Portfolio analytics for self-directed US investors
Volatility data and research tools powered by a market-maker-grade fitting and pricing engine
Stage
Not given
Not given
Founded
Not given
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Based in
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US
Pricing model
Free
Freemium
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.
Free sample plan with no card required. Retail subscription available for individual personal use in the United States with daily limits on API credits. Institutional plans available at contact pricing for any business use with annual licenses invoiced monthly via ACH or wire. Higher-frequency data
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
Fitted volatility surfaces with bid-ask-weighted curves across every expiration
Accounts for American-style options with early exercise, discrete dividends, and implied borrow rates
One-minute granularity historical data across 140+ symbols spanning 10 years
Realized volatility calculations from 385 intraday returns per day
Tradune
OptionSpace