WingmanTracker

WingmanTracker is a sophisticated, automated options tracker and trading journal built for traders who are tired of the complexities and inaccuracies of manual spreadsheets. It serves as your co-pilot in the trading world, handling the intricate details of trade tracking so you can focus on making informed decisions. By automatically importing and organizing your trading data, WingmanTracker provides a clear, real-time view of your portfolio's performance, profitability, and risk exposure across multiple accounts and strategies.

The platform is designed to solve common frustrations for options traders, such as tracking rolls, calculating the true cost basis after adjustments, and identifying which strategies are actually working. It eliminates hours of manual data entry and the potential for human error, offering a streamlined and efficient workflow.

How to use WingmanTracker

Getting started with WingmanTracker is a simple, three-step process designed to be quick and effortless:

1. Export Data from Your Broker: Log in to your brokerage platform (supports Charles Schwab, Fidelity, tastyworks, E*TRADE, Interactive Brokers, TD Ameritrade, etc.) and export your transaction history as a CSV file.
2. Upload to WingmanTracker: Drag and drop or upload the CSV file into the WingmanTracker dashboard. The platform processes the data in seconds.
3. Analyze Your Performance: Instantly view your trades, which are automatically grouped into positions and strategies. Explore detailed reports, analyze your profit and loss, and gain insights from comprehensive metrics. If you miss a few days, simply export the CSV from where you left off and upload it; the system seamlessly updates your records.

Core Features of WingmanTracker

• Smart Position Tracking: Automatically groups related trades by underlying symbol, intelligently manages rolls and adjustments, and accurately tracks complex strategies like covered calls, iron condors, and the wheel strategy.
• Fast & Easy Trade Imports: Supports CSV imports from all major US brokerages, making it easy to keep your trading journal up-to-date with minimal effort.
• Detailed Trade & Portfolio Analysis: Provides key performance metrics across all your accounts. Use custom tags to filter and analyze performance by strategy, setup, or any other criteria. Automatically calculates win rates, average P/L per day, total P/L, and fees.
• Advanced P/L and Cost Basis Modes: Toggle between P/L Mode to see your total, open, and realized profit/loss marked to market, and Cost Basis Mode to view your cumulative cost basis, which includes all commissions, fees, and dividends.
• Profit & Loss Target Alerts: Set custom profit or loss targets for any position and receive instant notifications when they are reached, helping you execute your trading plan without constant monitoring.
• Integrated Trading Journal: A built-in note-taking feature allows you to document your rationale, strategy, and observations for each trade, facilitating post-trade review and learning.
• Options Analytics Tools: Includes a built-in profit calculator, risk profile visualizations, and access to historical data on premiums and volatility to aid in pre-trade analysis.

Use Cases for WingmanTracker

WingmanTracker is ideal for various types of options traders:

• Active Traders: Manage high volumes of trades across multiple brokerage accounts and strategies with a single, unified dashboard.
• Strategy-Focused Investors: Analyze the performance of specific strategies (e.g., covered calls, cash-secured puts, iron condors) to understand what works best for their portfolio.
• Part-Time Traders: Save significant time on administrative tasks, allowing more focus on research and strategy development.
• Data-Driven Analysts: Dive deep into performance metrics to identify strengths and weaknesses, optimize position sizing, and refine risk management rules.

Advantages of WingmanTracker

The primary advantage of WingmanTracker is its ability to automate the most tedious aspects of options trading. It saves countless hours compared to manual spreadsheets, reduces costly errors, and provides insights that are difficult to derive manually. The platform's intelligent handling of rolls and adjustments ensures that your performance metrics, like cost basis and P/L, are always accurate. This allows traders to have true confidence in their data and make better-informed decisions to improve their profitability.

Pricing and Plans

WingmanTracker offers a straightforward and all-inclusive plan:

• Premium Plan: $49 per month. An annual subscription is available, offering a savings of $100 compared to the monthly rate.
• 30-Day Free Trial: All new users can try the full-featured Premium plan for 30 days, risk-free.
• Features Included: The plan includes unlimited trade imports, unlimited trading accounts, automatic strategy grouping, detailed reports and filters, profit/loss target alerts, and position notes.