13 screens / about 5 minutes / narrated by your browser
Screens captured live from the beta instance on 2026-08-04, signed in as a demo account. Every position shown is fictional seed data — no real book, no real money, nothing here is advice. Narration is spoken by your own browser; nothing is sent anywhere. Space plays and pauses, arrow keys step.
This is Trader, an options tracking app. It started as one person's tool for running their own book, and it's now open to a handful of friends. Over the next few minutes I'll walk you through what each screen does and why it's there. One thing to say up front: everything you're about to see is a demo book. The positions are invented, the money isn't real, and nothing here is advice.
You get in with an invite code. Pick a username and a password and you're through. The moment you sign up, your account is preloaded with a demo book — some shares, a covered call, a ratio spread, a calendar spread, and something expiring this week — so every page has something in it from the very first click. It's all labelled demo. Delete any of it whenever you'd rather look at your own positions.
Home is the page you open first, and it only tries to answer two questions: where do I stand, and what needs me today. Across the top: what the book is worth, what you've realized this month, how many campaigns are open, and how much is at risk. Underneath: your alerts, anything expiring inside a week, and your live campaigns. Each of those boxes fetches its own data. If one of them goes down it says so — it will never quietly show you a zero and let you think that's the answer.
Portfolio is the whole book. It folds up by account, then by sector, then by ticker, so you start at the total and open only what you care about. The column worth explaining is the day column. It measures against the last real trading session rather than the calendar, and it includes money you booked on positions you closed today. That means on a day you rolled something, the top line still reads honestly from yesterday to today instead of pretending the closed leg never existed.
Getting positions in is deliberately low effort. You can type what happened in plain English — bought three NVIDIA September two-twenty calls at six forty — or paste a positions table straight out of your broker, or just paste a screenshot. Claude reads it and shows you a preview with everything it thinks it found. Nothing is written to your book until you look at that preview and click apply.
The exit desk is for positions that are about to force a decision. For each one it shows the extrinsic value — what waiting actually pays you if the stock sits still. Shorts collect that, longs bleed it. It also shows what it would cost to close the whole group at mid right now. If one leg can't be priced, it tells you and leaves that group out of the total, rather than adding up a partial spread and calling it a price.
Exposure answers a harder question: what am I actually long? Ten tech tickers can quietly be one bet. This page converts every position into S-and-P-equivalent dollars, groups them by theme, and then shocks the whole book across a range of market moves. It reprices the options at each point rather than just scaling delta, so you can see where a position stops behaving in a straight line — which is usually where the surprises live.
Strategies P and L rebuilds your trades as campaigns. If you opened a position and rolled it three times, that's still one story, and this page tells it as one line: what you paid to get in, what the rolls cost or paid you, what you've booked so far, and what's still open and what it's worth. You can tag any group with a strategy name, and everything under that name gets its own section and subtotal.
The builder is where you design a structure on a live option chain. Add legs, drag the strikes along the axis, and it prices the whole thing across six different fill conventions — from the natural price all the way to mid — because on spreads like these a single mid price is a fiction you'll never get filled at. You get max loss, max profit, breakevens, and a grid of what the position is worth across price and time.
If you'd rather not place the legs by hand, there's an AI builder in the corner. Describe the structure you have in mind and it comes back with a proposal — and every leg it suggests gets snapped to a contract that actually exists on the chain before you see it. It never changes your build without you clicking apply.
The scenario lab takes any position and shocks it two ways at once. Down the side, the stock moves. Across the top, implied volatility moves. That second axis is the one that catches people out around earnings — the print goes the way you wanted and the position still loses money, because volatility collapsed the moment the news came out.
The journal is one line per strategy, pulling together everything the app knows about. The important column is the notes. The thesis you write down when you enter is what future-you grades the decision against, and that is genuinely the reason this page exists. The profit and loss numbers next to it are a convenience.
There's a help page inside the app covering every screen, and a question box in the corner of any page if you'd rather just ask it something. That's the tour. Sign in, poke at the demo book, try to break it, and tell Dan what confused you — that's the whole point of the beta.