Wingman allows users to import transactions from their brokerage platform with a few clicks, and it can handle rolls and adjustments. It provides post-trade analysis, offering key summary metrics across all accounts and bucketed reports by strategy, underlying, or custom tags. It also provides metrics to manage open positions, including cost basis mode and P/L mode. The tool is compatible with TD Ameritrade and thinkorswim, and offers a risk-free 30-day trial.
Key takeaways:
- Wingman is an automated options trade tracking tool that eliminates the need for custom spreadsheets or manual data entry.
- It can import transactions from your brokerage platform, handle rolls and adjustments, and provide post-trade analysis.
- Wingman provides key summary metrics across all accounts and bucketed reports by strategy, underlying, or custom tags.
- It offers two modes: Cost Basis Mode for viewing position's original trade price, cumulative cost basis, and realized P/L; and P/L Mode for viewing total p/l, open p/l, and realized p/l.