Now in beta

Are you actually
beating SPY?

Options Copilot tracks every strategy, benchmarks your real return against SPY, and gives you live AI support to hone your approach — right down to the exact strike, right when it matters.

Get Early Access See How It Works
Your Return vs SPY
+8.4% vs SPY
You+14.2%
SPY+5.8%
30D90DYTD
Works with every major platform
Charles SchwabE*TRADEFidelityTD AmeritradeRobinhoodWebullTastytradeInteractive BrokersAlpacaQuestradeTradeStationMoomooPublicFirstradeWealthsimple Charles SchwabE*TRADEFidelityTD AmeritradeRobinhoodWebullTastytradeInteractive BrokersAlpacaQuestradeTradeStationMoomooPublicFirstradeWealthsimple

Auto-detects every strategy

Cash-Secured PutCovered CallPMCCPMCPCall SpreadPut SpreadLong CallLong PutRoll DetectionWheel CycleDiagonal Cash-Secured PutCovered CallPMCCPMCPCall SpreadPut SpreadLong CallLong PutRoll DetectionWheel CycleDiagonal
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Your full portfolio in one view

Real-time strategy classification, performance tracking, and live AI Copilot — all connected to your broker.

optionscopilot.ai/app
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AI Agents

Strategy agents.
Trained on real trades.

Your AI Agents are your Copilots. Each one is built from thousands of real trades, knows your strategy inside-out, and gives you live support — right down to the exact strike, right when you need it. Use ours, tailor them, or define your own.

◎
CSP Agent
Recommends optimal strikes and DTEs for cash-secured puts based on your capital, target ROC, and current IV conditions. Flags assignment risk before it bites.
Strike · DTE · IV rank · ROC target
Free
◐
Covered Call Agent
Monitors your equity positions and suggests covered call strikes that maximize premium without capping your upside prematurely. Roll timing included.
Delta · Cost basis · Cap risk
Free
⊞
PMCC Agent
Manages your poor man's covered call — tracks LEAP vs short leg ratio, net basis, and roll opportunities. Tells you when to roll up, roll out, or close.
DTE ratio · Net basis · Roll yield
Pro
⟳
Wheel Agent
Tracks your full Wheel cycle per ticker — cash mode to shares mode and back. Knows your assignment history, total premium collected, and net cost basis.
Net premium · Cycle count · Basis
Pro
⊘
Spreads Agent
Analyzes your vertical spread positions for max profit probability, breakeven, and exit timing. Handles call spreads, put spreads, and diagonals.
Max profit · Breakeven · P50
Pro
✦
Your Agent
Define your own strategy playbook. Set your delta targets, DTE ranges, roll rules, and risk limits. Options Copilot flags every deviation and learns your style over time.
Custom rules · Drift alerts · Evolution
Pro
Features

Everything you need.
Nothing you don't.

Connect your broker once. Options Copilot handles the rest — no manual trade entry, no CSV uploads, no maintenance.

◎
TWR vs SPY Benchmark
Time-weighted return calculated against SPY total return (including dividends). The one number that tells you if your effort is worth it.
Free
⟳
Roll Detection
Automatically pairs your BUY_TO_CLOSE + SELL_TO_OPEN trades into single roll events with net credit/debit. No more confusing double entries.
Free
⊕
Live AI Support
Ask your copilot anything in real time. "Should I roll this ALAB put?" or "What strike gives me 2% weekly on MU?" — grounded in your actual positions.
Pro
⚐
Wash Sale Alerts
Warns you before you trigger a wash sale. Tracks 30-day windows across all positions, including options-to-equity interactions.
Pro
◈
Daily Copilot Brief
Morning briefing: macro risks, your expiring positions, roll candidates. Personalized to your actual book — not generic market news.
Pro
◇
Tax Loss Harvesting
Identifies losing positions worth realizing to offset gains. "Your SOFI calls are down 82% — closing offsets $X of GOOGL gains."
Pro
How It Works

Three steps. Thirty seconds.

No API keys to manage, no CSVs to upload, no trades to enter manually. Connect and go.

Connect your broker
Link your brokerage through our secure, non-custodial connection. We read your positions — we can't touch your money. Your credentials go directly to your broker, never to us.
Schwab · E*TRADE · Fidelity · 20+ more
We detect everything
Options Copilot automatically classifies your strategies, detects rolls, tracks wheel cycles, and builds your personal agent profiles from your actual trade history.
CSP → Roll → CC → Expire → Repeat
Your copilot goes live
Real-time return vs SPY. Live AI support on every trade decision. Exact strike suggestions grounded in your strategy, your history, and current market conditions.
You: +14.2% · SPY: +5.8% · Δ: +8.4%
🔒
Non-custodial. Always.

We never hold your money, place trades, or access your login credentials. Your broker maintains full custody. If Options Copilot disappeared tomorrow, your money wouldn't move an inch.

Get early access

We're onboarding our first traders now. Join the beta and help shape what Options Copilot becomes.

Free during beta. No credit card required.