What you can track
You can track options trades as one record: the open, the close, a roll, an assignment, and a note on that trade.
How trades get in
Connect Tradier, or use the sample book, or type trades yourself within 2 manual accounts and 25 trades. A Tradier connection is on the paid plans: Monthly ($29/mo), Annual ($199/yr), Lifetime ($499 once). Read the details on pricing.
Plan a covered call first
Before you open a covered call, the covered call calculator shows the premium, the return if called away, and the break-even from the numbers you enter. It does not say the trade will work.
Questions
How do I track options trades?
Record the open, then the close, a roll, or an assignment on that same trade, and add a note. Connect Tradier or type the trade yourself. CoveredLoop does not choose a strategy for you.
Can I track rolls as part of the same trade?
Yes. A roll stays on the trade it came from, instead of becoming a separate trade with no link to the first one.
Does it work with Tradier?
Yes. Connect Tradier and filled trades from that account can be recorded here. You can place Tradier trades in CoveredLoop or directly with Tradier.
Is there a free way to track options trades?
Yes. Use the sample book, or type trades yourself within 2 manual accounts and 25 trades. Paid plans add a Tradier connection. See pricing.
Try it on a sample book
Create a free account and open the sample portfolio — no card required. Manual accounts work the same way if you want to type your own trades. Tradier live and paper stay optional until you are ready. Already registered? Sign in.