Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
AI-native Loan Origination System for banks and lenders
Stage
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Founded
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2023
Based in
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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.
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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
AI-powered digital loan application with 3x higher conversion rates
24/7 AI loan assistant responding within 2-3 minutes
Optioneer
Casca