Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
AI-powered B2B payment recovery and receivables management platform
Stage
Not given
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Founded
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Based in
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IN
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.
Free Plan: $0/month with up to 5 active invoices. Professional Plan: $29/month ($999 in India) with unlimited invoices. Business Plan: $99/month ($3,499 in India) with advanced features.
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
Automated WhatsApp and email payment reminders
Payment promise tracking and analytics
AI-powered invoicing with payment links
Digital agreements and e-signatures
Tally and accounting integration
Buyer credit risk scoring
Legal recovery escalation drafts
Dedicated account manager
Custom ERP and API connectors
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
Emaa AI autonomous payment manager that automates multi-stage reminders and tracks payment promises
Eliminates manual follow-ups for faster payment recovery
Financial risk mitigation across global operations
Optioneer
BucksBuddy