Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Bank statement converter with 99.9% accuracy, backed by an open-source benchmark. Convert PDFs to CSV, Excel, QuickBooks, or Xero.
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
SG
Pricing model
Paid
Freemium
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.
Not given
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
Convert PDF bank statements to CSV
Convert PDF bank statements to Excel (XLSX)
Convert PDF bank statements to QuickBooks (QBO)
REST API with structured JSON output
Dual-engine processing: deterministic rules + AI validation
99.9% accuracy with audit-ready verification
Support for 398+ banks across 46 countries
Support for 15 languages
Bulk bank statement processing
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
Financial Memory feature allowing queries across all converted statements through Claude, ChatGPT, or API
Solopreneur-built by fintech founder with direct customer support
Optioneer
Bankstatemently