Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Specialist finance brokerage arranging UK-wide bridging loans, development finance and buy-to-let mortgages
Stage
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Established
Founded
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Based in
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GB
Pricing model
Paid
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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
Bridging loans across Scotland and the UK
Property development finance with up to 100% funding assessment
Below market value bridging finance
Buy refurbish refinance rent (BRRR) finance
Property auction finance
Limited company buy-to-let mortgages
Build to rent development finance
Development exit finance
Free viability calculator for developers and investors
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
Over 30 years of experience in property finance
Tailored solutions built around specific project needs
Optioneer
Evolve Finance