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 the individual trades. Greeks may be available per position, but aggregating them by account, expiration, or underlying means manual work. Getting that data into Excel as it changes is often impossible.

Our Solution

OptionsRealTime, built specifically for the options trader, takes a different approach. Instead of viewing positions in isolation, the platform aggregates by account, expiration, and underlying to show the portfolio as a whole. Select any combination of accounts, or narrow to any subset of positions by underlying, security type, side, or expiry, and every view reconfigures around your selection. Selections can be saved and retrieved. Both the web app and Excel integration pull streaming data from the same source.

Built for IBKR

OptionsRealTime is engineered exclusively for Interactive Brokers. It is not adapted for another broker and it is not a generic solution. Once connected to the IBKR application, OptionsRealTime discovers your accounts and downloads positions. It subscribes to market data for every position and underlying, and calculates analytics using IBKR, QuantLib (a widely used open-source toolkit for quantitative finance), and custom models. No manual imports are required.

Architecture

OptionsRealTime sends data to multiple views from a single source. 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 metrics for all accounts simultaneously.

Excel

OptionsRealTime streams live values from your Interactive Brokers accounts into Excel. Every table in the platform is available: the position table, the underlying table, the portfolio table and the system table, for each account. A formula requires an account, a table, a contract and a field, and returns the value. The field can be any column in the table, such as PnL, delta, theta, vega, bid or ask. The value updates in the cell as the market moves. No export or import is needed. The Excel add-in reads from the same local data source as the web app, so both show the same numbers at the same moment. A demo workbook with sheets for accounts, underlyings, positions by account, positions by underlying, positions by expiry, vol scenarios and vol exposure ships with the download.

Analyze with Any AI

OptionSmart extends the platform beyond the browser and Excel. It builds a prompt to submit to any AI, and one click opens Claude, ChatGPT, Gemini or Grok. The prompt includes Greeks from both IBKR and OptionsRealTime's own pricing models, aggregated over your selected accounts, with risk separated at the account, underlying, and position level. It also includes vol shock and price scenario matrices for each underlying. It defines each field, so the AI reads the numbers correctly. Account numbers and personal information are stripped before the prompt is generated. Nothing is sent to our servers; you decide when the prompt leaves your machine. Once pasted, you can ask the AI any specific question about your portfolio.

Technology

OptionsRealTime was built for performance. For the technically curious, here is the stack: NATS messaging for distributed real-time data, Angular for the web app, ECharts for visualizations, AG Grid for data tables, Univer for the embedded spreadsheet, and Google's FlatBuffers for serialization in both the C++ backend and browser client. The core platform is written in C++ and takes advantage of CPU threading to keep latency low. Even the Excel integration uses C++ through xlOil's thin layer above the Microsoft XLL SDK.

Built for Trading

Every feature exists because it is useful for actual trading. The PnL charts, the volatility scenario analysis, the Excel integration, and the multi-account aggregation are not checkbox features for a marketing page. The developer is a trader and uses them every trading day.

Customization

Traders are particular about their tools. Every component supports named, saveable views that can easily be retrieved. The metrics bar is configurable: choose from over 100 metrics, reorder them, and save as a named view. Any value in any table can be recorded as a stream and turned into a quote, a sparkline, or a chart. Colors, fonts and background colors can be saved as themes. Tables, Reports, Quotes, and OptionSmart have additional font controls in their own toolbars.

Privacy and Safety

OptionsRealTime LLC does not collect, track, or share any of your data. There are no cloud servers. OptionsRealTime connects directly to your local IBKR application(s). It is an analytical tool. It will never place, modify, or cancel orders.

The goal is to succeed through technical merit. The pricing is simple and transparent, with no limits on accounts, charts, reports, machines or browsers.

Thanks for reading.

Know the risk.
Make your trade.