Switching guide
Switch from OptionStrat to Options Matrix Pro
A practical guide to setting up your OptionStrat watchlists, scans and active trades in Options Matrix Pro, with clear notes on what must be rebuilt manually.
~35 min setupMoving from OptionStrat 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 OptionStrat features remain important before changing your subscription.
Before you begin
- Export or record watchlists, saved screens and active positions where OptionStrat 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 OptionStrat sit inside OMP.
Find ideas
In OMP
Run a saved watchlist or broad advanced scan.
In OptionStrat
Enter one ticker in Optimizer, or monitor the separate unusual-flow feed.
Compare
In OMP
Rank matching contracts using normalized income and risk metrics.
In OptionStrat
Compare candidates in the builder or optimizer.
Model
In OMP
Open the exact setup in the Visualizer.
In OptionStrat
Build or open the setup in Strategy Builder.
Review and track
In OMP
Ask AI Analyst, save the trade and monitor its lifecycle.
In OptionStrat
Save and track the strategy; premium adds historical performance.
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 OptionStrat.
- OMP does not currently provide OptionStrat-style unusual flow feeds.
- OptionStrat has capable saved-trade and paper-tracking tools; OMP adds journal notes and scanner context.
- Template counts and metric definitions are not one-for-one equivalents.
Frequently asked questions
Can OMP automatically import my OptionStrat account?
No. There is no automatic account or trade-data migration from OptionStrat. 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 OptionStrat 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.