Built for Options & Equity Traders

Trade smarter. Track everything.

Portaexa Trader is a portfolio tracker built for stock and options traders — log every trade, import your history, and see performance the way you actually trade.

app.portaexa.com/dashboard
StrategyWheel (CSP → CC)Live · USD

Portfolio Value

$2,891,420.00

Realized P&L

+$441,420.00

Unrealized P&L

+$18,940.00

Cash Balance

$96,300.00

Open Positions

18

Closed Trades

214

Win Rate

68%

Premium Collected

$88,410

Built for how you actually trade

From your first cash-secured put to your two-hundredth wheel cycle.

01

Options sellers

Run the wheel — cash-secured puts into covered calls — with every assignment, roll, and premium collected tracked automatically.

02

Active equity & options traders

Log high volume without slowing down. Built for people who trade daily, not a handful of times a year.

03

Traders leaving spreadsheets behind

Import your history from Robinhood or Tastytrade and get real analytics from day one — no manual re-entry.

The Problem

A spreadsheet doesn't know what a covered call is.

Generic trackers log a row and call it done. They have no concept of an assignment, a roll, a wheel cycle, or a trade you imported from one broker and entered by hand for another — so the workarounds start, and the analytics never quite add up.

Portaexa Trader was built for the way options and equity traders actually work: import what you can, enter what you can't, and see it all in one place.

Track trades and positions
YesYes
Understand options strategies (CSP, CC, wheel)
NoBuilt-in
Import trade history from your broker
NoBuilt-in
See performance by ticker, strategy, and month
NoBuilt-in
Generate tax-ready exports
NoBuilt-in
Why Portaexa

The complete trading platform

One place for every trade

Manual entries, CSV imports, and multiple portfolios all live in the same dashboard — no more reconciling a spreadsheet against your brokerage app.

Built for options traders

Cash-secured puts, covered calls, assignments, and expirations are understood natively — not bolted on as a generic "trade" row.

Real performance analytics

Win rate, premium collected, and P&L broken down by ticker, strategy, and time period — not just a running total.

Product Tour

Every part of your trading day, in one place

app.portaexa.com/dashboard

Dashboard

Portfolio value, P&L, and activity — at a glance.

Recent Trades
NVDA+$4,120
AAPL+$1,860
SPY+$920
TSLA-$340

Win Rate

68%

Open Positions

18

Core Features

Everything a serious trader needs

01

Trade Management

Log options and equity trades with entry, exit, premium, and realized P&L tracked automatically.

02

Portfolio Analytics

Performance by ticker, strategy, and time period, with win rate and premium collected at a glance.

03

Wheel Strategy Support

Cash-secured puts and covered calls linked through assignment, so a full wheel cycle reads as one strategy, not disconnected trades.

04

CSV Import

Import your trade history from Robinhood or Tastytrade in minutes — no manual re-entry.

05

Trade Calendar

See expirations, assignments, and P&L laid out day by day, so nothing catches you off guard.

06

Tax-Ready Exports

Export realized gains and losses in a format built for tax season, not a raw data dump.

Trade Lifecycle

From entry to tax season, fully tracked

1

Log or Import a Trade

Enter a trade by hand or import your history from a supported broker — both land in the same record.

2

Position Tracked

Open positions, cost basis, and premium collected update automatically as trades are added.

3

Assignment & Expiration Handled

Cash-secured puts and covered calls carry through assignment and expiration without manual cleanup.

4

Realized P&L Calculated

Closed trades are matched and P&L is calculated the moment a position closes.

5

Performance Analytics Update

Win rate, premium collected, and performance by ticker and strategy update in real time.

6

Tax-Ready Export

Pull a clean export of realized gains and losses whenever you need it — not just at tax season.

Comparison

More than a trading journal

CapabilityTrading JournalPortaexa
Trade trackingYesYes
Portfolio analyticsYesYes
Multi-portfolio supportLimitedYes
Broker import (Robinhood, Tastytrade)NoYes
Options strategy tracking (CSP, CC, wheel)NoYes
Trade calendar viewNoYes
Tax-ready exportsNoYes
Automatic brokerage syncNoComing soon
Pricing

One offer, while the beta lasts

Limited to the first 50 customers

Founding Beta

$7.49/mo

or $74.25/year

Get full access to Portaexa Trader while helping shape the future of the platform.

Lock in 25% off for life as long as your subscription remains active.

60-day free trial
25% lifetime discount while subscribed
Limited to the first 50 users
Every Portaexa Trader feature included — no restrictions
Start Free Beta
FAQ

Questions traders ask

It starts there, but goes further. Portaexa tracks every trade the way a journal does, then adds real portfolio analytics, options-strategy tracking, and brokerage import on top.

Your trading deserves better than a spreadsheet.

Set up your first portfolio in minutes. Import your trade history and start tracking performance on Portaexa Trader today.