Areyougoodatthis,orhasthemarketbeengoodtoyou?
Sell options for income, hold for years, or trade in and out. Basis pulls in every trade from your broker and shows how each strategy is really doing. In the demo, click any number to see the trades behind it.
Group your positions the way you think about them.
We call each group a Book: income, long-term, swing, whatever you run. Each one gets its own results, and you can compare them side by side.
Move a position to another Book and its history moves with it. Add as many Books as you like.
Growth did better, by 5.1 points over Income, measured over the same dates with deposits taken out, so the comparison is fair.
See the Greeks you opened each trade with.
When you open a trade on a connected account, Basis saves its delta, IV and the VIX that day, and again when you close it. Trades from a file upload, or from before you connected, won’t have them, so every table tells you how many trades it covers.
Everything you’ve done with one stock, on one page.
Shares you hold, options you sold on it, dividends, what you’ve made, and your own notes. Money you’ve locked in and open positions are kept separate.
$131.90 · +$1.84 (+1.41%) today · 52-week $86.60 – $138.20 · stored quote
Also on every company page: your thesis — why you own it, what would change your mind, and when to check back.
See what the shares you sold would be worth if you’d held on.
Every sale is compared with just keeping the shares. If you used the money to buy something else, Basis links the two so you can see whether the swap paid off.
Assign custom categories to each company and see your book your way.
Put each stock in a category you make up. See where your money sits by category or by strategy, and which names are the biggest.
By category
Largest underlyings
| Underlying | Net value | % of net value |
|---|---|---|
| NVDASemiconductors · shares, cash-secured put | $37.18K | |
| VTIBroad index · shares | $29.06K | |
| TSMSemiconductors · shares, covered call | $24.64K | |
| COSTConsumer · shares, covered call | $22.31K | |
| LLYHealthcare · shares | $19.82K |
| Condition | VIX | My target |
|---|---|---|
| Calm | below 15 | 30–40% cash |
| Normaltoday | 15–20 | 25–30% cash |
| Elevated | 20–30 | 15–25% cash |
| Fear | 30+ | 0–15% cash |
Starts with four conditions. Rename them or set your own levels.
Every result opens into the trades that made it.
Your result is how much your account grew, not counting money you added or took out. It always adds up to the trades and dividends behind it, and anything we’re unsure of is flagged.
+8.5% on opening value plus contributions · 63 resolved records: 53 gains, 10 losses
| Date | Account | Record | Amount |
|---|---|---|---|
| 2026-10-17 | Schwab ···1234 | COST · Covered call · expired | +$388 |
| 2026-10-15 | Fidelity ···5521 | SCHD · Distribution | +$215 |
| 2026-10-10 | Schwab ···1234 | NVDA · Cash-secured put · closed | +$262 |
| 2026-10-03 | Schwab ···1234 | JPM · Cash-secured put · expired | +$171 |
| 2026-09-26 | Fidelity ···8830 | PLTR · Swing · sold | +$1,240 |
| 2026-09-19 | Schwab ···1234 | UNH · Cash-secured put · assigned assumed · unconfirmed | −$1,860 |
| 2026-09-19 | Schwab ···1234 | XOM · Covered call · closed | +$196 |
| 2026-09-12 | Fidelity ···5521 | VTI · Distribution | +$318 |
| 2026-09-05 | Schwab ···1234 | CRWD · Cash-secured put · closed | −$842 |
| 2026-08-29 | Schwab ···1234 | TSM · Covered call · expired | +$274 |
| 2026-08-22 | Fidelity ···8830 | SOFI · Swing · sold | −$416 |
| 2026-08-15 | Schwab ···1234 | LLY · Cash-secured put · expired | +$455 |
| 2026-08-08 | Schwab ···1234 | AMD · Covered call · closed assumed · unconfirmed | +$142 |
| 2026-08-01 | Fidelity ···5521 | QQQ · Distribution | +$96 |
A sample, drawn still. In the demo, click any number to open the records behind it.
No. It shows you what happened, and never tells you what to do.
Here’s what we promise. How each number is made ›
- No trade ideas.Basis tracks the rules you set. It never tells you what to buy or sell.
- No made-up numbers.If we don't know something, you'll see a dash and the reason why. Never a guess.
- No hiding bad trades.Your history comes straight from your broker and can't be edited, so the trades you'd rather forget stay in.
- Closed and open stay separate.Money you've locked in and gains still on paper are different things, so we never add them together.
- Deposits aren't gains.Money you add is taken out before we show your results.
- Every stat shows how many trades it's based on.A 90% win rate on 3 trades isn't the same as on 300, so the count is always there.
- Breaking your own rule still counts, even if it paid.If a trade broke one of your rules, Basis says so, whatever it made.
I built it for my own trading first, and I still use it every day.
The numbers on this page are examples. The demo is the real app in read-only mode, on a generated sample trader: about $220K across three accounts, 18 months of history created by a script, refreshed weekly. No real account. No sign-up needed.
| How data gets in | What it covers | Status |
|---|---|---|
| Auto-sync | Connect your broker, read-only, through SnapTrade. Works with Fidelity today. We never see your broker password. | Live |
| CSV import | Upload Fidelity’s full history export. No connection needed, but no Greeks and no live prices. | Live |
| Other brokers | More are coming. We only list a broker once we’ve tested it on real statements. | Next |
Know the true basis of your returns.
Sign up to connect your broker or upload a file. Or try the demo first, no sign-up needed.