Challenges options traders face with their finances
Specific solutions for options traders
Problem: Siloed options and stock views
Clarity syncs your complete portfolio — stocks, options, ETFs — from every brokerage into one unified dashboard.
Problem: Assignment cost basis errors
FIFO cost basis engine properly adjusts stock cost basis when options are assigned or exercised, maintaining tax accuracy.
Problem: Cross-account P&L tracking
See realized and unrealized P&L across all positions and accounts in one consolidated view.
Problem: Complex tax reporting
Generate tax reports that properly categorize options gains by holding period and closure method (sale, assignment, expiration).
Stocks, options, and ETFs from all brokerages in one dashboard with real-time pricing.
Proper FIFO cost basis with adjustment for assignments, exercises, and rolls.
Realized and unrealized P&L across positions and accounts. Filter by strategy or time period.
Schedule D and 8949 reports with correct categorization of options transactions.
Track covered call positions across Schwab and Fidelity in one view alongside stock portfolio
Verify cost basis on shares acquired through put assignments across multiple accounts
Generate year-end tax reports covering options sales, assignments, and expirations
Monitor total portfolio exposure including options notional value alongside equity positions
“I sell covered calls and cash-secured puts across two brokerages. Clarity is the only tracker that handles assignment cost basis correctly and shows my full portfolio together.”
Daniel K.
Options income trader
Yes. Clarity syncs your complete portfolio including options positions from connected brokerages. Positions are displayed alongside your stock and ETF holdings.
When an option is assigned or exercised, Clarity adjusts the cost basis of the underlying shares accordingly — the premium received or paid is factored into the share cost basis.
Yes. Clarity shows realized gains from expired and closed options alongside your stock P&L, giving you a complete picture of income strategy performance.
Clarity tracks individual options positions as synced from your brokerage. Multi-leg strategies are visible as their component positions. Dedicated strategy analytics are on the roadmap.