| What it does | Portfolio analytics platform for quantitative investors
| Web-based options research platform for scanning watchlists, comparing contracts and modeling strategies
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Freemium
| Paid
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| Pricing | Starter: free ($0/month); Plus: $15/month; Pro: $50/month. Starter includes 5 portfolios, 10 assets per portfolio, 3 portfolio optimizations a day, and 25 watchlist items. Plus adds 25 portfolios, 25 assets per portfolio, 50 optimizations a day, and 50 watchlist items. Pro includes unlimited portfol
| Visualizer: $10 USD/month or $100 USD/year; Pro: $30 USD/month or $300 USD/year; All Access: $50 USD/month or $500 USD/year. Seven-day All Access trial available with card required.
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| Key features | - 3,400+ stocks and ETFs tracked
- 20+ risk metrics including Sharpe, Sortino, max drawdown, beta, and alpha
- Up to 5 years of historical price data
- Daily data refresh
- Portfolio screener
- Public portfolio sharing and community browsing
- Portfolio comparison side by side
- Asset correlation analysis
- AI assistant integration via MCP server
| - Live options strategy visualizer with payoff modeling across price and time
- Options Yield Matrix for comparing contracts by monthly yield, breakeven and probability
- Short Options Scanner for cash-secured puts and covered calls
- Advanced Strategy Scanner for multi-leg option structures
- Auto-calibration to update strike targets based on market levels
- Trade journal with thesis, fills, adjustments, rolls and outcome tracking
- AI Analyst for questioning assumptions and comparing setups
- Live ThetaData market data with streaming updates
- Portfolio view with profitability and campaign history
- Learning Hub with lessons on strategies and risk management
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| What makes it different | - Institutional-grade metrics accessible to all investors at no cost
- Fast and unified dashboard combining multiple portfolio analysis tools in one place
- Community-driven insights from public user portfolios
- Daily updated data with no subscription required to view core features
| - Connected workflow from watchlist scanning through trade completion in one platform instead of multiple disconnected tools
- Monthly Yield % metric that standardizes returns across different expiries and strikes for easier comparison
- Auto-calibration to keep strike targets current with market positioning instead of manual updates
- Built by a trader for traders, starting with one core problem to solve
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 20 ▲ +1 (up) since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 9 | 0 |
| Citation Flow (Majestic) | 25 | 11 |
| Referring domains (Majestic) | 33 | 1 |