Documentation
How do I connect my broker to OptionIncome?
Connect your brokerage account to automatically sync your option positions and track your trades in real-time. We use SnapTrade, a trusted cloud based account aggregator.
- Navigate to the Broker Connection panel in your dashboard
- Select your broker from the available options (Robinhood, Charles Schwab, Fidelity, E*Trade, or Tastytrade)
- Review the privacy consent dialog and click "Confirm & Connect"
- Follow the secure OAuth flow to authorize the connection
- If you have multiple accounts, select the account you want to track
Which option strategies are supported?
We automatically classify the following strategies from your live positions and history:
- Cash Secured Puts
- Covered Calls
- Call and Put Credit Spreads
- Call and Put Debit Spreads
- Long Calls and Long Puts
- Iron Condors and Short Strangles
If you trade something not listed here, let us know — we're expanding strategy coverage.
What metrics are shown in the Live Positions table?
OptionIncome displays 7 key metrics for each live option position, updated every 60 seconds. These metrics help you monitor performance, assess risk, and make informed trading decisions.
| Metric | Description | Example |
|---|---|---|
| Moneyness | Percentage distance from current stock price to strike price | 5% OTM, 3% ITM |
| Delta | Price sensitivity: option value change per $1 stock move | 0.25 (25% move) |
| PnL | Profit and loss in dollars and percentage | $250 (12.5%) |
| AROI | Annualized return on investment | 45% annualized |
| DTE | Days to expiration | 23 days |
| Contracts | Number of option contracts | 5 contracts |
| Initial Premium | Credit received when opening the position | $2,500 |
Need more information?
For questions about supported brokers, strategy types, sync frequency, data privacy, or account management, visit our FAQ for detailed answers.