IN THE FIELD GUIDE

Optioneer

optioneer.io

Optioneer is a software platform for tracking options portfolios, understanding profit and loss (P&L) and Greeks, finding trading opportunities, testing trades against actual portfolios, and managing positions. It supports multi-leg strategies, portfolio analytics, and integrates with brokerages for read-only synchronization.

THE PRODUCT, BEYOND THE PITCH

Editorially reviewed · Sources checked Oct 10, 2026

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A good fit for

Options traders who currently track trades in spreadsheets and want a clearer, automated portfolio management tool.
Retail traders who want to analyze their own realized trade history by strategy and underlying.

Know the limitations

Designed primarily for US-listed stocks and options; instrument and market-data coverage can vary.
Broker Sync is read-only and requires active paid Premium; it is not included during the trial.

What you can do

Track and manage options portfolios including multi-leg strategies and the Wheel lifecycle.
Analyze portfolio performance and Greeks to understand exposure and realized/unrealized P&L.

Features

Track stocks, options, multi-leg strategies, and the full Wheel lifecycle in one portfolio.
Automatic calculation of Greeks such as Delta, Gamma, Theta, and Vega.
Scenario Lab to test hypothetical trades against the actual portfolio without changing real positions.
Roll Assistant to compare eligible roll candidates using current option-chain data with transparent filtering and sorting.
Your Edge feature to analyze realized results by strategy and underlying from recorded portfolio history.

Integrations

Not confirmed yet.

Platforms & data export

Not confirmed yet.

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

PeopleBillingCurrencyPrices are shown as published. No exchange rates are applied.Monthly usage per toolApplies to each tool’s own unit. Leave at 0 for subscription cost only.

Known monthly subtotal

$0.00/month

1 of 1 tools could not be priced with these inputs, so this is not the full cost.

Plan costs based on your requirements
Tool / plan	Monthly	Per year	What this assumes
Optioneer	No pricing recorded yet. Check the official site, or ask the owner to add it.

A practical workflow

Add trades manually, import CSV activity, or use read-only Broker Sync with paid Premium to build the portfolio.
Track stock and option legs as single-leg, multi-leg, Wheel, or custom strategies instead of isolated contracts.
Review unrealized and realized P&L, allocation, and Greeks to understand portfolio exposure.
Use Your Edge to compare strategies and underlyings that have contributed to realized results.
Use Scenario Lab to test hypothetical trades against the portfolio before placing them.

Based on the sources below. Editorial review does not imply hands-on product testing.

Alternatives to explore

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What changed

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