How RollCalls Works

Simple, powerful options portfolio analysis. Track your trades, analyze performance, and optimize your strategy.

For Traders

Your journey to portfolio mastery

Connect Your Brokerage

Link your account via Plaid for automatic trade syncing

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Track Your Trades

All trades synced and organized with real-time P&L updates

Analyze Performance

Get detailed insights into win rates and position sizing

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Track Performance

Monitor positions, P&L, and get notified about closes and rolls

Platform Features

Everything you need to master your options portfolio

Post Trades

Share clear recommendations with entry, exit, and rationale

Real-time Updates

Get instant notifications for trade events

Performance Analytics

Track win rates, P&L, and portfolio metrics

Trade History

Complete audit trail with export capabilities

Frequently Asked Questions

Everything you need to know about RollCalls

What is RollCalls?

RollCalls is an options trading portfolio analysis platform. Track, analyze, and optimize your wheel strategy trades with real brokerage integrations.

How do I track trades?

Connect your brokerage via Plaid for automatic syncing, or import trades from CSV. RollCalls tracks all your positions and calculates P&L in real-time.

What data do you store?

We store account details, trade alerts, and your self-reported executions to power your dashboard. See our Privacy Policy.

What brokerages are supported?

We support Robinhood, Charles Schwab, Fidelity, and other major brokerages through Plaid integration.

Do you execute trades for me?

No. All trades are executed in your own brokerage account. RollCalls provides tracking and analysis tools only.

How do I import trades?

Connect your brokerage via Plaid for automatic syncing, or upload a CSV export from your broker.

Is this investment advice?

No. Content is for educational purposes only. You are responsible for your own investment decisions. See our Risk Disclaimer.

What trading strategies work best?

RollCalls is optimized for the wheel strategy, cash-secured puts, and covered calls. We handle all options transaction types.

Ready to get started?