Portfolio and dividend tracker for investors in Canada and the US
Interactive Brokers options desk for day traders and scalpers
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
CA
Pricing model
Freemium
Free trial
Pricing
Free: Starter plan with 2 accounts and 10 holdings. Builder: CA$5.99/month or CA$49/year (save 32%). Planner: CA$12.99/month or CA$99/year (founding discount until April 30, 2027). US pricing: Builder $4.99/month or $39/year; Planner $9.99/month or $79/year (founding price).
7-day free trial, then $40 per month billed monthly or $400 per year billed once a year. Monthly plan saves $80 versus yearly; yearly plan is equivalent to 10 months.
Key features
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
Multi-symbol options chains with ITM, ATM, and OTM strikes in one table
One-click market, mid, and close orders
Automated take profit and stop loss while connected
Live unrealized P&L updates
Customizable layout with column resizing and hiding
Futures options support (ES, MES, NQ, MNQ, RTY, CL, GC)
Four themes including Terminal quiet desk mode
Windows, macOS, and Linux support
Direct connection to TWS or IB Gateway with credentials staying local
What makes it different
Load full investment history from PDFs or screenshots without manual entry
Automatic dividend reinvestment and tracking across all accounts
No brokerage password required for security and privacy
Retirement income projection with simulated market scenarios
Data stored in Canada with full export and deletion options
Reduces TWS clicks from seven steps to three moves for options execution
Paper trading and live trading use the same desk with no extra setup
No order batching or extra confirmation steps inside the app
Preset position sizes per symbol with one-click bulk adjustments
NeonChainX