| What it does | Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
| AI debt collection software that scales teams, sharpens targeting, and outperforms agency-led models
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| Stage | Not given
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| Pricing model | Paid
| Contact for pricing
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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.
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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
| - Collection Intelligence: decisioning, journey design, and optimization for smarter collections
- Specialized AI agents coordinating decisions, conversations, and learning across seven specialist roles
- Omnichannel outreach via voice, SMS, email and chat
- Built-in compliance with FDCPA, TCPA, Reg F, HIPAA, SOC 2 Type II, PCI-DSS, UDAAP, HITECH
- Real-time propensity scoring and account intelligence
- Skip-tracing and contact recovery for unreachable accounts
- Performance coaching and quality management at scale
- Integration with CRMs, dialers, payment systems, and data sources
- Real-time performance insights and analytics
- Pre-call account scrubbing with DNC, bankruptcy, statute of limitations checks
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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
| - AI-native since 2016, a decade of head start on teams retrofitting AI today
- Performance-based contingency models that align incentives
- Compliance built into the core, not bolted on
- End-to-end ownership from integration to performance, fully automated and auditable
- Deep focus on collections recovery, not a generalist platform
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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 |
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| DR (Domain Rating by Ahrefs) | 25 ● no change since last check | 57 ● no change since last check |
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| Trust Flow (Majestic) | 20 | 12 |
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| Citation Flow (Majestic) | 12 | 27 |
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| Referring domains (Majestic) | 74 | 311 |
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Optioneer
Skit.ai