Options Helper — tolzman.com

Options Helper — Quick Reference

Quick Guide — Tabs & Toolbar

1. Positions tab — your live covered calls and puts, pulled directly from Schwab. Each row is one contract. Color coding shows urgency: red = needs attention, amber = watch, green = healthy.

2. Roll Analyzer tab — click any position row to open a side panel showing every available roll candidate for that contract. Green rows = better than your current position. Sort by Est Total %/wk to find the best move.

3. Scanner tab — scans your tracked tickers for new covered call opportunities. Add tickers using the + button in the toolbar. Higher Score = better risk-adjusted return.

4. Values tab — shows your total notional exposure two ways: by expiry date (spot crowded weeks) and by ticker (spot over-concentration in one stock).

5. Chain popup — full live options chain for any underlying. Opens automatically when you click a row in Roll Analyzer. Shows calls on the left, puts on the right, ATM strike highlighted in amber.

6. Charts popup — price history with Bollinger Bands and RSI for any position's underlying. Shows 1-year daily, 3-month daily, 5-day intraday (15-min), and 4-hour intraday (5-min) panels.

7. CSV button (↓ CSV) — exports the currently visible positions to a spreadsheet file. Filters and sort order are preserved in the export.

8. Refresh button (↻) — pulls fresh data from Schwab immediately, without waiting for the next auto-update. Use this after a trade fills or a roll executes.

9. Light/Dark mode (☀︎/🌙) — toggles between dark and light themes. Your preference is saved in your browser.

10. Sort any column — click any column header to sort by that column. Click again to reverse. An arrow shows the active sort direction.

11. Filter rows — type in the white boxes below column headers to filter to matching rows only. Works on text (symbol, account) and numbers (threshold cutoffs).

12. Views ▾ and column visibility — click Views ▾ to save your current filter/sort/hidden-column state and reload it later. Click − on any column header to hide that column.

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Hit Refresh Data to retry, or Re-connect Schwab if the error mentions auth or token. Reload page if tabs are frozen.

		— Management Priority —						— Contract —				— Pricing —					— Details —
⭐	Symbol↕ P/C ↕	% OTM / ITM↕	Prob % ITM↕	% Buy Back↕	Wks To Roll↕	Wks per 5% ITM↕	Wks Out↕	Acct↕	#−↕	Exp↕	Strike↕	Stock Price↕	Opt Price (Exp)↕	Bid↕	Ask↕	Mark↕	Value↕	Exec Time↕	Charting Text↕

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Put Scanner

Call Scanner

Last run: today 9:30 AM 6 opportunities

	— Core —										— Technical —				— Flags —			— Option Data —												— Underlying —
Symbol ↕	Prob % ITM ↕	ROR %/Wk ↕	Score ↕	Strike ↕	Wks Out ↕	Exp ↕	Opt Price (Exp) ↕	% OTM / ITM ↕	Strike Placmt ↕	Stock Price ↕	Strike BB% ↕	Price BB% ↕	RSI (D) ↕	IV ↕	Earn <10d ↕	Own? ↕	Similar? ↕	Opt Bid ↕	Opt Ask ↕	Opt Last ↕	Opt Mark ↕	Delta ↕	Theta ↕	Opt IV ↕	Trade Age ↕	Bid Sz ↕	Ask Sz ↕	Bid/ Strike ↕	Spread ↕	Und Name ↕	Earn Days ↕	Earn Date ↕	Und Factor ↕	Und Driver ↕	Und Family ↕

	— Core —														— Technical —				— Flags —			— Option Data —												— Underlying —
Symbol ↕	Prob % ITM ↕	Est ROR %/Wk ↕	Prem ROR %/Wk ↕	CA ROR %/Wk ↕	Strike ↕	Wks Out ↕	Exp ↕	Stock Price ↕	Opt Price (Exp) ↕	Est Ret /Cont ↕	Prem Ret /Cont ↕	CA Ret /Cont ↕	Risk /Cont ↕	% OTM / ITM ↕	Strike Placmt ↕	Strike BB% ↕	Price BB% ↕	RSI (D) ↕	IV ↕	Earn <10d ↕	Own? ↕	Similar? ↕	Opt Bid ↕	Opt Ask ↕	Opt Last ↕	Opt Mark ↕	Delta ↕	Theta ↕	Opt IV ↕	Trade Age ↕	Bid Sz ↕	Ask Sz ↕	Bid/ Strike ↕	Spread ↕	Und Name ↕	Earn Days ↕	Earn Date ↕	Und Factor ↕	Und Driver ↕	Und Family ↕

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Position:

Select a position above to see roll options.
Stock price ± 5 strikes × 5 weekly expiries — up to ~50 combinations per position

Equity Positions

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By Expiration

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Chart Account:

By Ticker (Options + Uncovered Equity + Cash)

Chart Account:

System Status

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Options Helper v—

↺ Reconnect Schwab Required every 7 days. Disconnects any other device using the same credentials.

Schwab Accounts

Accounts pulled from Schwab on connect. Toggle which to pull data from and include in P&L summaries.

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OK to Trade List

Tickers the scanner watches for new opportunities. Positions pull from Schwab regardless of this list.

Add tickers — one per line or comma-separated.

Display Preferences

Controls how data is displayed across all tabs.

Time Zone Exec Time column shows timestamps in this zone

Show calculation tooltips (hover cells for formula breakdown) Show column header tooltips Hide Margin Use (Values tab) Hide logo on mobile

Portfolio Concentration Limits

Scanner flags positions when Own% or Similar% exceeds these thresholds.

Flag "Own?" when position exceeds % of portfolio

Flag "Similar?" when combined exposure exceeds % of portfolio

Sync Across Devices

Set a sync passcode once — any device with the same passcode loads your Schwab credentials and active session automatically. Encrypted end-to-end; the server stores only ciphertext.

Import from Another Device

Already set up on desktop? Enter your sync passcode here to load credentials and your Schwab session on this device.

Positions History

Ticker ↕	P/C ↕	Acct ↕	Strike ↕	Expiry ↕	Status ↕	Opened ↕	Closed ↕	# ↕	Net Premium ↕	ROR %/wk

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Date ↕	Acct	Action ↕	Ticker ↕	P/C	Strike ↕	Expiry ↕	Qty ↕	Premium ↕	Net Amt ↕
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Profits

Open Positions

Ticker ↕	P/C ↕	Acct ↕	Strike ↕	Expiry ↕	Opened ↕	# ↕	Net Collected ↕

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Closed Positions

Ticker ↕	P/C ↕	Acct ↕	Strike ↕	Expiry ↕	Opened ↕	Closed ↕	# ↕	P/L ↕

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🔬 Learning — Position Grouping Walkthrough

All transactions for the selected ticker in chronological order. Assign each to a position number and add notes. Hit Save to persist.

Datetime	Acct	Action	P/C	Strike	Expiry	Qty	Net Amt	Pos#	Notes
Load Positions History first, then switch to this tab.

Legal Disclosure

This tool provides options data, analysis, and position tracking for educational and informational purposes only. It does not constitute investment advice, a recommendation to buy or sell, or an offer of securities. You are solely responsible for your trading decisions.

Options trading involves substantial risk, including the total loss of principal. Past performance does not guarantee future results. Data may contain errors or delays; we are not liable for trading losses, missed opportunities, or decisions based on information provided by this tool.

This tool is not a registered investment advisor and does not provide financial advice. Options trading is not suitable for all investors. Before trading options, understand the risks involved, verify all information independently, and consider consulting a qualified financial professional. Confirm all trades on your broker's platform before execution.

By using this tool, you acknowledge that you have read this disclosure and agree to use it at your own risk.

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