The Problem
Challenges options traders face with their finances
- Most brokerage apps keep your options and stock holdings in completely separate views
- When an option gets assigned or exercised, it changes the cost basis of the underlying shares — and most trackers miss that
- Rolling options creates multiple legs that all need proper cost basis treatment. It gets messy fast
- Seeing your total P&L on covered calls and cash-secured puts across multiple accounts? Good luck doing that manually
- Tax reporting on options is complicated — short-term vs. long-term depends on how the position closed
How Clarity Helps
Specific solutions for options traders
Problem: Siloed options and stock views
Clarity syncs your complete portfolio — stocks, options, ETFs — from every brokerage into one dashboard. No more switching between apps.
Problem: Assignment cost basis errors
The FIFO cost basis engine properly adjusts stock cost basis when options are assigned or exercised. Your tax numbers stay accurate.
Problem: Cross-account P&L tracking
Realized and unrealized P&L across all positions and accounts, consolidated in one view.
Problem: Complex tax reporting
Tax reports that properly categorize options gains by holding period and closure method — whether that's a sale, assignment, or expiration.
Key Features
Unified Portfolio View
Stocks, options, and ETFs from all your brokerages in one dashboard with real-time pricing.
Cost Basis Tracking
Proper FIFO cost basis with adjustments for assignments, exercises, and rolls.
P&L Analytics
Realized and unrealized P&L across positions and accounts. Filter by strategy or time period.
Tax Report Export
Schedule D and 8949 reports with correct categorization of options transactions.
Real-World Use Cases
See covered call positions across Schwab and Fidelity alongside your stock portfolio in one view
Verify cost basis on shares you got through put assignments across multiple accounts
Generate year-end tax reports that cover options sales, assignments, and expirations
Monitor total portfolio exposure including options notional value alongside equity positions
Best entry points in Clarity
Start with the surfaces that best match this use case, then connect them back to your actual accounts, holdings, and planning decisions.
Best-fit workflows
Start with these tools
“I sell covered calls and cash-secured puts across two brokerages. Clarity handles assignment cost basis correctly and shows my full portfolio together. Nothing else I tried could do both.”
Daniel K.
Options income trader
Frequently Asked Questions
Does Clarity track options positions?
Yes. Your complete portfolio syncs from connected brokerages, including options. They show up alongside your stock and ETF holdings.
How does Clarity handle option assignments?
When an option is assigned or exercised, Clarity adjusts the cost basis of the underlying shares. The premium you received or paid gets factored into the share cost basis.
Can I see P&L on covered call strategies?
Yes. Realized gains from expired and closed options show up alongside your stock P&L, so you get the full picture of how your income strategy is performing.
Does Clarity support complex options strategies?
Clarity tracks individual options positions as synced from your brokerage. Multi-leg strategies show up as their component positions.