| What it does | Options 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.
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Paid
| Freemium
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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.
| 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.
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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
| - 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
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| 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
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 25 ● no change since last check | 40 ▼ −4 (down) since last check |
| Trust Flow (Majestic) | 20 | 3 |
| Citation Flow (Majestic) | 12 | 25 |
| Referring domains (Majestic) | 74 | 19 |