Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Patient Access Platform for verifying coverage, estimating costs, and reducing claim denials
Stage
Not given
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Founded
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2023
Based in
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US
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.
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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
Coverage discovery without insurance card
Real-time eligibility verification
Benefits verification with plan-level detail
Network status confirmation
Patient cost estimation
Coverage monitoring and alerts
API-first integration
Configurable workflow tooling
HIPAA compliance and SOC 2 Type II
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
96% verification accuracy
20%+ lift in patient conversion
8x ROI within twelve months
95% of coverage searches return within 17 seconds
Founded by physician and engineer with healthcare expertise
Optioneer
Sohar Health