Features
Everything you need to run an options income portfolio — for free.
Scan momentum, screen covered calls, backtest a strategy, and sync your real brokerage positions in seconds. No trials, no paywalls, and no ads. Sign in only when you want server-side features like Plaid sync.
Guest vs. Signed in
Everything works without an account. But you gain a lot by signing in.
OptionFlow Pro was built to be useful the moment you land, no gates. Signing in is optional and unlocks features that require a server component — specifically live brokerage sync.
Free & anonymous — no account
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Stock momentum screener
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Preset sweep across watchlists
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IV Leaderboard
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Smart Screener (best covered call per symbol)
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Deep covered-call chain screener
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Backtest engine (single & 126-combo optimizer)
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Wealth Snapshot 0–100 score
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Portfolio + Wheel + Calendar in localStorage
Data stays in the current browser
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Broker file import (Excel / CSV / PDF)
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Sync brokerage positions automatically
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Claude AI portfolio insights
Requires an account
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Access your portfolio from another device
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Password reset by email
Signed in — free too
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Everything from the guest experience
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Sign in with password, magic link, or one-time code
Cross-device sign-in supported
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Connect Fidelity, Empower, Schwab, and more via Plaid
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Auto-sync open positions and 90 days of history
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Read-only access — the app can never trade
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Access tokens encrypted at rest (AES-256-GCM)
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Password reset by email
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Same portfolio on phone, tablet, and desktop
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Live prices overlaid on synced options and stocks
ITM options auto-flagged
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Claude AI portfolio insights (Opus)
100,000 tokens/week, free
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One-click disconnect revokes and deletes data
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Same free feature set
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No ads, no trials, no upsells
Brokerage sync
Stop copy-pasting statements. Connect your broker.
We use Plaid — the same connectivity provider used by Robinhood, Venmo, and hundreds of banking apps — to pull your open positions, cost basis, and 90 days of transaction history. You log in to your broker inside Plaid's secure popup, we never see credentials.
STEP 1
Sign in
Create an account in 30 seconds. Email + password, or a magic link if you don't want a password.
STEP 2
Click Connect
Head to Portfolio, click Connect Brokerage. Plaid Link opens as a modal.
STEP 3
Authenticate
Log in to your broker inside Plaid's popup. Uses your broker's official OAuth flow.
STEP 4
Positions appear
Auto-sync fires within seconds. Options, stocks, cost basis, and 90 days of transactions.
🔒 Read-only
Plaid's Investments product only reads data. This platform physically cannot place trades, transfer money, or modify orders. Ever.
🔐 Encrypted at rest
Access tokens are AES-256-GCM encrypted before they touch the database. Even in a full DB breach, the tokens are useless without the encryption key.
🔌 Disconnect anytime
One click revokes access at Plaid and cascade-deletes every synced row from our database. Nothing lingers.
Signed-in exclusive
Claude reads your whole portfolio and tells you what it sees.
Once your positions are synced or imported, Claude (Anthropic's Opus model) analyzes your holdings and full transaction history — not just a snapshot. It surfaces how much your covered-call premium has lowered each stock's effective cost basis, flags positions that need attention, and suggests concrete roll and Wheel ideas grounded in your own data.
This feature needs an account — the analysis runs server-side against your synced portfolio, so it isn't available to guests.
📝 Tier 1 — Summary
A plain-English read on your overall state, the basis reduction you've achieved from selling calls, and one actionable observation.
🔬 Tier 2 — Deep analysis
Structured breakdown: per-symbol basis stories, top risks with evidence, opportunities, Wheel candidates, and positions to review now.
🎟️ 100,000 tokens / week
Free, with a generous weekly token budget shown right in the panel. Unchanged portfolios return cached results at zero cost.
Everything else
Every tool in one place
Options traders juggle a lot of tools. OptionFlow Pro puts screening, analysis, backtesting, and portfolio tracking under a single URL.
Stock Screener
Momentum score, RSI, SMA signals, and BuyScore for any ticker. Run it single or across a preset watchlist.
Smart Screener
The best covered-call strike per symbol per strategy (conservative / balanced / aggressive).
Covered Calls Chain
Every expiry, every strike — with premium, delta, cushion, annualized yield, and a Grade A-D score.
IV Leaderboard
Ranked by 30-day implied volatility. High IV = richer premiums. One click to jump to covered calls.
Market Heatmap
TradingView-powered sector view. See what's hot at a glance without leaving the app.
Portfolio Tracker
Log positions manually or import from Excel/CSV/PDF. Track open premium, at-risk, and monthly income.
Wheel Tracker
Full CSP → Assignment → CC → Called Away cycle tracking with true cost basis after all premium.
Income Calendar
Monthly view of expiring positions, color-coded by risk. Weekly income bar chart.
Wealth Snapshot
A single 0–100 score summarising income yield, position health, diversification, and expiry spread.
Backtest Engine
Test covered-call strategies against 12 months of history. 126-combo optimizer sorts by risk-adjusted alpha.
Claude AI Insights
Signed-in only. Opus analyzes your synced portfolio and history for basis reduction, risks, and roll ideas.
Watchlist
Save symbols for quick access. Launch Scan, Covered Calls, or IV Leaderboard pre-loaded with your list.
Feature Guide
Plain-English explanation of every score, metric, and strategy on the platform. Written for traders.
Ready to see your portfolio in one place?
30 seconds to sign up. No credit card. No trial period. No surprises.