The operating system for systematic premium sellers.
Auto-sync trades from 18 brokerages. Auto-classify every strategy. Track your Greeks, discipline, and P&L in one place.
Everything You Need to Trade Systematically
ThetaGrind automatically syncs trades from 18 brokerages, auto-classifies 40 options strategies — from covered calls and credit spreads to iron condors, iron butterflies, backspreads, and ratio spreads — and tracks portfolio-level Greeks including delta, theta, gamma, and vega. Built for systematic premium sellers who want to measure trading discipline against custom trade plans.
18 Brokerage Sync
Connect your broker. Trades flow in automatically.
Multi-Leg Strategy Grouping
Iron condors, strangles, verticals — grouped correctly without manual cleanup.
Custom Trade Plans by Strategy
Define your rules before entry. Max allocation, target premium, exit criteria.
Portfolio Greeks
Portfolio-level delta, theta, gamma, vega. Real-time, not end-of-day.
Roll & Wheel Tracking
Every roll, every assignment, every new put — one continuous thread.
Performance KPIs
Win rate, avg P/L, ROC, premium captured vs. available. The metrics that matter.
Trade Journal & Tagging
Tag by strategy, ticker, thesis. Build a searchable history of every decision.
Discipline Tracking
Did you follow your plan? Track adherence, not just outcomes.
Income Forecasting
Project expected premium income across expiration cycles based on your trading history.
Weekly Digests
A weekly performance summary delivered to your inbox. No logging in required.
Plan the trade
Rules you wrote.
Guardrails we track.
Define your playbook once — max DTE, target POP, delta bands, position sizing, correlation caps. Every new trade gets scored against your plan before you click submit.
- ✓ Per-strategy trade plans
- ✓ Portfolio-level risk limits
- ✓ Real-time plan adherence scoring
Trade Plans
Per-strategy exit rules
Standard CSP
Cash-Secured Put
Iron Condor
Iron Condor
Roll Chain
Closes stitched into the next open
Cash-Secured Put · Exp 5/16 · 4 trades in chain
⫷ Trades in this chain
Net credit build
Each roll adds to the running total
Follow the chain
Every roll, every wheel leg, linked automatically.
We stitch closes into opens to form roll chains and wheel cycles so you can see the full P/L from CSP assignment through covered calls and back to flat. No more guessing which trade funded which.
- ✓ Roll chain visualization
- ✓ Wheel cycle tracking
- ✓ Cost-basis carry-through
See what's working
Find the setup that pays. Cut the one that bleeds.
Slice your P&L by strategy, symbol, account, date range, or journal tag. The numbers stop lying when you can see them side-by-side.
- ✓ Cumulative P&L and monthly income split — options vs equity
- ✓ Win rate, Return on Risk, and Annualized Return per strategy
- ✓ Sharpe, Sortino, Max Drawdown, and a Discipline Grade per setup
Trades
Total P&L, options income, every angle
Income Sources
Journal
Apr 27, 2026 · One entry today
JPM earnings
Apr 27, 2026 · 09:13 PM
Took the credit and ran. JPM Short Call held the level even after the bank beat estimates.
Reading the chart now it looks obvious — the whole regional sector was already pricing it in. Lesson: when IV crush is the thesis, sit on hands through the print.
Learn from yourself
The journal that actually remembers why.
Tag trades with thesis, emotion, mistake type, and market regime. Six months later, filter by “Inflation thesis” and see which calls played out — and which didn't.
- ✓ Structured tags + freeform notes
- ✓ Link trades to journal entries
- ✓ Search and filter across your history
Saturday summary
Your week, in your inbox, every Saturday.
We send a full breakdown of the week that just was.
- ✓ NAV change for the week
- ✓ Closed trade summary
- ✓ Per-account breakdown
- ✓ Trade plan adherence score
- ✓ Strategy-level performance
Weekly digest
Saturday · Apr 27, 2026 · Delivered to your inbox
Weekly Performance Summary
Week of Apr 20 – Apr 26, 2026
Hi Robert,
Here’s how your portfolio performed this week.
NAV Change
Realized Trades
9 wins · 3 losses
By Strategy
| Strategy | Trades | Win Rate | P&L |
|---|---|---|---|
| Credit spreads | 4 | 100% | +$520+0.4% |
| Covered calls | 5 | 80% | +$420+0.3% |
| Iron condors | 3 | 67% | +$300+0.2% |
