.
Captured automatically once your account is connected. No setup required.
- Answers hindsight can't fake — the whole time-series is saved, so "was there a better exit?" and "what changed while I held it?" finally have real answers.
Three Steps. Then Your Data Does the Talking.
Connect
Link your account with a read-only OAuth token from tastytrade. Takes about 90 seconds.
Sync
We pull your complete transaction history and reconcile it automatically. Going back to the beginning.
Ask
Your full portfolio history, organized, calculated, and ready. Start asking questions your transaction log never answered.
Good Charts. Or Great Charts. Your Call.
OptionsInsights shows your trade lifecycle against available price data by default — and it looks good. Connect DataBento for institutional-grade chart resolution. DataBento offers $125 in free credits.
Standard
With DataBento
DataBento is optional. Every OptionsInsights feature works without it.
"I built this because I was managing $400K+ in options positions in a spreadsheet. Rolling strangles and tracking adjustments was eating up hours per week."
— Brian, Founder
Simple Pricing. Every Feature. Every Plan.
One insight — one strategy you stop running, one behavioral leak you plug — pays for this many times over.
- Full query engine
- All dashboards & charts
- Lifecycle tracking
- Strategy P&L breakdown
- Read-only tastytrade OAuth
- Full query engine
- All dashboards & charts
- Lifecycle tracking
- Strategy P&L breakdown
- Read-only tastytrade OAuth
- Full query engine
- All dashboards & charts
- Lifecycle tracking
- Strategy P&L breakdown
- Read-only tastytrade OAuth
Every Trade You've Ever Made Is Already in Your Account. The Insights Are Waiting.
Join the beta. Invite code required. Read-only access of your tastytrade data — we can't touch your money.
Join the BetaSecure OAuth2 · Invite code required · Starting with tastytrade