Model it, trade it, review it —
every options trade, start to finish.

The Workshop

Model any trade or adjustment against live market data, before you place it.

• Interactive P/L curve — the expiration payoff plus the “today” curve, with breakevens marked
• Draft vs. Real: edit a live trade’s legs and watch the drafted curve appear beside the real one
• Built-in live option chain — click a strike to add it as a leg, with bid/ask, IV and Greeks
• Forward projection with a vol-adjust dial to stress-test the position
• Position Greeks and an estimated Reg-T margin figure, all on one screen

Time Travel

Scrub back through a trade’s life and see exactly what it looked like at any moment.

• A time slider rebuilds the P/L curve, realized P/L and Greeks as of any point in the trade’s history
• Undo: replay the trade as if you had not made an adjustment or close — “what would it have done if I held?”
• Continuous recording while a trade is open, straight from Schwab’s live stream
• Historical backfill of up to about two years for trades you opened before joining
• Real observed prices — quiet stretches are filled forward and clearly labelled, never interpolated

The Journal

Your fills are grouped into real trades automatically — adjustments included.

• Multi-leg trades tracked as one unit: realized P/L (FIFO lot matching), unrealized P/L, aggregate Greeks
• Rolls and adjustments land on the trade they belong to, not scattered across positions
• Strategy tags, groups and notes — plus merge, split and rename when the automatic guess is wrong
• A filterable trade log with CSV export, and import from an OptionNET Explorer detail report
• A live open-trades dashboard that can pop out into its own window

Orders

Turn a drafted trade into a real order — without retyping it.

• Commit a draft straight to Schwab, with a confirmation dialog before it sends
• Smart Close: set a target as a % of margin and OptionFlow works out the closing price that hits it
• Place, cancel and replace from the Workshop or the trade page
• Every filled order is logged to the right trade automatically — because OptionFlow placed it
• “Copy as ToS order” produces the familiar one-line thinkorswim order text

Order posting is off by default. You switch it on in settings, and every order needs its own confirmation.

Reports & Goals

Know your numbers: performance, consistency and progress against a plan.

• Equity curve and P/L by day, week, month and year
• Profit factor, max drawdown, win/loss ratio, time in market — split by strategy or group
• Compounding goal plans: OptionFlow draws the planned equity line beside the actual one
• Ahead of, on or behind plan — for every period, every day