Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Daily reconciliation of Stripe against who actually has access in your app
Stage
Not given
Startup
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Paid
Not given
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.
Leak report: free one-time reconciliation. Solo: $19/month for 1 app with daily checks and alert emails. Multi-app: $49/month for up to 5 apps with daily checks and alerts.
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
Daily reconciliation checks across multiple apps
Supports Lovable, Bolt, Cursor and Supabase apps
Encrypted key storage with AES-256-GCM
Calculates revenue at risk for each issue
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
Read-only by design with no ability to write, refund or charge
Catches revenue-threatening issues AI-generated billing code typically misses
Minimal data exposure via email, plan and active status only
Optioneer