Core covers portfolio health, cash, concentration, leverage, stress, and imports. Add the Options module for assignment, expiration, lifecycle, quote freshness, and Idea Check.
Start with manual reconciliation, automate IBKR sync in Core Pro, or use one all-module Power plan.
The add-on requires Core. Power already includes Options and the advanced review surface.
Prices are recurring monthly prices in USD. Applicable taxes are calculated from billing information before payment. Subscriptions renew automatically until cancelled. The Options module is billed separately and requires an active Core plan. A new Options subscription aligns its renewal date to Core, so Stripe may prorate the first charge. If Core ends first, the service requests cancellation of the dependent Options subscription to stop future renewals.
Stripe Checkout shows the final total and requires acceptance of the Terms of Service. Review the Privacy Notice, Risk Disclosure, and Cancellation and Withdrawal before subscribing.