TradIQ

TradIQ efficiently and automatically records my trades

It replaces manual trade tracking in Excel, automatically imports trades from IBKR, and gives me useful views: current exposure, option premium, ticker contribution, APR, portfolio position weight...

It is not a tax tool or a magic return calculator. It is a cleaner way to answer the questions I ask before opening another position.

Questions it answers

Useful before you add another position

The point is to answer trading questions without opening Excel, fixing formulas, or recalculating the same numbers again.

What is my contribution / P&L for this ticker?

Ticker detail combines stock realized P&L with option premium after fees for that symbol.

How is this ticker strategy performing over its full history?

Review cumulative and annualized strategy performance from the full ticker ledger.

What APR did this option trade or open contract produce?

See trade-level, contract-level, and average option entry APR where inputs are complete.

How much of my portfolio is in this position?

Use portfolio weight from manual portfolio value when set, otherwise supported capital at risk.

Which tickers carry the largest current capital at risk?

Scan current exposure using the same supported-capital model across portfolio views.

How much option premium after fees did I collect?

Separate option premium from realized stock P&L instead of hiding both in one vague number.

Which option contracts expire soon?

Review open contracts by expiration before adding more option risk.