Record your option income and share positions in any currency, watch each company's cost basis fall toward $0, and keep clean capital-gains & income records grouped by your tax year — ready to hand to your accountant. Your data always yours.
One wheel trade, end to end: sell the put → get assigned → sell the call → watch the cost basis fall.
Cash-secured puts, covered calls, spreads, strangles, condors — strategies detected automatically, legs tracked exactly, rolls linked into campaigns, partial closes handled.
Every premium banked and dividend received chips away at what your shares really cost you. Watch the path to a $0 cost basis — the whole point of selling options.
Grouped by the tax year you actually file — set the start date to 1 January, 6 April, 1 July or your own. Share sales matched to the exact parcels you sold, holdings over 12 months flagged, and a branded Excel or CSV export for your accountant. Option Trackers keeps the records; it doesn't give tax advice.
Every company opens a candlestick chart with your option strikes and share buys/sells already drawn on it, plus your adjusted cost basis and next earnings date. Draw trend lines and add indicators — unlike a generic chart site, they're saved with your account, per company.
Payoff diagrams, return-on-capital and premium calculators, position-sizing maths and assignment-probability checks — sanity-check the trade before you place it. A full strategy guide explains every structure, with worked payoff and placement diagrams.
Delayed prices, option chains, next-earnings dates and exchange rates arrive automatically — no keys, no setup. They fill in your portfolio value, unrealised P/L, ITM/OTM on open trades and the FX rate on each transaction.
Drop in an IBKR Daily Trade Report or a thinkorswim/Schwab Trade Confirmation and your fills become pre-filled trade forms — opens, closes, whole-spread closes and rolls matched to your open positions, fractional shares included. On any other broker, use the Excel template.
Personal, retirement, trust, a partner's — keep them cleanly separate, each with its own currency and tax-year settings. Download your complete data as a single file any time; it even opens in the offline desktop app.
Most trackers assume one currency and a US calendar tax year. Option Trackers keeps every currency strictly apart — no silent conversion, anywhere — and groups your records by the tax year you actually file, wherever you file it. Trade US options, hold ASX or LSE shares, and keep the books straight without a spreadsheet holding it together.
Accounts are created personally by the administrator while we polish the service. If you'd like to be part of the first group of members, get in touch.