Options portfolio tracker

Options Portfolio Tracker Across All Your Trading Accounts

An options portfolio tracker brings every options position across your brokerage accounts into one view, showing open exposure, capital deployed and performance over time.

What a portfolio view should answer

  • How much capital is in open trades?
  • Which accounts and strategies perform best?
  • How are results trending by quarter and year?

Portfolio tracking in SwingLEAP

  • Multiple trading accounts
  • Dashboard of open trades and capital
  • Analytics by ticker, strategy and account
  • Quarterly and annual goal progress

SwingLEAP is a planning and record-keeping tool. It does not recommend trades, predict prices, or execute orders.

Related Academy guides

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