Questions? We've Got Answers.

Options Insights is a portfolio analytics tool for options traders on TastyTrade. It syncs your complete transaction history, tracks every trade from open to close, calculates your true realized P&L, and organizes everything into a clear, searchable dashboard.

All of them. Equity options, index options, futures options, futures, and stock positions on TastyTrade. Every transaction type — trades, rolls, expirations, assignments, corporate actions — is captured and reconciled.

TastyTrade shows you fills and current positions. It doesn't assemble the complete lifecycle of a trade — the open, the rolls, the close, and what you ultimately made. Options Insights does that automatically, so you can see your true P&L on every position you've ever held.

As far back as your TastyTrade transaction history goes. For most users, that's several years of complete trade data.

Yes. You can connect multiple accounts (IRA, individual, margin) and view them separately or combined.

We use TastyTrade's official OAuth integration. You log in to TastyTrade through their own authentication flow — your username and password are never shared with us or stored on our servers.

Read-only access to your transaction history and positions. We cannot place trades, transfer funds, or modify your account in any way.

Yes — you'll see "Options Insights" listed as an authorized application in your TastyTrade account settings. You can revoke access at any time.

Your transaction data is stored securely in our cloud database (Railway, hosted on Google Cloud). All data is encrypted at rest and in transit. We use row-level security so your data is only accessible to your account.

No. We use OAuth, which means TastyTrade authenticates you directly. We receive a token that lets us read your transaction history — never your username, password, or full account credentials.

Never. Your trading data is yours. We do not sell, share, or monetize your personal or trading data. See our Privacy Policy for full details.

About 5 minutes. Create an account, connect your TastyTrade account via OAuth, and the initial sync begins automatically. Depending on your history size, the first sync can take 30–60 minutes.

The initial sync starts immediately after connecting your account. You'll see progress updates as it runs. Most users have full historical data within an hour.

A large transaction history (several years, multiple accounts, thousands of trades) can take 30–90 minutes for the first full sync. Subsequent syncs are incremental and much faster.

The Query Assistant lets you ask questions about your trading data in plain English — things like “What’s my P&L on SPY this year?” or “Which strategy has the best win rate?” It searches your actual synced data and gives you a real answer, not a guess.

It’s an optional power feature. All core features — syncing, P&L tracking, trade lifecycles, the dashboard — work without it. If you just want portfolio analytics, you’re fully covered. The Query Assistant is there when you want to dig deeper.

An LLM API key is how the Query Assistant connects to the AI service that understands your questions. Think of it like a login for the AI — it tells the provider (OpenRouter, Anthropic, or OpenAI) that you’re authorized to use their service.

We don’t bundle an AI service into Options Insights. Instead, you bring your own key. This keeps costs transparent and under your control — you only pay for the queries you actually run, directly to the provider you choose.

1. Go to openrouter.ai and create an account
2. Navigate to the Keys section in your dashboard
3. Click Create Key and copy it

OpenRouter is the most flexible option — one key gives you access to multiple AI models including Claude, GPT, and others. It’s pay-as-you-go, and typical query costs are fractions of a cent.

1. Go to console.anthropic.com and create an account
2. Navigate to API Keys in the sidebar
3. Click Create Key and copy it

This gives you access to Claude models. Note: Anthropic requires you to add credits to your account before your key will work.

1. Go to platform.openai.com and create an account
2. Navigate to API Keys in the sidebar
3. Click Create new secret key and copy it

This gives you access to GPT models. Note: OpenAI requires you to add credits to your account before your key will work.

DataBento provides historical market price data that gets overlaid on your trade lifecycle charts. It adds underlying price movement context — so you can see how the market was moving during your trades.

It’s completely optional. Your charts work great without it. DataBento just adds an extra layer of context for traders who want to see the bigger picture. Available for trades within the last two years.

1. Go to databento.com and create an account
2. Navigate to your portal and find the Keys section
3. Generate a new key — it will start with db-

To enter your key in Options Insights, go to Settings and scroll to the DataBento section.

Go to Settings (gear icon in the navigation).

LLM API key: Select your provider (OpenRouter, Anthropic, or OpenAI), paste your key, choose a model, and save.
DataBento API key: Scroll to the DataBento section, paste your key, and save.

Your keys are encrypted and stored securely. We never see, log, or have access to your actual key values.

Costs depend on your LLM provider and which model you choose. Typical queries cost a few cents each — simple questions cost less, complex ones a bit more.

Set a hard cap on monthly spending so you never go over. Options Insights tracks your usage and displays it clearly, so there are no surprises.

When you connect your TastyTrade account, we pull your complete transaction history — every trade, roll, expiration, and corporate action. The first sync downloads everything, builds your trade lifecycles (roundtrips), and calculates your realized P&L.

Depending on how much history you have, the first sync can take 30 to 90 minutes. You’ll see progress updates as it runs. After that, syncs are incremental and much faster.

A full sync downloads your entire transaction history and rebuilds everything from scratch. This is what happens on your first sync, or if you want a complete refresh.

An incremental sync only pulls new transactions since your last sync. It’s much faster — usually just a few minutes. This is the default after your first sync.

You can choose your preference in Settings.

Automatic overnight syncs keep your data current. You can also trigger a manual sync anytime from the dashboard. Incremental syncs are fast — they just grab what’s new since last time.

1. Navigate to Query (the robot icon in the navigation bar)
2. Type a question in plain English — like “What was my best trade this month?” or “How are my iron condors performing?”
3. The assistant searches your actual data and gives you a real answer
4. Ask follow-up questions — it remembers the conversation context
5. Download results as CSV if you want to analyze further in a spreadsheet

Anything about your trading data. Here are some examples:

• “What’s my total P&L on silver trades this year?”
• “Show me all trades that lost more than $500”
• “What’s my win rate on strangles vs iron condors?”
• “How much did I pay in fees last quarter?”
• “What are my open positions sorted by delta?”
• “Which underlying has been most profitable for me?”

The assistant works with your actual synced data, so the answers reflect your real portfolio — not hypotheticals.

When you click into a trade, you see its complete story:

Lifecycle timeline: The open, any rolls or adjustments, and the close — all connected as one position
Each leg: Dates, prices, quantities, and fees for every transaction
Realized P&L: Your true profit or loss on the complete position, accounting for all legs
Strategy classification: What kind of trade it is (covered call, strangle, vertical spread, etc.)
Price chart overlay: If you have DataBento connected, the underlying’s price movement during your trade

Your dashboard gives you the big picture at a glance:

• Portfolio allocation overview
• Recent trade activity
• Account selector if you have multiple TastyTrade accounts
• Quick access to all features — transactions, lifecycles, query, and settings

If you have a very large trading history, your first sync covers your most recent 50,000 transactions. Your dashboard shows a banner with the exact earliest date your data goes back to.

Why we cap it: Pulling an unlimited history can take hours and, for the oldest trades, the matching opening and closing records aren’t always both available. We’d rather show you a complete, accurate picture of your recent trading than a partial one stretching further back.

The honesty principle: Every number you see — realized P&L, roundtrips, win rates — is scoped to the data window shown in your banner. We label your realized P&L with “(since [date])” so you always know exactly what period it covers. We never present a partial total as if it were your lifetime total.

Excluded closing trades: If some positions were opened before your data window but closed inside it, we can’t fully reconstruct those roundtrips without the original opening trade. Rather than show inaccurate P&L, we exclude those closes and tell you how many were excluded.

Can I get older history? No — we don’t backfill history before your data window. This is a permanent product decision that keeps your analytics fast and accurate.

Full access to every feature for 14 days. No limits, no feature restrictions.

Yes. You won't be charged for 14 days. If you cancel before the trial ends, you pay nothing.

Cancel any time before the trial ends and you won't be charged. Your account will be deactivated but your data is preserved for 90 days in case you change your mind.

Yes, at any time. You keep access until the end of your current billing period. No fees, no penalties.

A one-time payment of $399 for permanent access to Options Insights — forever, with no recurring charges. This is a limited launch offer.