Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
AI-enabled sales and product platform for life insurance and pensions
Stage
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Founded
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2023
Based in
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DE
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
AI co-pilot assistant for human advisors to automate admin tasks
Omnichannel customer activation across voice, chat, mobile and web
Seamless handover from digital to advisor with context
Rapid product launch in 4-6 weeks
Customer profiling in 3 minutes
Compliance orchestration layer
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
Up to 65% efficiency gain with AI financial advisor
BaFin-licensed and regulated asset manager
German pension reform expertise with AVD and Riester migration
Optioneer
Xaver