Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Escrow-backed payment protection and AI dispute resolution for freelancers and businesses
Stage
Not given
Startup
Founded
Not given
2026
Based in
Not given
GB
Pricing model
Paid
Freemium
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.
1% platform fee per side (1% to the business and 1% to the professional); fees waived to 0% for LinkedIn Verified Partners on their own side
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
Funds held in escrow before work begins
Milestone-by-milestone payment release after review
3-day approval window with automatic release
AI-powered dispute resolution in minutes
Support for multiple payment methods
LinkedIn Verified Partner fee waiver program
Human escalation for disputed cases
Identity verification and KYC/KYB
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
Guaranteed pay for professionals with escrow-backed protection
Guaranteed delivery for businesses with milestone reviews
AI dispute resolution resolves conflicts in minutes
Optioneer
GigShield.ai