Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Free invoicing software for Stripe with no monthly or percentage fees
Stage
Not given
Established
Founded
Not given
2015
Based in
Not given
CA
Pricing model
Paid
Free
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.
Free. You only pay Stripe's standard processing fees (2.9% + 30¢ per transaction in the US).
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
Create professional invoices with logo and brand colors
Invoices in 8 languages
Automatic payment processing with card on file
Recurring invoices and subscription billing
AutoPay for instant automatic payments
Support for multiple currencies
API and AI agent integrations
Invoice tracking and payment notifications
Custom fields for sales pages
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
Completely free with no monthly or percentage fees
Payment form embedded directly in invoices for faster checkout
Optioneer
Tallymark