CoveredLoop.com
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Portfolio Analytics
Built for Traders

  • Direct Broker Connection for automated, touchless sync so balances, holdings, and trades update without manual entry.
  • 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, Kelly, Profit Factor, Expectancy, Sharpe, Calmar, SQN, profit and loss distribution graphs, calendar, and more.
  • Research 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.

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Covered Calls

Group by underlying with stock P&L, net premiums, premium yield, and net investment.

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Credit Spreads

Bull put, bear call, iron condor & iron butterfly: max risk, return on capital, duration, and realized and unrealized profit and loss.

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Research

Screen stocks and options, scan market news, run what-if analysis, then add trades to Sample or Manual.

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Trade Journaling

Log days and months with session tags, plan vs execution, and lessons learned — so you can review history and improve results.

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Multi-Account

Select one or many accounts; totals, charts, and strategy views update instantly. Tradier live and paper stay as separate books.

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Connected Brokers

CoveredLoop pulls live brokerage data through official partner integrations and also lets you run a full manual book when you want total control. More brokers will appear here as partnerships launch.

Tradier

Tradier

Live + paper · OAuth

Available

Tradier is a U.S. online brokerage built for active traders and developers, with competitive options and equities trading plus a mature market data and account API. CoveredLoop connects only through Tradier’s official third-party OAuth flow—we never store your brokerage password. After you unlock live access ($29/mo · $199/yr · $499 lifetime), link live and paper from Settings → Portfolio; tokens are encrypted at rest and multi-account selection is supported.

  • Official Tradier OAuth — no password sharing with CoveredLoop
  • Balances, holdings, day marks & trade history from your accounts
  • Live and paper books at the same time — paper stays in Tradier’s sandbox
  • Multi-account totals when you hold more than one Tradier account
Visit TradierTradier API docsGet CoveredLoop free

Manual Portfolio

Start from scratch · no broker

Always free*

Not ready to link a brokerage—or want positions that aren’t on Tradier yet? Manual mode lets you create your own accounts and enter stocks, options, covered calls, wheels, and credit structures (including iron condors and butterflies) with a guided wizard. Entries are tagged Manual so they never mix up with synced brokerage data.

  • Create accounts and trades without connecting a broker
  • Same dashboards, metrics, reports, and strategy views
  • * Free tier: two manual accounts and twenty-five trades (upgrade for more accounts and trades)
Start freeWhat We Offer

Additional broker connections will be listed here as they become available. CoveredLoop is not a broker-dealer; trading remains with your chosen brokerage.

YouTube

Videos

Short strategy & product clips from the CoveredLoop channel.

Channel

Free Access with Sample or Manual Portfolio

Create an account and use every feature with our sample portfolio — or build a manual portfolio from scratch — at no cost*. Live Tradier access is available when you are ready: $29/mo · $199/yr · $499 lifetime.

* Sample portfolio access is free with no usage cap. Manual mode free tier includes two accounts and twenty-five trades; a paid plan ($29/mo · $199/yr · $499 lifetime) removes those manual limits and enables live Tradier linking.

Most people start here
Sample & manual
Free

Full use of CoveredLoop on a realistic sample portfolio or create your own manual accounts and trades. No payment required.

  • Stocks, Options, ETFs, holdings & equity curve
  • Covered call & wheel strategies
  • Credit spreads: bull put, bear call, iron condor & iron butterfly
  • Research: screener, news & what-if → add trade
  • Manual accounts + trade wizard (2 accounts / 25 trades)
  • No credit card to get started
Create Free AccountSample or manual · no card needed
Flexible
Monthly
$29/mo

Full live Tradier access. Flexible month-to-month billing.

  • Link Tradier via official OAuth
  • Live balances, day marks & holdings
  • Cancel anytime

Card details never touch CoveredLoop servers.

Best value
Annual
$199/yr

Best value for active traders. Pay once a year.

  • Everything in Monthly
  • Lower effective monthly cost
  • Real multi-account totals

Card details never touch CoveredLoop servers.

Pay once
Lifetime
$499 once

One payment for lifetime with full access.

  • Everything in Annual
  • No renewals ever
  • Pay once · keep access

Card details never touch CoveredLoop servers.