Adding Your First Position - Manual Entry and Broker Sync
There are two ways to add options positions to SecurePutCalls: automatic sync from a connected brokerage account and manual entry for positions held at brokers that are not yet integrated. This tutorial covers both methods and explains how to get the most out of position tracking features regardless of which approach you use for each position in your portfolio.
Automatic broker sync is the recommended approach for supported brokers — Tastytrade, TD Ameritrade, Robinhood, Webull, and Charles Schwab. Once you complete the OAuth connection in the Position Tracker settings, all open options positions import automatically and update in real time during market hours. No manual input is required for new trades opened at the connected broker — they appear in your position tracker within minutes of execution. The sync also captures historical trades for performance analytics going back to the connection date.
For positions at unsupported brokers or for traders who prefer manual entry, the position form lets you input the stock, option type, strike, expiration, premium received, and number of contracts. Once added, these manual positions receive the same real-time P&L tracking, Greeks monitoring, and roll analysis as automatically synced positions. The only limitation is that manual positions do not reflect live market prices for the option contract itself — you must update the current market value manually or rely on the platform's options pricing model for mark-to-market estimates.