Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
Options trading workspace for analyzing, automating, and managing trades across 15+ brokers
Stage
Established
Startup
Founded
Not given
2025
Based in
GB
Not given
Pricing model
Not given
Free trial
Pricing
Not given
Free trial: $1 for 7 days. After trial: GEX plan $29/month (billed $87 per 3 months), Wheel plan $49/month (billed $147 per 3 months), Quant plan $79/month (billed $237 per 3 months). Free with TradeStation for Quant plan. 14-day money-back guarantee on first full subscription charge.
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
Real-time GEX and Vanna heatmaps by strike and expiration
Options screener with technical, fundamental and GEX filters
Wheel workflow with roll comparison and breakeven tracking
Direct broker integration with order placement from chart
AI assistant explaining market levels and suggesting strategies
Options trading journal with auto-synced trades and cost basis
Copy trading with verified trader alerts
Support for 15+ brokers with read-only and trade-enabled connections
Options flow data for major tickers with premium flow visualization
REST API and AI client integration via Model Context Protocol
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
All-in-one chart combining market analysis, position tracking, and trade execution without switching tools
Real-time GEX and dealer positioning data built into the trading interface
Automatic Wheel workflow tracking with premium collection effects on breakeven
Secure broker connections through provider authorization without sharing passwords
Pro Stock Tracker
QuantWheel