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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The Financial Tech Wiz Trading Journal is an innovative trading tool powered by AI, designed to assist traders in monitoring and evaluating their performance through their own trade data across various markets including stocks, options, cryptocurrency, futures, and forex. Users can effectively monitor their initial net liquidity, daily portfolio values, and each individual trade to accurately assess their overall account performance. The platform features a variety of performance charts, comprehensive statistics, comparisons against benchmarks, and insights driven by AI that derive from actual trading activities. Additionally, there is a complimentary version of the Financial Tech Wiz journal available in Google Sheets, which allows users to import their trade and portfolio data in bulk into the application, enabling the unlocking of automation features and enhanced AI-driven analysis for a more streamlined trading experience. This powerful combination of tools and insights makes it easier for traders to refine their strategies and improve their decision-making processes.

Description

OptionLedger serves as a specialized trade journal and position tracker designed exclusively for options traders utilizing tastytrade. This platform is tailored for options from the beginning, accommodating equities, indexes, ETFs, and futures while comprehensively understanding complex strategies such as multi-leg configurations, rolls, adjustments, assignments, exercises, and expirations. It features automatic detection of various strategies including iron condors, butterflies, verticals, strangles, straddles, calendars, diagonals, covered calls, and cash-secured puts, allowing users to create and monitor outcomes based on their personalized tactics. One of its key functionalities is the roll chains, where rolls are identified and connected into a cohesive chain, effectively tracking cost basis and profit or loss throughout the entire campaign. Users can view open positions with real-time quotes, P&L, profit curves, break-even points, closure costs, realized profits, and a wealth of additional insights. The platform enables tracking of profits and losses categorized by strategy, underlying asset, or custom tags, while also allowing users to set profit goals, add annotations, and establish price alerts for timely adjustments. OptionLedger integrates seamlessly with tastytrade through its official API, ensuring efficient data flow without the ability to execute trades or transfer funds, thus eliminating the need for CSV imports or manual data entry. It ultimately provides options traders with a comprehensive toolkit to enhance their trading experience and improve their decision-making process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

tastytrade Yes 
Alpaca Yes 
Binance Yes 
Charles Schwab Yes 
Coinbase Yes 
E*TRADE Yes 
Fidelity Yes 
Interactive Brokers Yes 
Kraken Yes 
Questrade Yes 
Robinhood Yes 
TradeStation Yes 
Tradier Yes 
Trading 212 Yes 
Wealthsimple Yes 
Webull Yes 
thinkorswim Yes 

Integrations

tastytrade Yes 
Alpaca No 
Binance No 
Charles Schwab No 
Coinbase No 
E*TRADE No 
Fidelity No 
Interactive Brokers No 
Kraken No 
Questrade No 
Robinhood No 
TradeStation No 
Tradier No 
Trading 212 No 
Wealthsimple No 
Webull No 
thinkorswim No 

Pricing Details

$9.91 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free during beta
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Financial Tech Wiz

Founded

2022

Country

United States

Website

journal.financialtechwiz.com

Vendor Details

Company Name

OptionLedger

Founded

2026

Country

United States

Website

optionledger.app

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