Find your edge.
Two plans built for serious options traders. Active traders start with the Analyst active toolkit, and level up to Investor for the full options portfolio management. Layer on the Client Experience when you're ready for personalized trade advice.
Analyst
Most PopularThe complete active trading toolkit. Every Edge Screener, every analytics view, every execution tool — unlocked.
$79/mo
or $799/yr Save 15%
Edge Screeners
Daily-ranked opportunities across the options universe.
- Expensive Calls — covered call & overwrite candidates
- Expensive Puts — premium-selling entry points
- Premium Condors — iron condors ranked by quality
- Opportunity Screener — cross-strategy daily edge
Trading Tools
Execute and manage positions with precision.
- Trade Journal — live marks & PnL tracking
- Strike Finder — navigate option chains fast
- Vol Forecast — forward IV & HV surface
Analytics
See market structure clearly, in real time.
- Vol Cockpit — live volatility dashboard
- Volatility Smile — skew & smile across expiries
- Dispersion — index vs single-stock vol
- Indicator Chart — custom technical overlays
Investor
Best ValueEverything in Analyst (Edge Screeners + Trading Tools + Analytics) plus the full Strategy Laboratory for building, backtesting, and operating long-term option strategies.
$149/mo
or $1,199/yr Save 33%
Core Portfolio Strategies
Build, backtest, and operate long-term option strategies with institutional-grade infrastructure.
Active Overlays
Portfolio signals for active opportunity capture and risk management.
Stock Intel
Generate research briefs on stocks with different focuses and strategy lenses
- Proprietary Vol Context
- Live Evidence Layer
- Price Path and Momentum
Client Experience
Not just tools — real advisory. Layer personalized guidance on top of your Analyst or Investor membership.
+$99/mo
requires Analyst or Investor
Real Advice
A fiduciary relationship centered on how you manage risk.
- Personalized recommendations tailored to you
- Three Tier Risk Assessment
- Fiduciary advisory relationship
Daily Trading Opportunities
Actionable cues where you already work in the platform.
- Trade Advice tab in screeners
- Roll & close notifications
Portfolio Guidance
Stay aligned as markets and allocations shift.
- Allocation recommendations
- Rebalance tools
Apply starts the risk assessment. Learn more about the full Client experience.
Frequently Asked Questions
What's the difference between Analyst and Investor?
Analyst is the active trading toolkit — every Edge Screener, every Trading Tool, and every Analytics view, refreshed daily. It's built for traders who want to find and execute opportunities right now.
Investor includes everything in Analyst plus the Strategy Laboratory: Core Portfolio Strategies (SkewPreme, HedgeRoll, DistroYield), Active Overlays (LeadLag, RiskBeacon, Composite Strategies), and Stock Intel (proprietary vol context, live evidence layer, price path and momentum). It's built for systematic, long-horizon strategy work.
What is Client Experience?
Client Experience is an optional add-on that layers a fiduciary advisory relationship on top of your Analyst or Investor plan. After completing a risk assessment and signing an advisory agreement, you receive personalized recommendations, allocation guidance and rebalance tooling, Trade Advice inside screeners, roll & close notifications — real financial advice, not just data.
Is there a free trial?
Yes. Both Analyst and Investor include a 7-day free trial. Try either plan risk-free before your subscription begins. Cancel anytime during the trial and you won't be charged.
Can I upgrade or downgrade my plan?
Yes. You can change your plan at any time. Upgrades take effect immediately so you get instant access; downgrades take effect at the start of your next billing cycle.
What payment methods do you accept?
All major credit cards, processed securely through Stripe.
Ready to find your edge?
Start your 7-day free trial today — or explore the signals first.