Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Stage
Established
Not given
Founded
2010
Not given
Based in
Not given
Not given
Pricing model
Freemium
Paid
Pricing
Free plan with 1.5K API requests per month and daily updates. Pro plan at $10/month with 30k requests and hourly updates. Business plan at $30/month with 300 requests and 5-minute updates.
7-day Premium trial (pay $0 today, payment method required). After trial: $19/month or $150/year. Annual billing saves $78/year compared to monthly. Broker Sync available only with active paid Premium subscription.
Key features
165 currencies support
JSON API responses
30+ years historical data
Multi-AZ AWS infrastructure
Cloudflare network delivery
Real-time status monitoring
Long-term support commitment
No breaking changes policy
Track stocks, options, and multi-leg strategies with manual entry, CSV import, or broker sync
Automatic calculation of Delta, Gamma, Theta, and Vega Greeks
Portfolio P&L analytics with realized and unrealized tracking
Discovery scans across 2,500+ stocks with strategy filters
Up to 50 custom saved screens for reusable scans
Scenario Lab for testing hypothetical trades against actual portfolio
Roll Assistant for comparing roll options with current option-chain data
Your Edge analytics showing performance by strategy and underlying
Read-only Broker Sync for Interactive Brokers portfolio import
iOS and Android mobile apps with push notifications
What makes it different
Exceptional uptime record with 99.99% uptime in 2024
Multiple data sources for accurate rates
Reliable long-term support with no breaking changes
Free tier available with no credit card required
Easy integration requiring just 2 lines of code
Built by a retail trader for retail traders, not institutional investors
Handles multi-leg strategies and realistic P&L that spreadsheets cannot
See entire portfolio exposure and Greeks at a glance instead of manual calculation
Supports complete Wheel Strategy lifecycle tracking in one view
Test trades before placing them with portfolio-level impact analysis
Optioneer