Options Strategy Analyzer Excel Template

Home
Excel Templates
Options Strategy Analyzer

Master Options Trading with Professional-Grade Analytics

The difference between a profitable options trade and a costly mistake often comes down to one thing: proper analysis. This comprehensive Options Strategy Analyzer Excel Template transforms your trading approach with sophisticated Greeks calculations, real-time profit/loss scenarios, and visual strategy mapping that would typically require expensive trading software.

Whether you're evaluating covered calls for income generation, analyzing complex spread strategies, or managing risk across multiple positions, this template provides the analytical framework that successful options traders rely on. Built for both individual traders and professional trading desks, it delivers institutional-quality analysis in a familiar Excel environment.

Everything you need to analyze, visualize, and execute winning options strategies

Complete Greeks Analysis

Real-time calculation of Delta, Gamma, Theta, Vega, and Rho for individual options and complex strategies

Strategy Visualization

Interactive profit/loss charts that show your strategy performance across price ranges and time decay

Risk Management Dashboard

Portfolio-level risk metrics with position sizing recommendations and maximum loss calculations

Multi-Strategy Support

Pre-built templates for covered calls, spreads, straddles, butterflies, and custom strategy combinations

Market Data Integration

Connect to real-time option prices and volatility data for accurate analysis and monitoring

Scenario Analysis

Test your strategies across different market conditions with built-in stress testing capabilities

Advanced capabilities that give you an edge in options trading

Greeks Portfolio View

Aggregate Delta, Gamma, Theta, Vega, and Rho across all your positions to understand portfolio-level risk exposure

Volatility Analysis

Compare implied volatility to historical volatility with built-in statistical analysis and volatility skew calculations

Monte Carlo Simulation

Run thousands of price scenarios to calculate probability of profit and expected return distributions

Commission Calculator

Factor in broker commissions and fees to calculate true profit/loss and return on investment

Position Sizing Tool

Calculate optimal position sizes based on your risk tolerance, account size, and Kelly criterion

Strategy Screener

Screen for optimal strikes and expirations based on your market outlook and risk parameters

Enhance Your Trading Toolkit

Checkout what Sourcetable has to offer

Template Generator

Speed up workflows-powered spreadsheet templates.

Charts & Graphs

Create stunning, interactive charts that make data clear.

Spreadsheet Assistant

Generate complex formulas, just describe what you need.

Frequently Asked Questions

If you question is not covered here, you can contact our team.

How do I analyze data?

To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.

What data sources are supported?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.

What data science tools are available?

Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.

Can I analyze spreadsheets with multiple tabs?

Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.

What is the maximum file size?

Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.

Is this free?

Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.

Is there a discount for students, professors, or teachers?

Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.

Drop CSV

Schedule a Demo