Portfolio analytics for self-directed US investors
Options trading workspace for analyzing, automating, and managing trades across 15+ brokers
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
Not given
Pricing model
Free
Free trial
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 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.
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
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
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
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
Tradune
QuantWheel