Every Trade Analyzed Automatically

01 — Core Differentiator

The platform matches option legs automatically. 80+ strategies recognized — no manual tagging required.

Most traders log their trades manually: enter the underlying, record the entry price, note the strategy type. Most platforms do nothing with this data except store it. iVest+ is different.

The moment a multi-leg trade is imported, the platform analyzes the strike prices, expiration dates, and leg types, then matches them against 80+ known option strategies — iron condors, vertical spreads, butterflies, diagonals, straddles, collars, and dozens more. Each trade is instantly tagged with a strategy ID. No student confusion. No manual miscategorization. The journal knows what was actually traded.

For educators, this is transformative. You no longer have to correct students’ trade logs or spend time managing tags. The platform enforces accuracy at the point of entry. Your students focus on learning; the system handles classification.

• 80+ option strategies automatically recognized (iron condor, vertical spread, butterfly, diagonal, straddle, collar, etc.)
• Multi-leg trades tagged instantly at import — no manual entry required
• Strategy ID assigned and searchable across all student accounts
• Eliminates miscategorization and manual review of trade logs

03 — Auto-Tags

Found it in a scan? Tagged. Set a bracket? Tagged. Rolled a covered call? Tagged. Hit your target or stopped out? Tagged.

The journal doesn’t just record trades — it categorizes them so you can see exactly what’s working and what isn’t. Beyond the 80+ strategy identifications, the system tags every contextual detail: which scan or condition triggered the trade, whether a full bracket was set, if the user rode through expiration, rolled out a position, or made an adjustment. It even analyzes whether the target or the stop was hit more often.

Add your own custom tags on top. Tag by thesis, market regime, setup type — anything. Then slice your performance reports by any combination. The auto-tagging turns raw trade data into structured, measurable intelligence.

For educators and coaches, this is where the journal becomes a teaching tool. Instead of asking “what happened?” you can see exactly how a student found the trade, how they managed it, and whether their process is producing results. The tags make every coaching conversation specific, data-driven, and actionable.

• Scan and condition source tagging — know how every trade was found
• Bracket, adjustment, and roll tracking — every management action tagged
• Target vs. stop analysis — see which exit hit more often
• Expiration behavior tracking — held, closed early, or rolled
• Custom tags — slice performance by any category you define

04 — Stock Research Context

Pull up any stock in Research and your entire journal for that ticker is one tab away — trades, tags, and performance already filtered for you.

Every time your traders open a chart in Stock Research, the Activity tab is right there showing every trade they’ve ever placed on that symbol — executions, adjustments, closes, roll history, and the auto-generated strategy tags. No switching tools. No cross-referencing spreadsheets. No trying to remember what worked last time on AAPL earnings.

The tag-reporting panel on the right automatically filters to the ticker in view, so a quick glance tells the full story: P&L on this symbol, win rate, which strategies performed here, average hold time, and how current positions are behaving. It’s the journal, scoped to the exact decision the trader is about to make.

For B2B partners, this is where the coaching loop closes. Advisors reviewing a client’s position see the full history on that name in one screen. Educators demoing a trade idea pull up their own prior results as proof. Compliance teams audit by ticker without stitching reports together. The journal stops being a separate tool — it becomes context that follows every research session.

• Activity tab — every prior trade on the ticker, in chronological order
• Strategy tags and life-of-trade data shown inline for each entry
• Tag-reporting panel auto-filters to the symbol in view
• P&L, win rate, and hold-time stats scoped to this ticker only
• Open positions with real-time Greeks and adjustment history
• One-click jump back to full trade detail in the journal
• Cross-account view — see activity across every linked account at once

05 — Performance Intelligence

Tag analytics. Visual breakdowns. Pattern discovery. All based on actual trading data.

Strategy ID tags are the foundation for real analytics. The platform generates 25+ performance reports, all built on the automatic strategy classification: P&L by strategy type, win rate by tag, average holding period per strategy, profitability by underlying, performance by time-of-day, adjustment success rates, and custom breakdowns by hashtags.

Your students (and your coaches) don’t have to wonder what they’re good at and what needs work. The data tells the story. Iron condors beating spreads? The reports show it. Earnings trades underperforming? Visible in seconds. Adjustments actually improving position P&L? Quantified.

For B2B partners, these reports transform the journal from a record-keeping tool into a performance management system. Coaches see student strengths and blind spots without digging through trade history. Educators track cohort performance by strategy type across hundreds of students.

• P&L by strategy type — see which strategies are profitable
• Win rate by tag — percentage of winning trades per strategy
• Average holding period per strategy
• Profitability by underlying symbol
• Performance by time-of-day and market conditions
• Adjustment success rates — which defensive moves worked?
• Custom hashtag analytics — track performance on topics you define

07 — B2B Proof Point

With user permission, partners can view full student journals. See notes, tags, strategy IDs, P&L, adjustments, and life-of-trade.

The journal becomes a collaborative coaching platform. Partners can view any user’s full trade history (with permission), see what strategies they’re trading, review adjustment decisions, track P&L progression, and provide targeted feedback without managing multiple data sources.

This is the feature that transforms iVest+ from a student tool into an educator’s platform. You don’t teach in a vacuum. You coach with full visibility into what your students are actually trading, how they’re managing risk, which strategies they’re executing well, and where they need guidance.

Unlike generic platforms where trade data is locked in a personal account, iVest+ gives educators and coaches the collaborative visibility they need. Your students’ trades are their own, but with permission, coaching becomes informed, specific, and dramatically more effective.

This coaching access capability is the major B2B proof point — this is why educators choose iVest+ and why they build their programs around it.

• View student journals with explicit user permission
• See strategy IDs, tags, life-of-trade progression
• Review P&L at each decision point
• Identify coaching opportunities without manual review
• Track cohort performance across hundreds of students
• Provide targeted feedback based on actual trade data
• Transforms journal into collaborative coaching platform