OptiView
PlatformHelp CenterPricing
10 articles

Broker

Is OptiView a brokerage?OptiView is not a brokerage. OptiView is an options analytics platform for retail traders that provides strategy analysis and payoff simulation, while all trades, assets, and accounts remain with a broker.
Can OptiView connect to my brokerage account?OptiView connects to brokerage accounts using secure OAuth 2.0 authorization. This connection allows users to access real-time market data and send order instructions while keeping execution and assets within the broker.
How can I connect OptiView to my broker?To connect a broker to OptiView, users can link a brokerage account from the account profile or directly within the platform. OptiView connects to the broker through a secure authorization flow that grants limited access for data and functionality.
How do I remove my broker from OptiView?Users can remove a broker from OptiView by deleting the broker connection in the account settings. Removing the connection disconnects OptiView from the brokerage account and revokes access permissions.
Which brokers does OptiView support?OptiView connects to four supported brokerages: Tastytrade, Tradier, TradeStation, and Charles Schwab. Connecting a broker unlocks real-time option and equity market data and allows users to send order instructions from OptiView directly to the brokerage account.
Why does my broker show a different option price or P&L than OptiView?A broker can show a different option price, Greeks, or profit and loss than OptiView because the two platforms may use different data timing, mark methods, and pricing assumptions.
Why am I still seeing delayed data after connecting my broker?Seeing delayed data after connecting a broker usually means the brokerage connection is active but the account does not have the required real-time market data entitlements.
Why was my options order rejected by my broker?An options order is usually rejected by a broker because of account restrictions, missing permissions, insufficient buying power, or order details that do not meet broker rules.
Do I need options approval from my broker to trade a strategy?Most brokers require options approval before a user can trade certain options strategies, and the required approval level depends on the risk of the strategy.
Does OptiView's payoff chart also include fees and commissions?OptiView does not account for fees incurred from broker commissions, exchange fees, or tax implications.