Every account. Every strategy.
One place.
Basis syncs your brokerage accounts and rebuilds your trading — options income, covered calls, long-term holdings — into one record you can actually read.
Free during early access · Read-only sync · Nothing to install in your broker
1. what a position cost you — the point all performance is measured from.
2. the evidence under a conclusion.
3. the record of how you actually trade.
One number
Portfolio value across every account — collateral, holdings, and cash.
Every trade
Options P&L, win rate, and wheel cycles tracked to true break-even.
Your rules
Premium income against your goals, cash against your own framework.
No upkeep
Read-only brokerage sync — nothing to maintain once history is loaded.
Today: options income and equity holdings. Fidelity sync is live; history imports via CSV. More brokers as early access grows.
Toward the question the record exists to answer: which of your strategies is actually performing better?
Basis says what's live and what isn't. A roadmap is a state, not a promise.
“Am I actually good at this, or has the market been good to me?”
Free during early access