Optioneer vs Alphathena

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Optioneer compared with Alphathena
Detail	Optioneer	Alphathena
What it does	Options portfolio tracker for tracking, understanding, finding, testing, and managing positions	The operating system for personalized portfolio management
Stage	Not given	Not given
Founded	Not given	Not given
Based in	Not given	US
Pricing model	Paid	Contact for pricing
Pricing	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.	Platform fee based on AUM tier plus basis points on direct indexing assets. A TAMP typically charges 30 to 50 basis points on all AUM it manages, while Alphathena's platform fee model means you pay for the technology and direct indexing assets, not a percentage of all assets you manage. No setup fee
Key features	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	Over 2,000 benchmarks to track Integration with Schwab, Fidelity, Clearstreet, Interactive Brokers, and Orion Onboarding completed in as little as one week
What makes it different	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	Pure technology platform that keeps advisors in full control of investment decisions No custodian switch required; clients' assets remain where they are Agentic AI that generates actionable scenarios and handles complex workflows automatically Powers over $10 billion in assets across advisory firms Works alongside existing portfolio management systems without replacing them
Free plan	Not given	Not given
Open source	Not given	Not given
Platforms	Not given	Not given
Public API	Not given	Not given
Community votes	0	0
DR (Domain Rating by Ahrefs)	25 no change since last check	29 no change since last check
Trust Flow (Majestic)	20	15
Citation Flow (Majestic)	12	31
Referring domains (Majestic)	74	94

5 details filled in for both companies.

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