| What it does | Portfolio analytics for self-directed US investors
| Interactive Brokers options desk for day traders and scalpers
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| CA
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| Pricing model | Free
| Free trial
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| Pricing | Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
| 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 | - Money-weighted return (XIRR) calculation on dated cash flows
- Portfolio tracking with FIFO/LIFO/average cost basis
- SEC Form 4 insider filing tracker with cluster detection
- Multi-factor stock screener
- Price and technical alerts via Telegram
- Value-at-Risk (95%), portfolio beta and max drawdown analytics
- Dividend tracker and income forecast
- Tax-loss harvesting identification
- Backtest trading rules on historical data
| - 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 | - Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
- Never asks for brokerage login; import via CSV or enter trades manually
- Published, transparent methodology rather than a black box
- Insider trading insights directly from SEC EDGAR filings linked on every row
- All calculations run in browser with no data transmission to servers
| - 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 |
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| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | 4 ● no change since last check |
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| Trust Flow (Majestic) | 2 | 3 |
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| Citation Flow (Majestic) | 22 | 25 |
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| Referring domains (Majestic) | 15 | 49 |
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Tradune
NeonChainX