Portfolio value
With YTD income and P&L context.
Portfolio Tracking
Options Portfolio Tracker
See what your shares and options are worth together, how the money is split, and what each position has earned, without keeping a spreadsheet.
Capabilities
What Options Portfolio Tracker does
Allocation
Stocks, cash, options, fixed income.
Position history
From the total to the journal in one click.
How it works
Three steps
Connect a broker
Supported brokers bring the positions in.
Read totals and allocation
Value, YTD, the split.
Open the detail
A position or the journal.
Know the limit
Depends on supported imports and mappings. Reconcile with broker records; not a tax or execution record.
Continue your workflow
FAQ
Options Portfolio Tracker questions
Options Portfolio Tracker
An options portfolio tracker organizes supported stock and options positions with portfolio totals, allocation, P&L context, and links to more detailed position activity.
Coverage depends on supported broker and product data. The portfolio view summarizes portfolio value, YTD income and P&L context, cash, stocks, options, fixed income, and the supported positions behind those totals.
No. Portfolio and journal outputs are research and record-keeping aids. They may differ from broker statements, tax lots, fees, assignments, corrections, or official tax records and should be reconciled independently.
Open Options Portfolio Tracker
Options trading involves substantial risk and is not suitable for all investors. QuantWheel provides software for research, analysis, screening, tracking, and workflow support. It does not provide personalized investment advice or guarantee trading outcomes.