Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
EDI compliance for small suppliers at a flat rate
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Paid
Paid
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.
Starter, Growth, Pro, and Business plans starting at $49/month with no per-transaction fees.
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
Visual EDI mapping
Walmart EDI support
SFTP connectivity
AS2 on higher tiers
997 acknowledgments setup
Test and production connections
No per-transaction fees
Support for multiple retailers
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
Optioneer
EDIBridge