Frequently Asked Questions
Answers to common questions about using Option Tracker as a trading journal for stocks and options, including imports, review workflows, and account setup expectations.
What is Option Tracker used for?
Option Tracker is used to import, organize, journal, and review stock and options trades. It helps traders connect fills, strategy tags, notes, risk plans, exits, and weekly performance review in one workspace.
Can I import trades, or do I have to enter them manually?
You can import broker or spreadsheet files, use AI Import for broker exports, or add trades manually when a record needs to be created or corrected directly. Imports reduce spreadsheet upkeep, while notes and tags preserve the decision context that raw broker data usually misses.
Does it support reviewing strategies and journal notes?
Yes. Option Tracker supports review by strategy, ticker, tag, account, and portfolio so traders can compare setups such as covered calls, cash-secured puts, spreads, iron condors, and wheel trades. Journal notes help explain why a trade was taken, how it was managed, and what should change next time.
How should I use Option Tracker for weekly trading reviews?
Start by filtering recent closed, adjusted, and assigned trades. Compare planned risk with actual risk, check whether exits followed the original thesis, review tags for repeated behavior, and finish with one next-week rule that can be tested in future trades.
Does Option Tracker replace a spreadsheet?
Option Tracker can replace many manual spreadsheet workflows by combining imports, tags, notes, performance views, and review prompts. Traders who still want spreadsheets can use them as exports, backups, or supporting records instead of the main review system.
Where can I learn options trading journal workflows?
The Option Tracker Learn hub includes guides for options trading journals, trade plan templates, weekly reviews, journal metrics, broker imports, strategy journals, and options-specific checklists.
Does Option Tracker provide financial advice?
No. Option Tracker is a journaling and analysis platform for recordkeeping, performance review, and process improvement. It does not provide personalized investment, tax, legal, or financial advice.
Where should I start if I am evaluating Option Tracker?
Start with the homepage feature sections for imports, journaling, and review workflows. Then read the options trading journal guide, review pricing, and check the Privacy Policy and Terms of Service before signing up.
Next steps
Visit the homepage for features and pricing, read the news/blog for updates, and review the Privacy Policy and Terms of Service.