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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
Scanner timing recommendations (DTE + OTM)
10 / 10
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Choose your plan
Start on Free. Upgrade to connect your live portfolio.
Sign in or create an account to start your 14‑day free trial.
Free
Explore with demo data.
Cancel anytime | 14‑day free trial
- Demo portfolio with sample positions and strategy simulations
- Manual CSV upload for portfolio analytics
- Chrome extension for quick portfolio snapshots
Starter
Connect your live portfolio.
Cancel anytime | 14‑day free trial
- Broker auto-sync with daily refresh (35+ supported brokers)
- Unlimited single‑stock covered call and cash‑secured put scans
- Portfolio Scanner for comprehensive recommendations
- CSV export of scan results and portfolio data
Pro
Most PopularFind higher‑yield setups across symbols and backtest the full wheel.
Cancel anytime | 14‑day free trial
- Everything in Starter
- Multi‑stock covered call and cash‑secured put scans
- Strategy backtesting for covered calls and puts
- Full wheel backtesting with buy‑and‑hold comparison
- AI Portfolio Scanner for advanced recommendations
- Real‑time portfolio alerts and notifications
- MCP Portfolio access - let your AI agent see what you see and help you with your trading decisions
Alpha
Build the product with me.
Cancel anytime | 14‑day free trial
- Everything in Pro
- Priority email support with direct team access
- Direct roadmap input — your feature requests get built first
Compare tiers
Pick the plan that matches your workflow.
| Feature | Free | Starter | Pro | Alpha |
|---|---|---|---|---|
| Portfolio analytics (CSV upload) | Included | Included | Included | Included |
| Broker auto-sync (35+ supported brokers) | — | Included | Included | Included |
| Chrome extension portfolio snapshots | Included | Included | Included | Included |
| Single‑symbol covered call & put scans | — | Included | Included | Included |
| Portfolio Scanner | — | Included | Included | Included |
| Multi‑symbol scans | — | — | Included | Included |
| Wheel backtesting + buy & hold benchmark | — | — | Included | Included |
| AI Portfolio Scanner | — | — | Included | Included |
| Portfolio alerts | — | — | Included | Included |
| MCP connector — AI agent portfolio access | — | — | Included | Included |
| Priority support + direct roadmap input | — | — | — | Included |
"The wheel backtester saved me hours of spreadsheet work. I found a 25% annualized return setup in minutes."
— Alex M., Individual Investor
"Connecting my broker 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.
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. Contact us via our contact page.
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