Free tier, no credit card · No API keys · CSV import from ThinkorSwim and Tastytrade
Trade-off
The honest version
What OptionTracker does well
Automated imports cover TD Ameritrade, Schwab, and Fidelity, and an AI import maps a spreadsheet from any broker.
A screener shows option chains with IV and the Greeks, so research and the journal share one app.
A weekly review pulls repeatable patterns out of your notes and turns them into setup adjustments.
When OptionTracker is the better choice
Fidelity account holders, and traders who want a contract screener with chains and Greeks beside the journal, get more from Option Tracker. OptionsEdge has tested import templates only for Thinkorswim and tastytrade, with experimental mapping for other brokers, and no screener.
Before you switch
Trades can also be added by hand, so decide early whether manual entries or broker imports are your record.
The company has launched WealthBee as its newer journaling service, so ask which product gets future work.
Why traders switch
What frustrates traders about OptionTracker
Every feature is paid once the 30-day trial ends, with no free tier.
Side by side
OptionsEdge vs OptionTracker
The features that actually matter for multi-leg options trading
Feature
OptionsEdge
OptionTracker
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.
Not listed
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. OptionTracker imports any broker's CSV through its AI Import.
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.
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.
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
OptionTracker
Not listed
Options-only design (not a stock journal with options added)
OptionsEdge
OptionTracker
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
OptionTracker
Strategy-level P&L (not just fill-level)
OptionsEdge
OptionTracker
thinkorswim CSV importOptionsEdge is tested with thinkorswim and tastytrade CSVs, with experimental column mapping for other brokers. OptionTracker imports any broker's CSV through its AI Import.
OptionsEdge
OptionTracker
Generic CSV
tastytrade CSV import
OptionsEdge
OptionTracker
Generic CSV
No broker API connection requiredImport via CSV. No broker login or brokerage credentials needed.
OptionsEdge
OptionTracker
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.
OptionsEdge
OptionTracker
Limited
Unified position view across multiple accountsThe OptionsEdge positions list shows all your accounts together or one at a time.
OptionsEdge
OptionTracker
Greeks tracking per positionOptionsEdge shows portfolio Greeks totals on the Pro plan, not Greeks per position.
OptionsEdge
OptionTracker
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.
