Free tier, no credit card · No API keys · CSV import from ThinkorSwim and Tastytrade
Trade-off
The honest version
What DaysToExpiry does well
Starter connects a live portfolio through SnapTrade or an Interactive Brokers Flex statement, with one-click sync after that.
Pro backtests covered calls, cash-secured puts, and the full wheel, so a rule can be tested before real money goes in.
Income, coverage, and roll tracking for covered calls and puts sit together on one portfolio dashboard.
When DaysToExpiry is the better choice
Pick Days to Expiry if you want positions to sync from your broker without exporting a file, including through an Interactive Brokers Flex query, or you want to backtest a wheel before running it. OptionsEdge works from CSV imports and has no broker sync or backtester.
Before you switch
Positions arrive through your broker connection, so confirm your broker is on the SnapTrade list before you pay.
Interactive Brokers accounts connect with a Flex statement query, which you set up once inside the IBKR portal.
Why traders switch
What frustrates traders about DaysToExpiry
Wheel backtests and multi-symbol scans sit a tier above the sync plan.
Side by side
OptionsEdge vs DaysToExpiry
The features that actually matter for multi-leg options trading
Feature
OptionsEdge
DaysToExpiry
Multi-leg strategy auto-detectionOptionsEdge groups your fills into strategies such as verticals, iron condors, butterflies, and strangles. Any grouping it is not confident about goes to a review queue.
Options-only design (not a stock journal with options added)
Rolls kept with the original tradeIn OptionsEdge, a roll to a new expiration joins the history when you click Link as roll, and the campaign shows its total P&L.
Strategy-level P&L (not just fill-level)
thinkorswim CSV importOptionsEdge is tested with thinkorswim and tastytrade CSVs, with experimental column mapping for other brokers. DaysToExpiry accepts any broker's CSV through a generic importer.
Generic CSV
tastytrade CSV import
Generic CSV
No broker API connection requiredImport via CSV. No broker login or brokerage credentials needed.
Free planThe OptionsEdge free plan covers CSV import, strategy grouping, the review queue, and position detail. Dashboards and analytics are on the paid Core plan. DaysToExpiry describes a free tier with a daily allowance of scans, a demo portfolio, and CSV upload.
Limited
Limited
Unified position view across multiple accountsThe OptionsEdge positions list shows all your accounts together or one at a time.
Greeks tracking per positionOptionsEdge shows portfolio Greeks totals on the Pro plan, not Greeks per position.
Theta
Multi-leg strategy auto-detectionOptionsEdge groups your fills into strategies such as verticals, iron condors, butterflies, and strangles. Any grouping it is not confident about goes to a review queue.
OptionsEdge
DaysToExpiry
Options-only design (not a stock journal with options added)
OptionsEdge
DaysToExpiry
Rolls kept with the original tradeIn OptionsEdge, a roll to a new expiration joins the history when you click Link as roll, and the campaign shows its total P&L.
OptionsEdge
DaysToExpiry
Strategy-level P&L (not just fill-level)
OptionsEdge
DaysToExpiry
thinkorswim CSV importOptionsEdge is tested with thinkorswim and tastytrade CSVs, with experimental column mapping for other brokers. DaysToExpiry accepts any broker's CSV through a generic importer.
OptionsEdge
DaysToExpiry
Generic CSV
tastytrade CSV import
OptionsEdge
DaysToExpiry
Generic CSV
No broker API connection requiredImport via CSV. No broker login or brokerage credentials needed.
OptionsEdge
DaysToExpiry
Free planThe OptionsEdge free plan covers CSV import, strategy grouping, the review queue, and position detail. Dashboards and analytics are on the paid Core plan. DaysToExpiry describes a free tier with a daily allowance of scans, a demo portfolio, and CSV upload.
OptionsEdge
DaysToExpiry
Limited
Limited
Unified position view across multiple accountsThe OptionsEdge positions list shows all your accounts together or one at a time.
OptionsEdge
DaysToExpiry
Greeks tracking per positionOptionsEdge shows portfolio Greeks totals on the Pro plan, not Greeks per position.
OptionsEdge
DaysToExpiry
Theta
What you get instead
How OptionsEdge thinks about options
Automatically groups related fills into a single strategy position. No manual tagging
Tracks your true cost basis when you roll options, including credits and debits from each leg
Strategy-level P&L shows whether your iron condor or spread made money, not just individual fills
Built exclusively for options traders. Every metric is options-aware
Import from ThinkorSwim or Tastytrade with a single CSV file, no API keys needed
Ready to see your options positions the right way?
Import your first CSV free. No credit card. No API keys. Just upload your ThinkorSwim or Tastytrade export and see your strategies organized in seconds.
