robots.txt
# Optioneer crawler controls
# Public marketing, feature, comparison, learning, and help pages are crawlable.
# Account, authenticated application, checkout, administration, and API paths are not.
# Last updated: 2026-09-27
User-agent: *
Allow: /
Disallow: /admin/
Disallow: /api/
Disallow: /auth/
Disallow: /dashboard
Disallow: /discovery
Disallow: /email/
Disallow: /feedback
Disallow: /portfolio
Disallow: /reset-password
Disallow: /scenario-lab
Disallow: /screener
Disallow: /settings
Disallow: /signin
Disallow: /signup
Disallow: /trade-history
Disallow: /trial-activation
Disallow: /upgrade-required
Disallow: /your-edge
# OpenAI search discovery is allowed on the same public pages.
User-agent: OAI-SearchBot
Allow: /
Disallow: /admin/
Disallow: /api/
Disallow: /auth/
Disallow: /dashboard
Disallow: /discovery
Disallow: /email/
Disallow: /feedback
Disallow: /portfolio
Disallow: /reset-password
Disallow: /scenario-lab
Disallow: /screener
Disallow: /settings
Disallow: /signin
Disallow: /signup
Disallow: /trade-history
Disallow: /trial-activation
Disallow: /upgrade-required
Disallow: /your-edge
# Preserve the existing policy that permits GPTBot on public content.
# Training access is treated separately from OAI-SearchBot.
User-agent: GPTBot
Allow: /
Disallow: /admin/
Disallow: /api/
Disallow: /auth/
Disallow: /dashboard
Disallow: /discovery
Disallow: /email/
Disallow: /feedback
Disallow: /portfolio
Disallow: /reset-password
Disallow: /scenario-lab
Disallow: /screener
Disallow: /settings
Disallow: /signin
Disallow: /signup
Disallow: /trade-history
Disallow: /trial-activation
Disallow: /upgrade-required
Disallow: /your-edge
Sitemap: https://optioneer.io/sitemap.xml
llms.txt
# Optioneer
> Optioneer is an options portfolio tracker for retail traders. It connects portfolio tracking, P&L and Greeks analysis, opportunity discovery, hypothetical portfolio testing, and position management. Optioneer is not a brokerage and does not provide automated trade execution or investment advice.
Canonical site: https://optioneer.io/
## Core Product
- [Feature overview](https://optioneer.io/features): The Track, Understand, Find, Test, Manage workflow.
- [Options portfolio analytics](https://optioneer.io/features/options-portfolio-analytics): Stocks, single options, multi-leg and custom strategies, P&L, activity, and portfolio Greeks where data is available.
- [Broker Sync](https://optioneer.io/broker-sync): Read-only synchronization for supported brokerages. Available only with active paid Premium, not during the trial. Interactive Brokers is currently the only Optioneer-tested connection.
- [Wheel Tracker](https://optioneer.io/features/wheel-tracker): Connected cash-secured put, assignment, shares, covered-call, and exit lifecycle tracking.
- [Options Discovery](https://optioneer.io/features/options-discovery): Strategy scans using a default universe of more than 2,500 stocks, with coverage depending on scan and data availability, plus practical filters and up to 50 custom Saved Screens for Premium members.
- [Scenario Lab](https://optioneer.io/features/scenario-lab): Test a hypothetical stock or options trade against the actual portfolio selected by the user. Scenarios never change real positions.
- [Roll Assistant](https://optioneer.io/features/roll-assistant): Compare eligible rolls using current option-chain data. Candidates are filtered and sorted but are not scored or recommended.
- [Your Edge](https://optioneer.io/features/your-edge): Realized results grouped by strategy and underlying from the user's recorded portfolio history.
- [Options Calculator](https://optioneer.io/tools/options-profit-calculator): Public options payoff calculator.
## Platforms
- Web: https://optioneer.io/
- iOS: https://apps.apple.com/us/app/optioneer-options-tracker/id6795943666
- Android: https://play.google.com/store/apps/details?id=com.optioneer.app
## Pricing
- [Canonical pricing page](https://optioneer.io/pricing)
- Web Premium is $19 per month or $150 per year.
- The web Premium trial lasts 7 days, requires payment details, and costs $0 when it begins. The selected subscription starts after the trial unless canceled.
- Broker Sync is excluded from the trial and requires active paid Premium.
- Native store pricing and trial eligibility are displayed by Apple or Google and may be localized.
## Comparisons
- [Comparison hub](https://optioneer.io/compare): Choose by portfolio tracking, screening, modeling, journaling, or market research.
- [Optioneer vs. OptionStrat](https://optioneer.io/compare/optioneer-vs-optionstrat): Portfolio scenarios compared with strategy visualization, saved-trade tracking, optimization, and options flow.
- [Optioneer vs. WingmanTracker](https://optioneer.io/compare/optioneer-vs-wingmantracker): Potential replacement-contract comparison distinguished from automated completed-roll grouping and journaling.
- [Optioneer vs. Option Samurai](https://optioneer.io/compare/optioneer-vs-option-samurai): Selected-portfolio scenarios compared with specialist scanning, journaling, live monitoring, and broker handoff.
- [Optioneer vs. TradesViz](https://optioneer.io/compare/optioneer-vs-tradesviz): Focused portfolio decisions compared with multi-asset journaling and the Options Command Center.
- [Optioneer vs. Unusual Whales](https://optioneer.io/compare/optioneer-vs-unusual-whales): Personal portfolio management compared with live options flow and market research; the tools can be used together.
- [Optioneer vs. Excel](https://optioneer.io/compare/excel): A maintained options portfolio workflow compared with a flexible spreadsheet model the trader designs and validates.
- [Optioneer vs. OptionNet Explorer](https://optioneer.io/compare/optionnet-explorer): Current web-and-mobile portfolio management compared with Windows strategy design, historical backtesting, and broker-connected monitoring.
Important competitor claims link to official product and pricing sources on each page. Snapshot dates record when the source-linked comparison content was introduced; confirm current capabilities and prices with the official sources.
## Documentation and Help
- [FAQ](https://optioneer.io/faq)
- [Learning Hub](https://optioneer.io/learn)
- [CSV import guides](https://optioneer.io/csv-import): Verified broker report formats, export instructions, portfolio selection, preview and saved-result checks, and safe troubleshooting. CSV support is separate from Broker Sync.
- [IBKR CSV import guide](https://optioneer.io/csv-import/ibkr): Open Positions Activity Flex Query in CSV format. A current positions snapshot does not reconstruct complete trade history.
- [Fidelity CSV import guide](https://optioneer.io/csv-import/fidelity): Portfolio Positions CSV for one account. Entry dates are import-date placeholders, and cash and completed trade history are not reconstructed.
- [Roll Assistant guide](https://optioneer.io/learning/roll-assistant): Learn what changes in a roll, compare time and estimated cash flow, and understand why a credit is not automatically profit.
- [Scenario Lab guide](https://optioneer.io/learning/scenario-lab): Learn to test a hypothetical trade against a selected portfolio, read before/after estimates, and save or revisit the analysis.
- [Strategy guides](https://optioneer.io/strategies)
- [Broker Sync guide](https://optioneer.io/broker-sync)
- [Interactive Brokers Sync guide](https://optioneer.io/broker-sync/ibkr)
- [Security](https://optioneer.io/security)
- [Contact](https://optioneer.io/contact)
## Important Product Facts
- Optioneer focuses on US-listed stocks and options. Instrument and market-data coverage can vary.
- Users can add portfolio data manually, import supported CSV files, or use eligible read-only Broker Sync.
- Optioneer supports 20 predefined strategy types plus custom strategies.
- Scenario Lab is hypothetical. Roll Assistant is comparative. Neither submits an order.
- Eligible single-leg Scenario Lab trades can produce manual IBKR instructions or a BasketTrader CSV. The user must review and transmit the order in TWS.
- Optioneer does not claim guaranteed returns, automated investment advice, broker execution, ratings, awards, or a particular user count.
