For mentored students and experienced traders
Options Trader’s Assistant (OTA)
A web-based platform that automates the routine work of setting up, executing, and managing options trades. Designed for traders who run recurring strategies week after week, OTA reduces manual entry, minimizes setup errors, and keeps your plans documented and actionable in one place.
Works on any device — desktop, tablet, or smartphone. No installation required.
You review every trade, apply your own judgment, and submit orders yourself. OTA handles the setup work so you can focus on the decisions.
Trade planning & automation
Build plans, execute faster, repeat with confidence
OTA automates the repetitive calculations involved in setting up a trade. Strike prices and expiration dates are calculated automatically from your trading plan templates — including adjustments. For traders placing similar trades each week, this significantly reduces setup time and the risk of manual entry errors.
Plan templates
Strikes and expirations calculated automatically from your template — adjustments included
Repeat trade efficiency
Recurring weekly setups completed in a fraction of the manual time
Fewer manual errors
Automated calculations replace error-prone spreadsheet entry
Plan documentation
Keeps your plan on record so you can follow and review it
Order management
Open, adjust, and close trades from one screen
Place orders to open, adjust, and close trades without leaving the platform. View P&L graphs for any individual trade or all trades on one screen, monitor positions across accounts, and act when alerts fire — all within a single connected workflow.
Order placement
Open, adjust, and close from within OTA
P&L graph view
Analyze individual trades visually before and after adjustments
Automatic alerts
Alerts set automatically; notified when action is required
Position monitoring
Track all open trades across accounts in real time
Broker connectivity
Direct broker connections
OTA connects live to your brokerage accounts, eliminating manual sync. Supported brokers include Schwab, TastyTrade, and Tradier. For unsupported brokers, trades can be entered manually via the Commit button. Multiple accounts are visible together on a single dashboard.
Live data sync
Positions update in real time from connected accounts
Unified dashboard
All accounts visible in one view
Paper trading
Full feature set with no real capital at risk
P&L accuracy
True P&L — including closed legs
Most platforms display only open-position P&L. OTA tracks the complete picture: total net P&L across every adjustment, closed leg history, commissions (estimates calculated automatically), and profit targets and stops set at entry and tracked continuously. This is especially relevant for multi-leg strategies, where legs close at different points in the trade lifecycle.
Total net P&L
Aggregated across every adjustment
Closed leg tracking
No leg is lost from the record
Profit targets & stops
Set at entry, tracked continuously
Commissions
Built in automatically
Modeling
Fast, live trade modeling
Model trades and adjustments instantly. Greeks, P&L, and the T+0 line update in real time as you build. Compare adjustment options side by side before placing any order — no guessing, no committing until you’ve seen the impact.
Model before you move
See the full impact of any adjustment before placing it
Side-by-side comparison
Compare adjustment options directly
Live Greeks feedback
Updates as you model, not after
Price and Profit™
See price chart and P&L graph side-by-side
Reporting & journal
Deep reporting and a built-in trading journal
Filter your trade history by date, strategy, account, or tag. View results as a list, bar chart, or equity curve. Export to CSV or JSON for external analysis. Snapshots can be taken at any adjustment point for later review. A built-in journal keeps your observations and trade notes alongside the data.
Flexible filtering
Date, strategy, account, tag
Equity curve
Visual performance over time
CSV / JSON export
Full data portability
Built-in journal
Trade notes alongside your position data
Sharing codes
Sharing codes — instant trade replication
Every trade and plan generates a unique sharing code. Instructors can publish full plans for students to load with a single paste. Trades can also be duplicated across multiple accounts instantly.
Plan sharing codes
Publish full trade plans for others to load
Trade sharing codes
Each trade has a unique code — load a copy with one paste
Multi-account replication
Duplicate trades across accounts instantly
Platform comparison