Our Story

The Problem

Most tools treat options as an afterthought. Positions show up as line items in a table. As soon as a trader has more than a handful of positions, they need to understand the total picture, not just individual trades. Greeks may be available per position, but aggregating them across accounts, expirations, or underlyings means manual work. Getting that data into Excel in real-time is often impossible.

Our Solution

OptionsRealTime takes a different approach. Instead of viewing positions in isolation, the platform aggregates across accounts, expirations, and underlyings to show the portfolio as a whole. Select any combination of accounts and every view reconfigures around that selection. Both the browser-based web UI and Excel integration pull live streaming data from the same source.

Built for IBKR

The platform is engineered exclusively for the Interactive Brokers API, a streaming interface that IBKR provides for third-party platforms. It is not adapted for any other brokers or built as a generic solution. Once connected to Trader Workstation, the suite automatically discovers accounts and downloads positions. It subscribes to live market data for every position and underlying while calculating analytics using IBKR, QuantLib, and custom models. No manual imports are required.

Architecture

OptionsRealTime is a distributed data platform that synchronizes streaming data across processes. Because of this architecture, the UI and Excel are equal peers with access to all information. Multiple browser sessions can be opened on different monitors or machines, each focusing on any combination of accounts and visualizations. Likewise, Excel sheets or workbooks can display live metrics for all accounts simultaneously.

Analyze with Any AI

OptionSmart extends the platform beyond the browser and Excel. It packages your live analytics into a structured brief that's ready to analyze with Claude, ChatGPT, Gemini, or Grok. The brief includes live Greeks from both IBKR and OptionsRealTime's own pricing models, aggregated over your selected accounts, and breaks out risk at the account, underlying, and position level. It also includes vol shock and price scenario matrices for each underlying. Account numbers and personal information are stripped before the brief is generated. Nothing is sent to our servers; you decide when the brief leaves your machine. Once pasted, you can ask the AI any specific question about your portfolio.

Technology

The technology stack is built for performance. It uses NATS messaging for distributed real-time data flow, Angular for the web UI, ECharts for visualizations, AG Grid for data tables, and Google's FlatBuffers for serialization across both the C++ backend and browser client. The core platform is written in C++ and takes advantage of CPU threading for close-to-the-metal performance. Even the Excel integration uses C++ through xlOil's thin layer above the Microsoft XLL SDK.

Built for Trading

Every feature exists because it was needed for actual trading. The PnL charts, the volatility scenario analysis, the Excel integration, and the cross-account aggregation are not checkbox features for a marketing page. They are tools that get used every single trading day.

Customization

Traders are particular about their tools. Every component supports named, saveable views so you can switch context instantly. The metrics bar is fully configurable: choose from over 100 metrics, reorder them, and save as a named layout. Themes save your colors, fonts, and background styling. Tables, Reports, Quotes, and OptionSmart have additional font controls in their own toolbars.

Privacy and Safety

Your positions and trades never leave your machine. There are no cloud servers, no tracking, and no data collection. The platform is just a direct connection to Trader Workstation. OptionsRealTime is a read-only analytical tool. It will never place, modify, or cancel orders.

The goal is to succeed through technical merit. The pricing is simple and transparent. All traders get all features.

Thanks for reading.

Know the risk.
Make your trade.