ThetaQuill ingests your trade history from every broker you use, then surfaces the analytics that actually change how you trade.
Stocks and options in one timeline. Filter by ticker, strategy, account, date — sort by P/L. Every fill, every roll, every assignment.
Wheel-strategy ready: cash-secured puts, covered calls, assignments, rolls. Greeks-aware. Premium tracking. No more shoehorning options into a stock journal.
Taxable, Roth IRA, Traditional IRA, 401(k), HSA — track them all separately or roll up across accounts. Tax-advantaged accounts auto-excluded from capital-gains calcs.
One-click import from Schwab, Fidelity, IBKR, Webull, E*TRADE. Multi-leg pairing, FIFO matching, dedupe across re-imports. Fractional-share precision.
Win rate, profit factor, avg win/loss, R:R, max drawdown — the full KPI suite. See which strategies make money and which leak it.
Watch your trading capital compound over time. Peak-tracking shows how far below your high-water mark you are right now.
CSP, CC, long calls, long puts — which strategies are your moneymakers? Sortable by win rate, avg P/L, total return.
Some traders crush Mondays and bleed Fridays. Find out which days are working for you and which to skip.
Heatmap view of every trading day. Green for profit days, red for losses, with monthly totals and best/worst day call-outs.
Linear-regression projection of your account value 30/60/90 days out. Honest math, no fortune-telling — based on your actual trading data.
Tickers, notes, account names, and personal data are encrypted with AES-equivalent crypto before they touch the database. Stolen backups are inert.
Server-side encryption keys can be rotated on demand. New keys re-encrypt old data without downtime.
Your data is yours. CSV export of every trade, every account, every adjustment — no lock-in.
We don't sell your trading data to data brokers, hedge funds, or anyone. You pay us; that's the business model.
One button in Settings wipes every trade, account, and adjustment associated with your user. No retention, no copies.
Capital gains netted with $3k loss cap and carryover. W2 income, federal & state brackets baked in. Export-ready for your CPA.
Free forever for the first 50 trades a month. No credit card.
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