Question 1

Is my portfolio data private?

Accepted Answer

Yes. By default, all your data is stored locally in your browser using localStorage. Nothing is sent to any server unless you explicitly sign in to enable cloud sync. We never collect brokerage credentials or transmit portfolio contents.

Question 2

Which brokers are supported?

Accepted Answer

You can import positions directly from Schwab, Robinhood, Fidelity, ThinkorSwim (TD Ameritrade), Tastytrade, and Interactive Brokers (IBKR) using their CSV exports. You can also add positions manually or use the screenshot import feature.

Question 3

What is the wheel strategy?

Accepted Answer

The wheel strategy involves selling cash-secured puts on a stock you want to own, and if assigned, selling covered calls on those shares. Options Tracker helps you monitor both sides of the wheel — tracking premiums collected, P&L, and close signals across all your positions.

Question 4

How do I get started?

Accepted Answer

Click 'Go to Dashboard' and use the Import button to upload a broker CSV or JSON file, paste a screenshot, or add a position manually. No account is required — you can start tracking immediately.

Question 5

Are stock prices real-time?

Accepted Answer

Stock and option prices are delayed by approximately 15 minutes, sourced from Yahoo Finance. Auto-refresh runs during market hours to keep your dashboard up to date. You can also refresh manually at any time.

Question 6

Can I sync my data across devices?

Accepted Answer

Yes. You can optionally sign in with email to enable cloud sync powered by Supabase. Your data is encrypted and synced securely across devices. You can also export and import JSON backups manually at any time.

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