The Trading Journal Built for tastytrade Users
High-volume premium sellers need journaling that groups multi-leg spreads correctly. TradersForge auto-groups every iron condor, vertical, and butterfly into a single position — with IV rank, DTE, delta, and Forge AI reviews layered on top.
Stocks · Options · Futures · Crypto. tastytrade transaction history CSV. 50/30/15 mechanics fully supported.
Spreads as 4 separate trades is not a journal.
Tastytrade's transaction history is well-structured, but generic journals show your iron condor as four separate option fills. Per-strategy analytics become impossible — you can't answer "what's my win rate on iron condors?" if every condor is logged as 4 unrelated trades.
Tastytrade-style traders also live and die by IV rank context. A short put at IVR 65 is a different trade than the same short put at IVR 15. If your journal doesn't track IV rank at entry, you can't see whether your edge concentrates in the high-IV environments where premium selling actually works.
Premium-selling needs a premium-aware journal.
Tasty mechanics, native.
Spread grouping + IV rank + DTE bucket analytics + AI review.
Multi-leg auto-grouping
Verticals, iron condors, butterflies, calendars, diagonals, jade lizards — every combo order grouped into one position automatically. Per-strategy P&L and expectancy actually work.
IV rank + DTE + delta tracking
Tag each trade with IV rank at entry, days-to-expiration, and short-leg delta. Per-IVR bucket expectancy tables show whether your iron condors actually work above IVR 40 (or are just lucky).
R-multiple for defined-risk + undefined-risk
Defined-risk structures use max-loss as the denominator automatically. Undefined-risk (naked short premium) lets you set the multiplier (commonly 2× credit). Either way, expectancy in R is computable.
50% / 21 DTE rule adherence tracking
Tasty-style traders typically close credit spreads at 50% max profit or 21 DTE. The journal tracks both — see whether your early-exit discipline produced better risk-adjusted returns than holding longer.
Forge AI reviews every trade
Claude-powered reviews ingest IV/DTE/structure context. Surfaces options-specific patterns: "your condors lose money below IVR 25," "your wheel trades on TSLA underperform other tickers."
Multi-asset support
Stocks, options, futures, and crypto all flow through the same journal. Per-asset-class analytics with the right math per class. Wheel strategies, cash-secured puts, and assignments all tracked correctly.
Real-time wash sale tracking
Wheel strategies generate wash sales by design — every assigned-and-rebought cycle on the same ticker triggers Section 1091. TradersForge flags them per import, shows YTD deferred losses by ticker, and links each disallowed loss to the replacement that triggered it.
FAQ
- How do I export trades from tastytrade?
- In tastytrade, go to Account → History → Export. Choose CSV format. The CSV includes every fill with symbol, expiry, strike, action, quantity, price, and fees. Drop it into TradersForge's Import & Connect page and multi-leg orders are auto-grouped on import.
- How does TradersForge handle iron condors and multi-leg spreads?
- Fills sharing an order ticket get grouped into one position automatically. The position is tagged with the inferred structure (iron condor, vertical, butterfly, calendar, diagonal, jade lizard, etc.) based on leg count, expiries, and strikes. All analytics operate at the position level — not the leg level.
- Does TradersForge track IV rank at entry?
- IV rank is something you log per trade — most brokers don't include it in CSVs. TradersForge has a quick-tag flow on import to attach IV rank if you remember it, plus you can update later. Per-IVR bucket expectancy tables surface patterns once you have data tagged.
- What about wheel strategies and assignments?
- Cash-secured puts that get assigned convert into long stock positions. TradersForge tracks the option as closed (assignment), the new stock position as opened, and lets you tag the original intent (e.g., "wheel on AAPL") so the strategy lifecycle is preserved across the assignment event.
- How does R-multiple work for short premium?
- For undefined-risk strategies (naked short options), you set the risk denominator — most tastytrade-style traders use 2× credit received. Defined-risk structures use max loss automatically. R-multiple stays meaningful regardless.
- Does TradersForge work for futures options?
- Yes — tastytrade's futures options fills flow through the same journal. R-multiple uses the correct contract multiplier (e.g., /ES options use the $50/point underlying multiplier). All combo grouping logic applies.
- Does TradersForge handle wash sales on wheel strategies?
- Yes — and this is where wash sale tracking is most valuable. Wheel cycles (sell put → assigned → sell stock at loss → sell another put) generate wash sales by design because you're continuously re-establishing exposure to the same underlying. TradersForge flags every disallowed loss on import, shows year-to-date deferred amounts by ticker, and links each disallowed loss to the replacement trade. For active wheel traders, this is the difference between informed year-end planning and a 1099-B surprise.
- How much does it cost?
- Free tier covers 50 trades/month and 1 broker connection. Tracker $9/mo (unlimited trades, 3 brokers), Pro $19/mo (5 brokers, AI trade reviews), Elite $39/mo (unlimited brokers, AI cascade reviews). 14-day free trial on any paid tier.
Built for the way you actually trade.
14-day free trial. Cancel anytime before day 14.
TradersForge is not affiliated with or endorsed by tastytrade. tastytrade (formerly tastyworks) is a trademark of tastylive, Inc.