Options trading workspace for analyzing, automating, and managing trades across 15+ brokers
AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Stage
Startup
Not given
Founded
2025
Not given
Based in
Not given
US
Pricing model
Free trial
Freemium
Pricing
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.
Lite: $12.50/month (billed annually at $150/year) or $15/month; Premium: $25/month (billed annually at $300/year) or $30/month. Both include 7-day free trial.
Key features
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
Plaid auto-sync with 2,400+ financial institutions on Premium
CSV and screenshot import on all plans
Real-time stock analytics and live market data
Portfolio diversification tool with allocation visualization
Automated trade tracking and logging
AI portfolio analysis based on risk profile and market conditions
Support for multiple portfolios
Trade suggestions with confidence levels and rationale
Global markets support including crypto, stocks, ETFs, and mutual funds
What makes it different
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
Code computes every price and date; AI only writes descriptions that pass validation checks
Charts updated for completed daily sessions only, not in-progress trading
Bank-grade AES-256 encryption with no credentials stored
Separate AI analysis for each time range on desktop; mobile shows essential levels only
Webhook-driven real-time sync with Plaid, read-only access to holdings
QuantWheel
Portfolio Genius