Try in 60 seconds
Jump into a demo portfolio with sample positions, trades, and strategy simulations.
See what you get
Coverage, income tracking, and strategy simulations.
Portfolio Scanner: AI-powered execution plans
1 / 10
Smart trade recommendations for your holdings
2 / 10
Complete portfolio overview + expiring positions
3 / 10
IBKR auto-sync + portfolio overview
4 / 10
Visual income breakdown by source
5 / 10
Wheel trade tracking + history
6 / 10
Wheel backtests vs buy & hold
7 / 10
Analytics (income, DTE/OTM, performance)
8 / 10
Coverage analyzer (calls + CSP coverage)
9 / 10
Roll decisions made clear
10 / 10
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Choose your plan
Start on Free. Upgrade anytime for multi‑symbol scans and wheel backtests.
Sign in or create an account to start your 14-day free trial.
Free
Review your portfolio, trades and see how covered you are.
Cancel anytime | 14‑day free trial
- Chrome extension for quick portfolio snapshots to see coverage on puts and calls
- Portfolio analytics from Interactive Brokers CSV & Live.
- Mac desktop app for portfolio review and trade analysis (using IB Gateway).
Starter
Validate covered call and put income on your portfolio — fast.
Cancel anytime | 14‑day free trial
- Single‑stock covered call and cash‑secured put scans
- Portfolio analytics from Interactive Brokers CSV & Live.
- Portfolio Scanner for comprehensive recommendations based on your portfolios and watchlists.
Pro
Most PopularFind higher‑yield setups across symbols and backtest the full wheel.
Cancel anytime | 14‑day free trial
- Multi‑stock covered call and cash‑secured put scans
- Strategy backtesting for covered calls and puts.
- Full wheel backtesting with buy‑and‑hold comparison.
- Portfolio analytics from Interactive Brokers CSV & Live.
- AI Portfolio Scanner for comprehensive recommendations based on your portfolios and watchlists.
Compare tiers
Pick the plan that matches your workflow.
| Feature | Free | Starter | Pro | Alpha |
|---|---|---|---|---|
| Portfolio analytics (CSV upload & Live) | Included | Included | Included | |
| Chrome extension portfolio snapshots | Included | Included | Included | |
| Single‑symbol covered call & put scans (prior close) | — | Included | Included | |
| Multi‑symbol scans | — | — | Included | |
| Wheel backtesting + buy & hold benchmark | — | — | Included |
"The wheel backtester saved me hours of spreadsheet work. I found a 25% annualized return setup in minutes."
— Alex M., Individual Investor
"Connecting IBKR and seeing my portfolio's true income potential was a game changer."
— Sarah K., Active Trader
Frequently asked questions
Have a different question? Reach out to our team at [email protected].
Can I change plans?▶
Yes. Upgrade or downgrade anytime — charges prorated automatically.
Quarterly or annual billing?▶
Monthly and annual across all tiers. Annual saves 20–30%.
Invite teammates?▶
Pro and Alpha include seat sharing. Need more seats or SSO? Contact us.
Custom/enterprise?▶
We tailor seats, security, and data residency for desks and enterprises. Email [email protected].
Ready to try it on your portfolio?
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