Options portfolio tracker for tracking, understanding, finding, testing, and managing positions
Stage
Established
Not given
Founded
2003
Not given
Based in
US
Not given
Pricing model
Paid
Paid
Pricing
Two subscription tiers: Standard at $1,068/year ($89/month) or Premium at $2,136/year ($178/month) with monthly billing options available.
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.
Key features
Real-Time Stock Races
Dynamic Top List
Streaming Alerts
AI Trading Signals
Picture-in-Picture Charting
Simulated Trading
Virtual Trading Assistant Holly
Money Machine AI
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
What makes it different
Real-time scanning that monitors every stock and ETF trade
AI-powered trading signals that modify daily based on backtested data
All software developed in the USA by internal development team
22 years of customized server-based technology designed for real-time data
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
Trade Ideas
Optioneer