CoveredLoop.comCoveredLoop.com gives active traders a clear, professional view of portfolio performance. Equities, Options, ETFs, Covered Calls, Credit Spreads, a full metrics suite, exportable reports, and bulk trade import/export. Below is the real experience you can explore free on sample and manual portfolios.
Experience a walkthrough of the signed-in experience with the dashboard, holdings, strategies, metrics, reports, research, import/export, and multi-account controls.
Dashboard, holdings, covered calls & wheel, credit spreads (including iron structures), trade history, metrics, reports, research, multi-account, bulk import/export, and settings — in about 90 seconds.
See total equity, cash, market value, and total P&L at a glance. Switch chart ranges from intraday through full history and watch returns, realized and unrealized gain or loss, and covered-call premiums stay in sync with the same window.
Scan stocks, ETFs, and options in one holdings table with day dollar and percent change, cost basis, market value, and unrealized P&L. Covered-call and credit-spread structures stay grouped so multi-leg positions are easy to read.
Group every call (and wheel put) under its underlying. Instantly see stock-related gain or loss, total net premiums collected—including closed puts that still count—premium return on the stock, net investment after premiums, and live day marks on open legs.
Bull put, bear call, iron condor, and iron butterfly in one workspace. Each structure shows credit, max risk, max reward, return on capital, duration, realized and unrealized P&L, and leg-level marks so you can evaluate risk at a glance.
Open and closed trades with sort and filter headers, strategy grouping, realized and unrealized P&L, dates, and per-trade notes. Add a note with one click, export when you need a paper trail, and keep context next to every position.
Win percentage, win/loss ratio, Kelly Criterion, profit factor, expectancy, SQN, Sharpe, Calmar, Omega, Ulcer Performance Index, recovery factor, tail ratio, and more—recalculated for the accounts you select on sample, manual, or live data.
Build client-ready packages filtered by date range, open or closed status, accounts, symbols, and trade types. Export polished PDF, Word, or Excel with charts and tables—download instantly or email the file to yourself.
Screen stocks and options with typical filters, scan economic and earnings calendars, follow a markets news feed, and run what-if analysis on equity, single options, covered calls, wheel/CSP, and credit spreads—then one-click add the trade to your Sample or Manual portfolio.
Select one or many accounts and every total, chart, metric, and strategy view updates together. Work free on sample data or a manual book you build yourself; unlock live Tradier when you are ready for real brokerage sync.
Move trade data in and out without retyping. Export raw trades from sample, manual, and/or live portfolios as Excel or CSV—filter by date range, accounts, symbols, open or closed status, and trade type (stock, ETF, covered call, credit spreads, and more). Import bulk trades into your manual portfolio with a downloadable template: validate the file, review a preflight quota check, then load equities, options, covered calls, wheels, and multi-leg credit structures (including iron condors and butterflies) in one pass.
Theme, data mode (sample, manual, or live), Tradier link status, email report cadence, bulk trade import and export, account security, and close-account controls live in one place—so day-to-day preferences and serious account actions stay clear and intentional.
CoveredLoop.com is built for traders who want clear analytics on their portfolio with exportable reports that show whether the edge is real without the noise.