Free tier, no credit card · No API keys · CSV import from ThinkorSwim and Tastytrade
Trade-off
The honest version
What TradesViz does well
Imports cover stocks, options, futures, forex, crypto, and CFDs, each with its own journal and reports.
The options view tags spreads such as iron condors and verticals, with strategy P&L down to each leg.
Wheel tracking follows premium against shares held and a premium-adjusted cost basis per underlying.
When TradesViz is the better choice
When your book mixes futures, forex, crypto, or CFDs with options and you want one journal for all of it, TradesViz is the stronger choice. OptionsEdge is built around options strategies and has no futures, forex, or crypto journal.
Before you switch
Trading account limits are 1 on the free plan, 10 on Pro, and 20 on Platinum, so count your accounts first.
The options flow screen and the options backtester are Platinum only, so Pro does not include them.
Why traders switch
What frustrates traders about TradesViz
Options journaling is locked behind a paid plan, since the free account imports stocks only.
Side by side
OptionsEdge vs TradesViz
The features that actually matter for multi-leg options trading
Feature
OptionsEdge
TradesViz
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.
tastytrade CSV import
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. The TradesViz free Basic plan supports stocks; the Pro and Platinum plans add options.
Limited
Stocks only
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
TradesViz
Options-only design (not a stock journal with options added)
OptionsEdge
TradesViz
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
TradesViz
Strategy-level P&L (not just fill-level)
OptionsEdge
TradesViz
thinkorswim CSV importOptionsEdge is tested with thinkorswim and tastytrade CSVs, with experimental column mapping for other brokers.
OptionsEdge
TradesViz
tastytrade CSV import
OptionsEdge
TradesViz
No broker API connection requiredImport via CSV. No broker login or brokerage credentials needed.
OptionsEdge
TradesViz
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. The TradesViz free Basic plan supports stocks; the Pro and Platinum plans add options.
OptionsEdge
TradesViz
Limited
Stocks only
Unified position view across multiple accountsThe OptionsEdge positions list shows all your accounts together or one at a time.
OptionsEdge
TradesViz
Greeks tracking per positionOptionsEdge shows portfolio Greeks totals on the Pro plan, not Greeks per position.
OptionsEdge
TradesViz
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
Pricing
How the costs compare
Free$0
Core$39/mo
Pro$79/mo
TradesViz
Pro$19.99/mo
Free$0
Platinum$29.99/mo
Annual billing is $14.99 per month on Pro and $22.49 per month on Platinum.
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.
