CoveredLoop.com gives active traders a clear, professional view of portfolio performance. Stocks, options, ETFs, covered calls, the wheel, credit spreads, Profit and Loss (charts, distribution, account rollforward, calendar, and journal), research (screener, options ideas, news, and what-if), price alerts, a full metrics suite, exportable reports, bulk trade import/export, and Tradier live plus paper trading. Below is the real experience you can explore free on sample and manual portfolios.
Experience a walkthrough of the signed-in Light experience — dashboard, stocks and options, strategies, Profit and Loss, metrics, reports, research (screener, news, and what-if), price alerts, import/export, multi-account controls, and Tradier live and paper books.
Dashboard, stocks / ETFs / options, covered calls & wheel, credit spreads, trade history, Profit and Loss, metrics, reports, research, price alerts, multi-account, Tradier live & paper, bulk import/export, and settings — in about two minutes.
See total equity, cash, market value, and total P&L at a glance. Switch chart ranges from intraday through full history and watch returns, realized and unrealized gain or loss, and covered-call premiums stay in sync with the same window. Reorder the metric tiles so the numbers you care about sit first — and turn on email snapshots from Settings when you want the same picture in your inbox.
Straight stock, ETF, and option trades live here — covered calls, wheels, and credit spreads stay in their own sections. Sort and filter the list, review open holdings, merge leftover lots into a structure, or split a mis-tagged piece back out. Day marks, cost basis, market value, and realized or unrealized P&L stay on every line.
Each structure stays its own card — same ticker does not get mashed together. See stock P&L, net premiums (including closed wheel puts), premium yield, net investment, and live marks on open legs. Roll an open call or put, add shares or dividends, split a lot or option into another category, or merge a leftover stock into the wheel.
Bull put, bear call, iron condor, and iron butterfly in one workspace. Each structure shows credit, max risk, max reward, return on capital, duration, realized and unrealized P&L, and leg-level marks. Sort and filter the list, then split a wing or recategorize a leg when a trade was assigned to the wrong bucket.
Open and closed trades across every strategy, with symbol, account, strategy, and date filters plus sortable columns. Add a note with one click, export when you need a paper trail, and keep context next to every position.
One workspace for how the book made (or lost) money. Chart realized or unrealized P&L by day, week, month, or year. Distribution breaks closed P&L down by symbol, trade type, sector, weekday, account, month, or year — click a slice for the trades. Summary is long vs short plus an account-balance rollforward: opening equity, transfers, dividends and interest, margin interest, fees, realized gain and loss, unrealized for the period, and ending equity, with a column per account. Sample and Manual use the cash ledger you enter; live Tradier pulls ACH, dividends, interest, and fees from the brokerage activity log. Calendar and Journal stay for daily review and process notes.
Win percentage, win/loss ratio, Kelly Criterion, profit factor, expectancy, SQN, Sharpe, Calmar, Omega, Ulcer Performance Index, recovery factor, tail ratio, and more — recalculated for the accounts you select on sample, manual, or live data.
Build client-ready packages filtered by date range, open or closed status, accounts, symbols, and trade types. Export polished PDF, Word, or Excel with charts and tables — download instantly or email the file to yourself.
Screen the listed universe with price, volume, technical, and option-premium filters. Rank covered-call, wheel, and credit-spread ideas by estimated return, open a live or estimated chain (and extend strikes up or down), scan market news, run what-if analysis, save names to a watch list, and add a setup to Sample or Manual in one click.
Set alerts on stocks and options from your watch lists or any symbol. Get notified in CoveredLoop and by email when a name trades through your level, review last marks, and jump straight to the chart or option chain to act.
Select one or many accounts and every total, chart, metric, and strategy view updates together. Work free on sample data or a manual book (two accounts and twenty-five trades on the free Manual tier). Unlock Tradier when you are ready — connect live and paper at the same time, then switch books from the dashboard.
Link your real Tradier account and Tradier’s paper sandbox at the same time — they stay as two separate books. Connect both in Settings → Portfolio (live uses official OAuth; paper uses the sandbox access token). While Paper is selected, an amber PAPER banner stays on, orders go only to sandbox, and live cash is untouched. Practice strategies and CoveredLoop tickets with real-time paper data, then switch to Live when you are ready. Combined Profit and Loss leaves paper out unless you turn that book on.
Export raw trades from sample, manual, and live books as Excel or CSV. Import broker files that do not share one column layout — CoveredLoop maps fields, pairs opens and closes, combines same-second split fills, and keeps separate lots apart. Load equities, options, covered calls, wheels, and multi-leg credit structures in one pass.
Theme (including Light), data mode, Tradier live and paper connections, email snapshot and trade-alert cadence, bulk import and export, referral program, account security including MFA, and close-account controls live in one place — so day-to-day preferences and serious account actions stay clear.
CoveredLoop.com is built for traders who want clear analytics on their portfolio with exportable reports that show whether the edge is real without the noise.
