See beyond positions.
Visualize your options portfolio risk by account, currency, underlying, and expiration.
- Exclusively IBKR OptionsRealTime is engineered exclusively to work with the Interactive Brokers platform. It is a multi-account data visualization and risk analysis tool for options traders.
- Automatic After initial setup, OptionsRealTime downloads all positions and subscribes to market data automatically for all accounts. No manual imports are required.
- Safe by Design OptionsRealTime is an analytical tool. It monitors positions and market data but will never place, modify, or cancel orders.
- Privacy All processing happens on your machine. OptionsRealTime LLC does not collect, track, or share any of your data.
- Excel Greeks and other portfolio metrics update in your spreadsheets. All table data is accessible via simple formulas.
- Web App The web app is a browser-based risk platform that runs on your own network. It provides multi-account exposure charts, vol scenario modeling, expiry analysis, PnL tracking, quotes, reports, and data tables, with full theme control and saveable views. You can open as many views as you like on as many monitors and machines as you have.
- Embedded Spreadsheet Engine A full spreadsheet is built into the web app, with access to all of your portfolio data. It uses the same formulas as the Excel add-in.
- Streams and Dashboard Any value in any table can be recorded as a time series. A recorded stream becomes a quote in the bar above every page, a sparkline, and a line or bar chart on the Dashboard. Streams are persistent and are published to every browser.
- OptionSmart OptionSmart builds a prompt to submit to any AI. It includes Greeks from both IBKR and OptionsRealTime's own pricing models, for any set of accounts. It separates risk at the account, underlying, and position level, and adds vol shock and price scenario matrices. It defines each field, so the AI reads the numbers correctly. Account numbers and personal information are stripped before the prompt is generated, and you decide what to submit and when.
- Multi-Account Risk metrics, charts and reports are calculated for any combination of accounts and positions. Hedge one account with another. Run what-if volatility scenarios on any set of positions.
- Aggregation Greeks, PnL, and exposure are aggregated over positions, underlyings, and expirations. Additionally, tags can be added to positions for custom grouped reports.
- Position Filtering Charts, reports, tables, and OptionSmart can analyze a subset of positions from any account. Select positions by account, underlying, security type, side, or expiry. Add or remove individual positions to build a specific basket. Selections can be saved and retrieved.
- Multi-Currency Positions are handled in their native currency throughout reports, charts, and vol scenarios. Account base currency values (Net Liquidation, Daily PnL, theta, vega, etc.) are also provided.
- Underlying Price and Volatility Scenarios Scenario modeling shows how your portfolio responds to shifts in price and implied volatility, today or at a future date.
- Analytics Option Greeks and valuations are computed with QuantLib, a widely used open-source toolkit for quantitative finance, together with IBKR and our own custom models.
- Flexible Deployment The web app and Excel run on any machine on your local network, each with their own views.
- Performance Under the hood, OptionsRealTime runs on multi-threaded C++, NATS messaging, and FlatBuffers serialization for fast multi-process and network data transfer. In other words, it was built for speed from the start.
- License Simple pricing, with no limits on accounts, charts, reports, machines or browsers.