Track Your Options Trades Like a Pro

Finally, a tracking system built for how you actually trade. This Airtable template manages puts, calls, rolls, and assignments with automatic calculations and zero spreadsheet frustration.

What You Get:

  • Complete Trade Logger – Track every put, call, BTC, and roll with timestamps and premiums

  • Automatic Cost Basis Calculator – Know exactly what you paid (and rolled) for every position

  • P&L Dashboard – See total USD gains/losses across all trades in real-time

  • Status Tracking – Monitor which positions are assigned, filled, rolled, expired, closed, or called away

  • RORC Calculations – Return on risk capital computed automatically per trade

  • Tax-Ready Exports – Generate reports for your accountant in seconds

  • One-Click Setup – Duplicate the template to your Airtable account and start tracking immediately

Requirements: Free Airtable account (no paid plan needed!)

Questions?

Do I need a paid Airtable account?

Nope. The template works perfectly on Airtable's free plan.

How do I get the template?

Right after purchase, you'll receive an email with setup instructions. We'll manually share the Airtable template with you within 48 hours (usually much sooner).

Once you receive it, you'll duplicate it to your own Airtable account in just a few minutes.

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Can I customize it for my strategy?

Absolutely. You can add your own fields, create custom views, or modify formulas however you'd like.

Do you offer custom automation solutions?

Yes. If you need custom tracking systems or want to automate other parts of your business (we work across industries), our team can help. Just reply to your confirmation email or visit evolveco.ai

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