Switching guide
Switch from Barchart to Options Matrix Pro
A practical guide to setting up your Barchart watchlists, scans and active trades in Options Matrix Pro, with clear notes on what must be rebuilt manually.
~35 min setupMoving from Barchart to Options Matrix Pro does not happen automatically. Record the watchlists, scans and active positions you still use, set them up carefully in OMP, and check the results against your broker records. Confirm whether any specialist Barchart features remain important before changing your subscription.
Before you begin
- Export or record watchlists, saved screens and active positions where Barchart permits it.
- Write down what each saved screen or setting helps you decide instead of copying everything.
- Treat broker records as the definitive record of live positions and fills.
- Use the OMP trial to test the tasks that matter before making a subscription decision.
Match the way you work
See where the steps you use in Barchart sit inside OMP.
Organize
In OMP
Maintain strategy-aware watchlists and scanner lists.
In Barchart
Create watchlists, portfolios and custom views.
Screen
In OMP
Run short-premium or multi-leg scans.
In Barchart
Use options, income and strategy-specific screeners.
Analyze
In OMP
Compare standardized rows and open Visualizer/AI.
In Barchart
Navigate calculators, P/L charts, option pages and exports.
Track
In OMP
Save and manage trade lifecycle in-product.
In Barchart
Use portfolios, watchlists, alerts or downloaded data.
Rebuild your setup in OMP
Bring across only the watchlists, scans and active trades you still use.
- 1
Create OMP watchlists or scanner lists and add symbols manually.
- 2
Rebuild scanner filters using the closest OMP rules; do not assume metric definitions are identical.
- 3
Recreate active trades leg by leg in the Visualizer and verify strike, expiry, action, quantity and entry price.
- 4
Save validated trades and add lifecycle or journal context as needed.
- 5
Compare outputs side by side before retiring any old workflow.
What will not transfer
Check whether you still need these specialist features before you leave Barchart.
- OMP does not match Barchart’s multi-asset breadth or download volume.
- Barchart is materially cheaper at current list pricing.
- Barchart’s many tools do not map one-for-one to OMP’s guided workflow.
Frequently asked questions
Can OMP automatically import my Barchart account?
No. There is no automatic account or trade-data migration from Barchart. Watchlists, scanner rules and open positions must be reviewed and recreated manually.
Should I cancel before rebuilding my workflow?
Keep access until you have tested the OMP workflows that matter to you, checked your saved information and confirmed that your important tasks are covered.
Sources
Verified July 16, 2026
Related reading
Put the framework to work
Switch from Barchart with confidence
Rebuild your setup in OMP and compare results against your current platform. The 14-day trial gives you full access to the scanner, matrix, visualizer and AI analyst.