Trading & Journaling
The options trading journal for Tradier traders.
Full access. No credit card.
- Direct broker connection: your balances, holdings and trades sync from your broker without manual entry, and you can place trades right from CoveredLoop.
- Track your stock, ETF, options, covered call, wheel, and credit spread trades in the same dashboard, with downloadable reports and email account notifications.
- Metrics Suite : Win Percentage, Profit Factor, Expectancy, Sharpe, Calmar, SQN, profit and loss distribution graphs, calendar, and more.
- Screener, options ideas, news, and what-if analysis you can add to Sample or Manual portfolios.
- Multi-Account Support for Total View
- Comprehensive Trading Journaling to track your history to help improve your results.
Equities & Options
Track stock, ETF, and option positions with live day marks, holdings breakdown, and full open/closed trade history.
Learn moreCovered Calls
Group by underlying with stock P&L, net premiums, premium yield, and net investment.
Learn moreCredit Spreads
Bull put, bear call, iron condor & iron butterfly: max risk, return on capital, duration, and realized and unrealized profit and loss.
Learn moreResearch
Screen stocks and options, scan market news, run what-if analysis, then add trades to Sample or Manual.
Learn moreTrade Journaling
Log days and months with session tags, plan vs execution, and lessons learned — so you can review history and improve results.
Learn moreMulti-Account
Select one or many accounts; totals, charts, and strategy views update instantly. Tradier live and paper stay as separate books.
Learn moreTry the covered call calculator
Find calls across popular US stocks and see your return before you trade.
Insights
Strategy, product, and market notes from the CoveredLoop desk.
CPI Week With Sleepy Index Vol: Event Risk When the VIX Looks Calm
Index volatility has been grinding in a low band even as September’s calendar fills with CPI and the FOMC. How options desks can separate “quiet tape” from “priced event,” and what to log before the prints — without turning the week into a prediction contest.
Read storyAfter the Jobs Beat: What Rising Fed-Hike Odds Mean for Options Sellers
August payrolls crushed expectations and pushed September hike odds higher. A short desk note on how rate repricing shows up in yields, growth-stock IV, and the way covered-call and credit-spread books should be reviewed — not a call to trade the Fed.
Read story
Options Trading Journal vs Spreadsheet for Multi-Leg Strategies
Spreadsheets survive until the third roll. A journal next to daily P&L keeps multi-leg structures, notes, and the rollforward on one definition of the book.
Read storyAnalytics Is Not a Scoreboard. It’s the Process.
Most traders treat analytics like a trophy case. Win rate on the wall. A green month screenshot. A Sharpe they mention once and never open again. The traders who last treat analytics as something else: the operating system of the trade itself. The process is not “spot a ticker, click buy.” It is a loop—research, size the risk, execute a plan, journal the gap, let the numbers grade you, change one
Read story
Tradier Sync vs Manual Portfolio Tracking
Sample is for learning the product. Manual is a book you type. Tradier live and paper sync marks and cash. When each source is the right one, and how they stay separate.
Read story
Credit Spread Metrics That Matter: ROC, Max Risk, Duration
Credit is the easy number. Return on capital, max risk, and duration are what make two 40-cent credits incomparable. How CoveredLoop puts them on the structure card.
Read story30 days of full access
Create an account and use the whole product, including live and paper Tradier, for 30 days. No credit card. When the trial ends, a Square subscription keeps Live and Paper connected: $29/mo · $199/yr · $499 lifetime. Sample stays free.
* After the trial, Manual without a paid plan is two accounts and twenty-five trades. Monthly and annual plans create a Square subscription for the next renewal. Lifetime is one payment and does not renew.
Every feature, including Live and Paper Tradier, for 30 days. No payment to start.
- Stocks, Options, ETFs, holdings & equity curve
- Covered call & wheel strategies
- Credit spreads: bull put, bear call, iron condor & iron butterfly
- Screener, news & what-if → add trade
- Live and Paper Tradier during the trial
- No credit card to get started
Full access. No credit card.
Full live and paper Tradier. Square renews each month until you cancel.
- Link Tradier via official OAuth
- Live balances, day marks & holdings
- Cancel anytime
Upgrade to Monthly anytime
Card details never touch CoveredLoop servers.
Save 43% vs monthly
Best value for active traders. Square renews once a year.
- Everything in Monthly
- $16.58/mo billed annually
- Real multi-account totals
Upgrade to Annual anytime
Card details never touch CoveredLoop servers.
One payment for lifetime with full access. No Square renewal.
- Everything in Annual
- No renewals ever
- Pay once · keep access
Upgrade to Lifetime anytime
Card details never touch CoveredLoop servers.
Questions
How free, paid, Tradier, and your data actually work.
Does CoveredLoop only support Tradier?
Live and paper broker sync is Tradier only, via official OAuth (live) or the sandbox token (paper). You do not need a broker to start: Sample and Manual portfolios work without Tradier. Other brokers are not live-synced today; you can reconstruct a book with bulk import or Manual entry.
Is my brokerage password stored?
No. Live Tradier uses OAuth. CoveredLoop stores encrypted connection tokens, not your Tradier password. You can disconnect in Settings at any time, which removes stored credentials. Paper mode uses the sandbox API token you paste — that is not your brokerage login password.
What happens to my data if I cancel?
Canceling a paid plan does not delete your CoveredLoop login. Sample stays available. After the 30-day trial, Manual without a paid plan is two accounts and twenty-five trades. Live and Paper Tradier stop until you subscribe. If you close the account, the Square subscription is canceled and we delete or anonymize personal data as described in the Legal page, except records we must keep for tax, security, or law.
Can I import trades from other brokers?
Yes, as a one-time or occasional reconstruct: Settings includes bulk import so you can load fills into Manual or Sample-style books. Ongoing live marks, balances, and activity sync are Tradier only. Import is not a substitute for a live broker connection.
What is the difference between Sample and Manual mode?
Sample is a realistic book we maintain. Manual is your own accounts and trades. A new account has 30 days of full access, including Live and Paper Tradier, with no card. After that, a monthly or annual Square subscription (or lifetime) keeps Live and Paper and removes the Manual caps.
Is there a money-back guarantee?
Membership fees are generally non-refundable except where required by law or for a confirmed billing error. The first 30 days are free with no card. Monthly and annual plans then renew through Square. See Legal (Payments & Refunds) for the full terms.
Do I need a credit card to start?
No. A new account includes 30 days of full access, including Live and Paper Tradier. Card details are collected by Square only when you choose Monthly, Annual, or Lifetime. CoveredLoop never stores the card number.
Do you offer team or enterprise pricing?
No. Plans are individual memberships ($29/mo · $199/yr · $499 lifetime). There is no team or enterprise SKU. Unusual billing questions can go to info@coveredloop.com — that is support, not a custom plan.