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Optioneer vs GetESAPaid

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Optioneer compared with GetESAPaid
DetailOptioneer logo OptioneerGetESAPaid logo GetESAPaid
What it doesOptions portfolio tracker for tracking, understanding, finding, testing, and managing positions ESA invoices that don't bounce: register as a vendor, send itemized, audit-ready invoices and track payouts.
StageNot given Not given
FoundedNot given Not given
Based inNot given US
Pricing modelPaid Freemium
Pricing7-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: invoice generator, rejection checker, expense checker, vendor application checklist. Paid: $39/month or $390/year ($32.50/mo, about two months free), includes invoicing, records, credential vault, payout tracking, tax pack, vendor directory listing, cancel anytime.
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
  • Guided per-state vendor registration for 17 ESA programs
  • Itemized invoices built with source-linked program rules and requirements
  • Pre-submission invoice rejection checker flagging missing fields
  • Audit-ready records binder per student with invoices and service logs
  • Payout tracking across ClassWallet, Odyssey and Step Up For Students
  • Credential vault with expiry reminders
  • Tax pack year-end CSV and PDF of ESA income
  • Public vendor directory listing
  • Reconciliation import matching bank deposits to invoices
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
  • Covers 17 active ESA state programs with program-specific rules in one platform
  • Pre-checks invoices against each state's exact required fields before submission
  • Free invoice generator and rejection checker with no signup required
Free planNot given Not given
Open sourceNot given Not given
PlatformsNot given Not given
Public APINot given Not given
Community votes00
DR (Domain Rating by Ahrefs)25 no change since last check40 −4 (down) since last check
Trust Flow (Majestic)203
Citation Flow (Majestic)1225
Referring domains (Majestic)7419

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