Step-by-step guides to Option Anatomy: connect your brokerage, read greek P&L attribution, model positions, and manage your journal, account and plan.
Connect Interactive Brokers (direct) — Step-by-step guide to connecting Interactive Brokers to Option Anatomy: two report templates and one reporting-only access key, set up once in Client Portal.
Connect via the brokerage portal — How to link Wealthsimple, Schwab, tastytrade, Robinhood and most other brokerages to Option Anatomy through the secure portal, in a couple of minutes.
Read your P&L attribution — How to read the Attribution page: each strategy P&L split into Delta, Gamma, Theta, Vega and cross effects, plus the two breakdowns and the reliability flag.
Model a position in the Position Modeler — How to build a structure in the Position Modeler: the strike strip, payoff curve and date slider, breakevens, probability of profit and stress views.
Simulate changes on your real positions — How Both mode merges your held positions with simulated edits, so you can preview a hedge, a roll or a close against the dimmed base curve before acting.
Understand your Trade Journal — What each Trade Journal tab shows, how the journal KPIs are computed, and how to slice your closed trades by strategy, greek driver, weekday or days held.
Manage your subscription and trial — How the Option Anatomy Pro trial works, what the Free plan keeps when it ends, where billing lives in Settings, and how to change or cancel your subscription in two clicks.
Request features & get help — How members send feature requests straight from Settings to steer the roadmap, plus the fastest ways to reach a real person with a question or a problem.
How your data is handled — What Option Anatomy can see in your brokerage account, what it can never do, what data is stored, and how to revoke access or delete everything you have.