Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Independent currency management for international businesses
Stage
Not given
Established
Founded
Not given
2021
Based in
Not given
GB
Pricing model
Paid
Contact for pricing
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.
Not given
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
Currency accounts for multi-currency management
International payment facilitation
Forward contracts and FX hedging
FX risk management with forwards and options
Online platform for currency management
Dedicated specialist support team
Credit facilities for hedging
Accounting integrations
FX performance reporting
Safeguarded funds and secure settlement
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
Independent firm prioritizing client interests over transaction volume
Transparent pricing and clear fee structures
Strategic approach with experienced specialists, not transaction optimization
Boutique service with access to global partners and scale
Leadership-level access and dedicated relationship managers
Optioneer
Oku Markets