| What it does | Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
| Interactive Brokers options desk for day traders and scalpers
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| Stage | Established
| Not given
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| Founded | Not given
| Not given
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| Based in | GB
| CA
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| Pricing model | Not given
| Free trial
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| Pricing | Not given
| 7-day free trial, then $40 per month billed monthly or $400 per year billed once a year. Monthly plan saves $80 versus yearly; yearly plan is equivalent to 10 months.
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| Key features | - Accurate Money-Weighted Rate of Return (MWRR) calculation
- Automated dividend and corporate action tracking
- Multi-portfolio support
- Global market and currency support
- Portfolio benchmarking
- Performance, trade, and dividend reports
- Diversity report and rebalancing tools
- Cash account tracking
- Export and import trades as CSV
- Portfolio sharing and collaboration
| - Multi-symbol options chains with ITM, ATM, and OTM strikes in one table
- One-click market, mid, and close orders
- Automated take profit and stop loss while connected
- Live unrealized P&L updates
- Customizable layout with column resizing and hiding
- Futures options support (ES, MES, NQ, MNQ, RTY, CL, GC)
- Four themes including Terminal quiet desk mode
- Windows, macOS, and Linux support
- Direct connection to TWS or IB Gateway with credentials staying local
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| What makes it different | - True performance calculation using Money-Weighted Rate of Return like Warren Buffett and pension funds
- Covers 250,000+ financial instruments across 80+ global exchanges
- Unbiased analysis without broker incentives or financial influence
- Automatic tracking of dividends, mergers, spin-offs, and corporate restructuring
- Web and mobile access without app store downloads
| - Reduces TWS clicks from seven steps to three moves for options execution
- Paper trading and live trading use the same desk with no extra setup
- No order batching or extra confirmation steps inside the app
- Preset position sizes per symbol with one-click bulk adjustments
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 24 ● no change since last check | 4 ● no change since last check |
| Trust Flow (Majestic) | 4 | 3 |
| Citation Flow (Majestic) | 21 | 25 |
| Referring domains (Majestic) | 25 | 49 |