Free Plan
Free
For a few stock trades a month
- Automated ImportsAutomatically download transactions from your broker—
- Import StocksImport stocks from your broker files—
- Import OptionsImport options from your broker files—
- Type In Stock TransactionsEnter stock transactions through the UI or command interface (CLI)✓
- Type In Option TransactionsEnter option transactions through the UI or command interface (CLI)—
- Overall Portfolio Yield Calculated DailySee daily overall, portfolio, trade, sub-trade, inner-trade, option rolls yields and more✓
- On Demand Trade Yields Back In Time (As Of Date)What was the combined yield on "this" date?—
- Visual Option RollsVisually see complex option rolls with quantity splits and merges—
- Limited Number of PortfoliosLimited number of portfolios1
- Unlimited # of PortfoliosUnlimited number of portfolios—
- Prior Day Close PricesCalculations are based on prior day close pricing✓
- Real-Time PricesCalculations are based on real-time prices when markets are open—
- Automatically Supports Equity SplitsEquity split corporate actions are fully supported✓
- Automatically Support Options Subject to Equity SplitsExchange driven option splits - which occur during an equity split through broker transactions - are fully supported—
- JournalingEnter journal ideas and reminders✓
- Build and Monitor Thesis and Synthetic TradesPublish and track a thesis—
- Fidelity SupportFidelity Support—
- Interactive Brokers Support—
- Think Or Swim SupportThink Or Swim Support—
- Etrade SupportEtrade Support—
- Robinhood SupportRobinhood Support—
- Webull SupportWebull Support—
- Bring Your Own BrokerWe support several brokers. Fidelity, Think or Swim, Interactive Brokers, E*Trade, Webull. Brokers don't publish their export formats. We will support transaction types from your broker within 1 week of receiving sample export files of those transaction types.—