Help Center
One task per guide: a short video of the real app, then the steps written out with a screenshot for each.
Add a trade by hand
Record a stock, call or put yourself, so it counts in your P&L, calendar and strategies.
In the app: Trades › Add trade
29 s video · 5 steps
Connect Robinhood
Link your Robinhood account once, and your trades come into Options Vault and sync every night.
In the app: More › Import › Connect broker
29 s video · 4 steps
Import trades from a CSV
Bring in trades from any broker or spreadsheet with one file, and Options Vault works out your P&L.
In the app: More › Import › Import from CSV
21 s video · 3 steps
Add an account
Make an account for trades you enter by hand or import, such as a Roth IRA, and keep each one apart.
In the app: More › Settings › Accounts
23 s video · 4 steps
Find your strategies
Let Options Vault group your trades into wheels, covered calls, cash-secured puts and LEAPs, each with its own premium and P&L.
In the app: More › Strategies › Find strategies
21 s video · 3 stepsCan't find what you need?
More guides are on the way. Until then, write to us and we'll help.