Find answers to common questions about using RollCalls
RollCalls is a portfolio insights platform for options and equities. Connect your brokerage, import trades automatically, and track performance with powerful analytics.
Anyone who wants to track their portfolio performance. RollCalls supports both active traders and long-term investors. Whether you trade options, stocks, or both, you can track and analyze your performance.
Track your options positions, P&L, portfolio allocation, expiration dates, assignments, and performance metrics. Get insights into your trading patterns and results.
Sign up with Google, connect your brokerage via Plaid for automatic import, or manually enter your trades. Set up your portfolio size and start tracking your performance.
No. All trades are executed manually in your own brokerage account. RollCalls provides tracking and analytics tools only. You maintain full control of your trading decisions and executions.
Connect your brokerage via Plaid for automatic import, or manually enter trades. Your dashboard tracks P&L, monitors expirations, and provides insights on your options portfolio.
RollCalls supports most trading strategies for equities and options. Track stocks, ETFs, calls, puts, spreads, and multi-leg positions with detailed P&L analytics.
Execute the closing trade in your brokerage, then record it in RollCalls. The system calculates your realized P&L and updates your performance metrics automatically.
No. Content is for educational purposes only. You are responsible for your own investment decisions. See our Risk Disclaimer for important details.
We store account details, trade alerts, and your self-reported executions to power your dashboard. See our Privacy Policy for details.
Yes. We use Plaid for secure, read-only access to import your trades. We cannot execute trades or move funds. You can disconnect at any time from your account settings.
RollCalls offers two plans: $20/month or $200/year. Both include portfolio tracking, position sizing, performance analytics, and brokerage sync via Plaid. Cancel anytime.
You can cancel anytime from your account settings. Your access continues until the end of your billing period. No cancellation fees or hidden charges.
Contact support at hello@rollcalls.app to request account deletion. We'll process your request according to our privacy policy.
Yes. You can create multiple portfolios to track different strategies or account sizes. Each portfolio tracks its own trades and performance independently.
You receive in-app and email notifications for expiring positions, assignments, and important portfolio updates. Configure your preferences in account settings.
Track what percentage of your portfolio is allocated to each position. The system calculates exposure based on strike prices and your total portfolio size.
Yes. Export your complete trade history as CSV files for record-keeping, tax preparation, or analysis in external tools like Excel or Google Sheets.
Yes. We support both equity and options trading, including complex strategies. The platform handles calls, puts, spreads, and multi-leg positions.
Our support team is here to help you get the most out of RollCalls