Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Manage your entire phone system online in real time with no servers or maintenance required
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
GB
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 with DID orders; standalone: starting from £0.00 monthly
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
Real-time online management from anywhere
Extension management and configuration
Call routing setup
Voicemail and IVR configuration
Call recording access and download
Secure cloud-based infrastructure
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
Optioneer
Voyced Hosted IPPBX