What is Optioneer used for?

Optioneer is an options portfolio tracker for retail traders covering P&L, Greeks, Wheel cycles, alerts, screeners and scenario testing on web and mobile. It is a good fit for retail options traders leaving spreadsheets, running the Wheel strategy and tracking cycles, and testing a trade's effect on portfolio exposure.

How much does Optioneer cost?

Paid plans for Optioneer start at $19 per month, and there is no free plan. A free trial is available.

Is Optioneer open source?

No. Optioneer is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Ghostfolio, Wealthfolio and Rotki.

What are some alternatives to Optioneer?

Other SaaS products in the Finance & Accounting category include ApexVol, TradeTally and Traqcker.

Optioneer: features, pricing and alternatives

About Optioneer

Optioneer replaces options-tracking spreadsheets with a dedicated portfolio tracker. One portfolio can hold stocks, options, multi-leg strategies and complete Wheel cycles, and trades are entered manually or importing a CSV. Read-only broker sync is available with active paid Premium. The dashboard shows portfolio P&L, split into unrealized and realized, along with Greeks calculated automatically.

It is organized around a track, understand, find, test and manage workflow. A feature called Your Edge reports realized results by strategy and underlying. Discovery scans more than 2,500 stocks with options filters and keeps up to 50 saved screens, and Scenario Lab tests a hypothetical trade against your real portfolio to estimate the change in Greeks, cash and concentration without altering any position.

Alerts cover expiry, profit targets, stop-loss levels and assignment risk. There are web, iOS and Android apps. The Premium plan comes with a 7-day trial that requires a card but charges nothing today; the chosen subscription begins once the trial ends unless canceled.

Key features

Stocks, options and multi-leg strategy tracking
Wheel lifecycle tracking
Portfolio P&L with Delta, Gamma, Theta, Vega
Manual entry and CSV import
Discovery screener with saved screens
Scenario Lab for hypothetical trades
Expiry, profit-target and assignment-risk alerts

Good fit for

Retail options traders leaving spreadsheets
Running the Wheel strategy and tracking cycles
Testing a trade's effect on portfolio exposure

Tags: options-trading; portfolio-tracker; greeks; wheel-strategy; screener; trading-journal; mobile-app

Optioneer: questions and answers

What is Optioneer used for?: Optioneer is an options portfolio tracker for retail traders covering P&L, Greeks, Wheel cycles, alerts, screeners and scenario testing on web and mobile. It is a good fit for retail options traders leaving spreadsheets, running the Wheel strategy and tracking cycles, and testing a trade's effect on portfolio exposure.
How much does Optioneer cost?: Paid plans for Optioneer start at $19 per month, and there is no free plan. A free trial is available.
Is Optioneer open source?: No. Optioneer is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Ghostfolio, Wealthfolio and Rotki.
What are some alternatives to Optioneer?: Other SaaS products in the Finance & Accounting category include ApexVol, TradeTally and Traqcker.