Options Copilot Cockpit — portfolio overview, live indicators, AI chat

Your AI Copilot
for options trading

Connect your brokerage and automatically track wheel strategies, covered calls, cash-secured puts, PMCCs, and spreads. Get AI guidance on rolls, assignments, and portfolio performance.

Connect Brokerage See How It Works
The Diagnostic

Most options traders
can't answer these questions

If you trade options, see how many of these sting.

Am I actually beating SPY?
Not just collecting premium. Generating real returns net of cash flows, benchmarked against the broad market.
What should I roll today?
Know which positions deserve action and which should be left alone — before expiration decisions become urgent.
Which strategies make me money?
See performance broken out by wheel, covered calls, PMCCs, spreads, and custom strategies — not lumped into one P&L.
Where is my risk?
Assignments, earnings exposure, concentration, and expiration risks surfaced automatically — before they bite.

Options Copilot answers all of these automatically.

The Solution

One dashboard.
Every position.
Clear next actions.

Instead of digging through broker screens and spreadsheets, Options Copilot continuously analyzes your portfolio and surfaces what matters.

Act Now
Positions requiring immediate attention
Short calls breached by the underlying. Expiring contracts that need a decision. Roll candidates with closing windows you don't want to miss.
Watch
Trades approaching decision points
Approaching strikes. Earnings inside the expiration window. Wheels rotating between cash and shares. Not urgent yet — but on the radar.
On Track
Positions performing as expected
Profit targets in motion. Theta decaying in your favor. Underlyings holding above your strike. No action needed — but tracked daily so you know.
Options Copilot Hangar — positions sorted by urgency with AI guidance panel
Works with every major platform
Charles SchwabE*TRADEFidelityTD AmeritradeRobinhoodWebullTastytradeInteractive BrokersAlpacaQuestradeTradeStationMoomooPublicFirstradeWealthsimple Charles SchwabE*TRADEFidelityTD AmeritradeRobinhoodWebullTastytradeInteractive BrokersAlpacaQuestradeTradeStationMoomooPublicFirstradeWealthsimple

Win in every strategy

Cash-Secured PutCovered CallPMCCPMCPVertical CallVertical PutLong CallLong PutRoll DetectionWheel CycleDiagonal Cash-Secured PutCovered CallPMCCPMCPVertical CallVertical PutLong CallLong PutRoll DetectionWheel CycleDiagonal
Radar · Ideas

Trade ideas that match your book.

Five AI-curated ideas a day, OCC-resolved with real strikes, deltas, and IV — picked to fit the strategies you already trade. Plus upcoming earnings, macro events, and news scoped to your tickers.

Options Copilot Radar — five curated ideas with OCC contracts, Markets sidebar with upcoming earnings, macro events, and news
Logbook · Performance

How your strategies actually paid off.

Your portfolio plotted against SPY, total value allocation by ticker, and lifetime profit per ticker. View by activity or by strategy to see what is working.

Options Copilot Performance — portfolio vs SPY, total value by ticker, lifetime profit per ticker
By the numbers

Built on real options books.

No backtests. No simulations. Every classifier, playbook, and metric was tuned against real options books — wheel cycles closed, PMCCs assigned, verticals expired worthless.

~8,000
Trades analyzed
13
Strategies tracked
20+
Brokerages supported
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What it does for you

Four outcomes.
Every position. Every day.

Concrete results, not feature lists. Connect your broker once — Options Copilot does the rest.

⟳
Know exactly when to roll
Your copilot identifies roll candidates, estimates outcomes, and explains the tradeoffs before expiration decisions become urgent. No more "should I or shouldn't I" Friday afternoon panic.
◎
Automatically understand your portfolio
Every trade classified automatically. Every roll paired automatically. Every wheel tracked automatically. No spreadsheets, no manual tagging, no portfolio cleanup.
◈
Measure what actually works
Track performance broken out by strategy. Benchmark your real return against SPY. See where your edge actually lives — and where it doesn't.
⚐
Catch risk before it matters
Assignment risk, earnings exposure, concentration, and expiring positions surfaced automatically — before they become problems. Wash-sale windows tracked across every leg.
Trust + Security
🔒

Non-custodial. Always.

We see your positions and trade history. We cannot move your money, place trades, or change a single setting in your account. Your broker maintains full custody — if Options Copilot disappeared tomorrow, your money wouldn't move an inch.

Read-only access
Copilot can view positions and transactions — nothing more. No trade execution, no fund transfers, no account changes. Ever.
Your credentials stay yours
You log in at your broker, not on our site. Connection runs through SnapTrade, the same institutional aggregator used by major fintechs. Your password never touches our servers.
Disconnect anytime
One click in Settings revokes access immediately. You stay in control. 20+ brokerages supported, including Schwab, E*TRADE, Fidelity, and Robinhood.
Pick your style

Choose your Copilot.

Every trader thinks differently. Select the personality and communication style that matches how you trade — or train one from your own history.

GOOSE Conservative
Wide of the strike. Slow money is good money.
|Δ| 0.12 – 0.22
Stays well clear of the line. Low delta means high probability of profit and minimal assignment surprise. Holds further-dated expirations, exits early, takes the win.
ICEMAN Balanced
Disciplined. Data-driven. The default for most.
|Δ| 0.22 – 0.35
The textbook wheel-trader. Moderate delta, 21–45 DTE, exits at sensible profit targets, cuts the bleeders. Where most traders should start.
VIPER Aggressive
Closer to the money. More premium. More heat.
|Δ| 0.35 – 0.50
Trades inside the bell. Higher premium per contract, more frequent assignment risk, tighter management. For traders who want yield, not naps.
MAVERICK All-In
Close to the strike. Short DTE. Ride the gamma.
|Δ| 0.45 – 0.65
Maximum premium, minimum runway. 7–21 DTE near the money. High intensity — accepts assignment as a feature, not a bug. Not for the faint-of-heart.
BYOC Build Your Own
Trained on your actual trade history.
|Δ| Learned from you
Mirrors how you trade — every entry, every roll, every close. Or pick Counter mode to push back on your bias. Your Copilot, learned, not chosen.

Trade with a copilot
that understands options.

Stop managing spreadsheets, guessing on rolls, and wondering whether your strategy is working. Connect your brokerage and let Options Copilot monitor every position.

Connect Brokerage
Free to start. No credit card required.
Common questions

FAQ

Still have questions? Drop us a line on the contact page.

Which brokerages are supported?
Charles Schwab, E*TRADE, Fidelity, TD Ameritrade, Robinhood, Webull, Tastytrade, Interactive Brokers, Alpaca, Questrade, TradeStation, Moomoo, Public, Firstrade, Wealthsimple, and others — 20+ brokerages via the SnapTrade integration.
Does Options Copilot execute trades?
Not today — Options Copilot is analysis only. You stay in charge of every order, placed through your broker as usual. Assisted execution (one-click roll suggestions sent to your broker for confirmation) is on the roadmap.
Is my brokerage data secure?
Yes — non-custodial, read-only, and we never see your credentials. Broker authentication runs through SnapTrade, which handles the OAuth flow with each broker directly. Your login details never touch our servers. Position and activity data is stored in DynamoDB with AWS-managed encryption at rest, served only over HTTPS, and never sold or shared with anyone.
Can I track multiple accounts?
Yes. Connect as many accounts as you have — across multiple brokerages. Per-account filtering, per-account performance, and a combined-portfolio view are all built in.
Which strategies are supported?
Cash-Secured Puts, Covered Calls, PMCCs, PMCPs, Vertical Call & Put Spreads, Long Calls, Long Puts, Diagonals, Wheel Cycles, plus equity-only positions. The strategy classifier runs on your raw activity history — no manual tagging.
How does the AI generate recommendations?
The AI sees your real positions, your activity history, the current chain, and a per-strategy playbook with explicit rules. Recommendations cite which rule fired and why — no black-box "trust me, it's an AI." You can ask follow-ups in chat to get strikes, dates, and tradeoffs grounded in your actual book.