Free Options Tracking Tool for Charles Schwab

Описание: If you’re trading options in a Schwab account and still trying to make sense of your results in a spreadsheet, this walkthrough shows you a faster way to break down your performance in minutes using a free options tracking tool.

You’ll learn exactly how to export your Schwab Transaction History as a CSV, upload it to https://tool.options4l.com, and instantly generate a full set of reports without creating an account or logging in. You’ll see how the platform pulls in your entire transaction history, tracks cash activity like deposits, withdrawals, dividends, and interest, and then uses a smart position algorithm to automatically group trades into 20+ common options strategies so your data actually makes sense.

From there, you’ll see how to review your dashboard metrics like total P&L, realized P&L, win rate, strategy performance, and recent trades, plus how to filter by time periods like week, month, year, or custom ranges to understand what’s working right now. You’ll also see how to click into individual positions to view entries, exits, credits, debits, days in trade, and the trade’s return, including how rolled positions are connected through roll chains so you don’t lose track after multiple adjustments.

You’ll also get a tour of open and closed position views, including collateral tracking for cash secured puts, multi-leg trade grouping, and the roll analysis report that helps you measure how effective your rolling has actually been over time. If you sell covered calls, you’ll see a free covered call report that breaks down income, win rate, assignment rate, and adjusted cost basis by symbol so you can understand how premium changes your stock position over time.

If you want to go deeper later, you’ll also hear what the paid tier adds, like live prices, real-time options Greeks, AI open-position analysis, alerts, backtesting with roll management, tagging and journaling, and the ability to save your trades across multiple accounts. But everything demonstrated in this video is available for free, and you can test it right now with your Schwab CSV.

Explore all the tools and training at https://www.options4l.com, including the advanced options tracking dashboard, the AI Chart Analyzer, the Options Checklist, and training programs built around options trading, risk management, and trade review.

Disclaimer: This video is for educational purposes only and is not financial advice. Options trading involves significant risk and is not suitable for every investor. Always do your own research and consider talking to a licensed financial professional before making any trading decisions.

#OptionsTrading #OptionsTracker #CharlesSchwab #RiskManagement #CoveredCalls #CashSecuredPuts

0:00 Introduction to Free Schwab Options Analysis Tool
0:14 How to Export Schwab Transaction Data
1:20 Uploading Data & Automatic Trade Grouping
2:48 Dashboard Overview & Portfolio Snapshot
4:26 Understanding Roll Chain History
5:58 Analyzing Open Positions
6:53 Reviewing Closed Positions
8:07 Roll Analysis Report
8:47 Stock Holdings & Cost Basis Tracking
9:25 Covered Call Performance Report
10:11 Tracking Assignments & Exercises
10:29 Free Features Summary & Data Privacy
10:56 Advanced Paid Features & Benefits

🔗 Helpful Links 🔗
Main Site: https://www.options4l.com/
Options Cheat Sheet: https://docs.google.com/spreadsheets/...
Options Tracking Tool: https://tool.options4l.com/
AI Chart Analysis Tool: https://chart.options4l.com/