One plan, $9.99/month

What’s included

• Position visualizer — payoff curves at expiration and at any projected date, with breakevens, max risk, max profit and probability of profit.
• Visual strategy builder — click strikes on the live chain to stage each leg; the draft order builds itself.
• Roll tracking — cost basis carries forward and rolling P&L reflects the whole ongoing strategy, not just the latest leg.
• Performance analytics — rolling P&L history, win rate, profit factor and per-strategy attribution.
• Trade journal — tag positions, attach notes, and keep the full decision history behind every closed trade.
• Direct order submission — orders are checked for leg consistency, buying power and fees, then routed straight to Schwab.

How the trial works

Create a free account and explore the platform with simulated data first — no card required. Creating an account does not start your trial. Connect a Charles Schwab brokerage account whenever you’re ready, and that’s when your 14-day live trial begins. If you keep it after the trial, it’s $9.99/month, and you can cancel anytime.

What it requires

Nothing to explore the simulated demo. A Charles Schwab brokerage account is only required to start the live trial — Optionsmith connects to Schwab’s trading API to read your positions and route orders through Schwab’s own OAuth flow. Optionsmith is not a broker and never sees your Schwab password or holds your funds.