- Seamlessly connect with your Tradier brokerage account
- OptionsCopilot automatically imports and organizes your trades into common options strategies for easy analysis
- Refine strategy categorization as needed by attaching/detaching individual trades and even define custom strategy categories.
- Get an at-a-glance overview of each strategy’s essential details
- Visualize the evolution of a strategy over time, seeing how price, P&L and greeks change
- Analyze overall portfolio metrics including value, exposure and P&L by strategy and underlying.
- Easily identify your best winning strategies and see the historical performance of your portfolio.
