Capabilities
Built to manage positions with effortless precision
Most retail platforms stop at order entry. Optionsmith is designed around the part that comes after: adjusting, rolling, and knowing exactly where a position stands weeks into its life.
| No. | Capability | Detail |
|---|---|---|
| 01 | Position visualizer | Payoff curves at expiration and at any projected date, with breakevens, max risk, max profit and probability of profit computed live as you drag the projection slider. |
| 02 | Visual strategy builder | Calls and puts render side by side with live bid/ask. Click strikes to stage each leg and the draft order builds itself — no manual entry, no spreadsheet. |
| 03 | Roll tracking | Roll a short put out and down and Optionsmith keeps the lineage: cost basis carries forward, realized credit accumulates, and rolling P&L reflects the whole ongoing strategy. |
| 04 | Performance analytics | Rolling P&L history, win rate, profit factor and per-strategy attribution — so you can tell which parts of your book are actually paying for themselves. |
| 05 | Trade journal | Tag positions, attach notes and record the reasoning behind an adjustment. Every closed trade keeps its full decision history for review. |
| 06 | Direct order submission | Orders are checked before they leave the browser — leg consistency, buying power, fees — then routed straight to Schwab. Most visualization tools stop at the chart; Optionsmith sends the order too. |
See these in motion on the interface walkthrough, or check pricing — every plan includes all six.
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