Switching guide
Switch from Option Samurai to Options Matrix Pro
A practical guide to setting up your Option Samurai watchlists, scans and active trades in Options Matrix Pro, with clear notes on what must be rebuilt manually.
~35 min setupMoving from Option Samurai 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 Option Samurai features remain important before changing your subscription.
Before you begin
- Export or record watchlists, saved screens and active positions where Option Samurai 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 Option Samurai sit inside OMP.
Define universe
In OMP
Use scanner lists, editable presets or advanced watchlists.
In Option Samurai
Choose the whole market or a saved Universe.
Scan
In OMP
Run short-premium rules or advanced multi-leg strategies.
In Option Samurai
Run predefined or custom scans across its market universe.
Analyze
In OMP
Inspect standardized results, then open Visualizer and AI Analyst.
In Option Samurai
Use trade window, charts, volatility and Stock Analyzer.
Track
In OMP
Save the exact trade and manage its lifecycle and journal.
In Option Samurai
Send to its trade log or portfolio.
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 Option Samurai.
- OMP has fewer initial discovery filters than Option Samurai.
- OMP does not claim equivalent spreadsheet feeds or broker transmission.
- The two products define scan universes and derived metrics differently.
Frequently asked questions
Can OMP automatically import my Option Samurai account?
No. There is no automatic account or trade-data migration from Option Samurai. 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 Option Samurai 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.