MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Track and analyze your options portfolio
This profile is currently managed by the official vendor through the SaaSworthy Vendor Portal. Product details, features, pricing, and media assets are maintained directly by the company.
Deep Dive with Clara AI
Optioneer is an options portfolio tracker and analytics platform built for retail traders who want a clearer view of their positions and portfolio. Track stocks and options across 19 strategies, automatically calculate real-time P&L and Greeks, analyze portfolio performance, discover trade opportunities with prebuilt scans, and sync supported brokerage accounts. Optioneer is designed to make options portfolio management simpler without relying on spreadsheets or manually calculating position metrics.
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Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Performance Analytics
Helps to predict the future performance of a business using Key Performance Indicators (KPI) and other MetricsKPI & Metrics
Measures the success rate and monitor the performance metrics that matter most to your business.Divisional Analysis
Helps to track and monitor the performance of your individual business unitMarket Analysis
Helps to measure your industry status in the overall market using quantitative and qualitative data pointsIndustry Analysis
Helps to assess the business position against competitors and gain competitive dynamics of an industryRisk Assessment
Helps to analyze the potential risk factors that cause harm to the businessCash flow Forecasting
Helps to measure the financial position of an entity in the future using cash in and cash out of a businessTransaction Management (Trade)
Trade capture, recording, and reconciliationESG Scoring
Track investments by ESG complianceTax Optimization Tools
Tools that help in tax-loss harvesting, capital gains planningInvestor Reporting
Provides statements, dashboards, and tax reportsMarket Integration
Provides real-time market data, broker feedsRisk Management Tools
Helps in VaR, volatility, Sharpe ratio, and exposure analysisMulti-Asset Class Support
Manage Stocks, bonds, mutual funds, ETFs, and alternativesPerformance Analytics (Asset)
ROI, IRR, time-weighted returns, benchmark comparisonsPortfolio Tracking
Helps in real-time monitoring of assets, holdings, and allocationsCompliance and Regulatory Reporting
Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.Scenario Modeling
Simulates "what-if" scenarios to predict the potential outcomesMobile & Embedded Analytics
Alerts & Notifications
Query & Search Capabilities
Real-Time Analytics
Advanced Analytics
Dashboard & Reporting
Data Visualization
Integration with BI & Data Tools
Scalability & Performance
Collaboration & Sharing
Data Governance & Security
Self-Service Analytics
Data Processing & Transformation
Data Integration & Ingestion
AI-Powered Insights
Leverages machine learning to uncover hidden connections, anomalies, trends, and growth opportunitiesTransaction History
Allows to verify or check all your historical transactions anytimeFinancial Dashboard
All in one dashboard that presents the financial performance.Investment Monitoring
Monitors the performance of savings and investmentsLoan Management
Keeps track all your debts, loans, interests and incorporate in your budgetProperty Management
Track & manage documents, expenses, income, loans, etc related to all rental properties.Tax Reports
Helps to calculate the tax payable on different Income types and prepares a tax reportSpending Limit
Allows to set a spending limit to control overspending and ensures it is in-line to budgetSpend Tracker
Tracks expense and spend patterns to make your finances manageableExpense Groups
Allows to categorize or group the transactions with common attributesBudgeting
Prepares a plan to spend your money by balancing income and expenses.Bills Management
Facility to add manage purchase bills and get reminded if bills are duePayment Gateway
Facilitates payments for bills, membership, donation, etc.Reports
Comes with reporting capabilities and features custom pre-built reportsFree Trial
Not available
No Credit Card Required, Get Started for Free
Premium $150.00 $19.00 per user / month
97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Featured
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Portfolio overview
Wheel Cycle
Options Research
Wheel Timeline
Cash and Exposure
What makes Optioneer unique?
How would you describe the primary audience of Optioneer?
Who are some of the biggest customers of Optioneer?
What is Optioneer used for?
Optioneer is Financial Analysis Software. Optioneer offers the following functionalities:
Learn more about Optioneer features.
What are the top alternatives for Optioneer?
Here`s a list of the best alternatives for Optioneer:
Does Optioneer provide API?
No, Optioneer does not provide API.
Vendor Details
Founded : 2025Contact Details
Not available
https://optioneer.io
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