Wingman automatically organizes your positions, calculates the metrics you need, and analyzes your performance — it's smart, yet simple and lightweight.Try it Free for 14 Days →
Which strategies are working for you YTD?
What's your breakeven after rolls or assignments?
What setups have the highest win rate over the past 3 months?
When I started trading options I tried to answer these questions by tracking my trades in a spreadsheet.
But it was a struggle. Here’s why:
Booking many trades each day is a burden
No easy way to track rolls, assignments, dividends, and expirations
Missing a day makes it hard to catch up
As I talked with other traders, it became clear everyone felt the same way. So I (Ben) called up my good friend Piyush and we automated the whole process.
How do I import transactions?
A few clicks.
Export the CSV file of transactions from your brokerage platform and import to Wingman. A 1-minute process that’s so easy you’ll wonder why you ever tracked trades manually.
Miss a few days? Just start the export from where you left off - no problem.
Does it know how to handle rolls?
When you roll or adjust Positions, Wingman knows to group them together to continue the existing Position. And if it ever groups some Legs that you wanted separated, easily modify the grouping to your liking.
What about post-trade analysis?
See key summary metrics in aggregate across all of your accounts and in bucketed reports by Strategy, Underlying, or Custom Tags.
Use custom Position tags to keep tabs on the performance of trade setups, trade idea sources, management techniques, or any other bucket you care about.
Win Rate, Average P/L (per day), Total P/L, Fees, and more — calculated for you and updated every time you close a trade.
Metrics to help manage open positions?
Lots of them.
In Cost Basis Mode, see your original cost of the trade, your current breakeven that bakes in all activity since the start, and realized P/L for options you’ve closed along the way. Commission, fees, and dividends included.
In P/L Mode, see your true Total P/L, Open P/L, and Realized P/L, to instantly know where your complete Position stands. All activity and fees included.
You can import trades for:
*No affiliation with these brokerages.
Take it for a spin, risk-free for 14 days.