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The Trade Insights Platform
for Options & Equity Traders

Stop guessing your performance. Track your P&L, monitor your risk, and master your portfolio with professional-grade metrics.

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Realized Gains
+$0
Unrealized Gains
+$0
Dividends
+$0
P/L %
+0%
Recent Positions
AAPL
AAPL
Short Put
$150
Jan 19
+$450
Active
TSLA
TSLA
Covered Call
$240
Feb 16
+$120
Active
AMD
AMD
Short Put
$95
Expired
+$85
Closed
A

AAPL

Apple Inc
Realized Gains
+$0
Unrealized Gains
+$0
Dividends
+$0
P&L Over Time
Cumulative realized gains
CumulativeMonthly
OctNovDecJan
Ticker Intelligence

Deep dive into every symbol.

RollCalls isn't just a ledger. It's an X-ray for your portfolio. Click into any ticker to see your realized and unrealized gains, dividend income, and a complete P&L history over time.

  • Realized Gains: Track your actual profit or loss from closed positions including premiums and assignments.
  • Unrealized Gains: See estimated P&L on open positions based on current market prices.
  • P&L Over Time: Visualize your cumulative or monthly gains with interactive charts.
Portfolio Health

See the metrics that matter.

Most brokerages hide your true performance behind confusing interfaces. We bring your most important metrics to the front. Understand your win rate, your capital efficiency, and your monthly income at a glance.

  • Clean Ticker Insights: See your exact P&L and premium history per ticker, organized clearly in one place.
  • Brokerage Sync: Connect via Plaid or upload CSV exports from any brokerage.
  • Monthly Returns: Track your income consistency month over month.
R
Robinhood
Synced 2m ago
S
Schwab
Synced 14m ago
E
E*Trade
Synced 1h ago
F
Fidelity
CSV uploaded 1d ago
CSV Import
Visual Analytics

Your performance, visualized.

Raw numbers are great, but trends tell the story. Our new visual analytics engine helps you spot P&L trends, allocation imbalances, and volatility exposure instantly.

AAPL Profit & Loss

Last 3 Months
+$4,250
+5.4%
$15k
$10k
$5k
$0
Oct 1Nov 1Dec 1Today

Growth Tracking

Visualize your account growth over various timeframes. See the impact of every trade decision compounding over time.

Allocation Breakdown

Ensure you are not overleveraged in a single position. Our donut charts break down your collateral usage by underlying symbol.

Risk Management

Know your exposure.

Never let a single position wreck your portfolio. Our distribution visualization helps you instantly see if you are overweight in any particular symbol so you can rebalance with confidence.

Visualize concentration risk
Track sector allocation
Rebalance with precision

Portfolio Distribution

Top 5 Positions

82%
Invested
AAPL
29%
TSLA
21%
NVDA
16%
AMD
10%
MSFT
6%
Unallocated
18%
RollCalls AI
Online
I want to sell a put on TSLA. What is a safe size?

Based on your $50k portfolio, risking >5% on a single position is aggressive.

Recommendation:

Start with 1 contract at the $210 strike.

Collateral: $2,100 (4.2% of Portfolio)
Safe Zone: ✅
Ask about your portfolio...
AI Trade Assistant
Coming Soon

Your 24/7 Analyst.

Trading is complex, but your decisions do not have to be. Our AI understands your specific portfolio context, risk tolerance, and historical performance to give you personalized answers instantly.

  • 1
    Instant position sizing math
  • 2
    Portfolio-aware risk checks
  • 3
    Strategy explanations on demand

Simple, Transparent Pricing

Start with our free trial. Upgrade to unlock automated brokerage syncing and advanced analytics.

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Monthly

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$20 / month
Automated Plaid Sync
Advanced Ticker Intelligence
Unlimited Portfolios
Priority Email Support
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Annual

Best value for serious traders

$200 / yearSAVE $40
Everything in Monthly
2 Months Free
Early access to new features
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Ready to upgrade your trading?

Join RollCalls today and start tracking.

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