Direct Broker Connection for automated, touchless sync so balances, holdings, and trades update without manual entry.
Track your stock, ETF, covered call, and credit spread trades in the same dashboard, with downloadable reports and optional email account notifications.
Metrics Suite : Win Percentage, Kelly, Profit Factor, Expectancy, Sharpe, Calmar, SQN, and more.
Research screener, options ideas, economic & earnings calendars, news, and what-if analysis you can add to Sample or Manual portfolios.
Multi-Account Support for Total View
Try the Full Platform Free with a realistic sample portfolio or start a manual account from scratch and enter your own trades.
CoveredLoop pulls live brokerage data through official partner integrations and also lets you run a full manual book when you want total control. More brokers will appear here as partnerships launch.
Tradier
Live brokerage · OAuth
Available
Tradier is a U.S. online brokerage built for active traders and developers, with competitive options and equities trading plus a mature market data and account API. CoveredLoop connects only through Tradier’s official third-party OAuth flow—we never store your brokerage password. After you unlock live access ($29/mo · $199/yr · $499 lifetime), link from Dashboard or Settings; tokens are encrypted at rest and multi-account selection is supported.
Official Tradier OAuth — no password sharing with CoveredLoop
Balances, holdings, day marks & trade history from your accounts
Multi-account totals when you hold more than one Tradier account
Not ready to link a brokerage—or want positions that aren’t on Tradier yet? Manual mode lets you create your own accounts and enter stocks, options, covered calls, wheels, and credit structures (including iron condors and butterflies) with a guided wizard. Entries are tagged Manual so they never mix up with synced brokerage data.
Create accounts and trades without connecting a broker
Same dashboards, metrics, reports, and strategy views
* Free tier: one manual account and five investments (upgrade for more accounts and investments)
Additional broker connections will be listed here as they become available. CoveredLoop is not a broker-dealer; trading remains with your chosen brokerage.
YouTube
Videos
Short strategy & product clips from the CoveredLoop channel.
Create an account and use every feature with our sample portfolio — or build a manual portfolio from scratch — at no cost*. Live Tradier access is available when you are ready: $29/mo · $199/yr · $499 lifetime.
* Sample portfolio access is free with no usage cap. Manual mode free tier includes one account and five investments; a paid plan ($29/mo · $199/yr · $499 lifetime) removes those manual limits and enables live Tradier linking.
Most people start here
Sample & manual
Free
Full use of CoveredLoop on a realistic sample portfolio or create your own manual accounts and trades. No payment required.
Stocks, Options, ETFs, holdings & equity curve
Covered call & wheel strategies
Credit spreads: bull put, bear call, iron condor & iron butterfly
