Optioneer Pricing: Cost and Pricing plans

Optioneer Pricing

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Pricing Insights for Financial Analysis Software

The Average Cost of a basic Financial Analysis Software plan is $40 per month.
Optioneer pricing starts at $19/month, which is 53% lower than similar services.
41% of Financial Analysis Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 21% offer a Freemium Model Allows users to access basic features at no cost..

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Premium $150.00 $19.00 per user / month

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Optioneer FAQs

What makes Optioneer unique?

Optioneer combines accurate options trade tracking with practical portfolio-level analytics in a clean, modern interface.
Supports 19 options strategies, with automatic P&L and Greeks calculations across positions and portfolios.
Includes screeners and trade discovery tools to help traders identify potential opportunities.
Available on web and Android, with iOS coming soon.
Offers read-only broker sync to keep portfolios updated with less manual work.

How would you describe the primary audience of Optioneer?

Self-directed retail options traders who want a better way to track and understand their portfolios.
Income-focused traders using covered calls, cash-secured puts and the Wheel strategy.
Traders using spreads, iron condors, strangles and other multi-leg strategies.
Traders looking for screeners and discovery tools to identify potential options opportunities.
Users who want to move away from spreadsheets and fragmented broker tools toward one dedicated options platform.

Who are some of the biggest customers of Optioneer?

Optioneer is a B2C product for individual retail traders, rather than an enterprise SaaS dependent on a few large customers.
There are currently no individual customers that represent a significant concentration of revenue.
Paying users are primarily self-directed options traders using strategies such as covered calls, cash-secured puts, the Wheel and multi-leg spreads.
This gives the business a diversified subscription model rather than reliance on one or two major accounts.

How much does Optioneer cost?

The pricing for Optioneer starts at $19.0 per user per month. Optioneer has a single plan:

Premium at $19.00 per user per month.

Learn more about Optioneer pricing.

Does Optioneer offer a free plan?

No, Optioneer does not offer a free plan.

Learn more about Optioneer pricing.

Compare Optioneer Pricing Against Competitors

Product Name	Starting Price ($)	Billed	Unit	Free Trial	Learn More
Optioneer	150	per month	per user		Optioneer Pricing
TradingView	12.95	per month	-	+	TradingView Pricing
Blox	-	-	-	-	Blox Pricing
Koyfin	39	per month	-	+	Koyfin Pricing
Countercyclical	80	per month	per user	+	Countercyclical Pricing
eMoney	-	-	-	+	eMoney Pricing
AllInvestView	-	-	-	+	AllInvestView Pricing
Fathom	39	per month	-	+	Fathom Pricing
Finergia	-	-	-	+	Finergia Pricing
Tangent Works	1500	-	-	+	Tangent Works Pricing

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Optioneer Features

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Financial Analysis Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

68%

Performance Analytics

Helps to predict the future performance of a business using Key Performance Indicators (KPI) and other Metrics

KPI & 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 unit

Market Analysis

Helps to measure your industry status in the overall market using quantitative and qualitative data points

Industry Analysis

Helps to assess the business position against competitors and gain competitive dynamics of an industry

Risk Assessment

Helps to analyze the potential risk factors that cause harm to the business

Cash flow Forecasting

Helps to measure the financial position of an entity in the future using cash in and cash out of a business

Investment Portfolio Management Features

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Transaction Management (Trade)

Trade capture, recording, and reconciliation

ESG Scoring

Track investments by ESG compliance

Tax Optimization Tools

Tools that help in tax-loss harvesting, capital gains planning

Investor Reporting

Provides statements, dashboards, and tax reports

Market Integration

Provides real-time market data, broker feeds

Risk Management Tools

Helps in VaR, volatility, Sharpe ratio, and exposure analysis

Multi-Asset Class Support

Manage Stocks, bonds, mutual funds, ETFs, and alternatives

Performance Analytics (Asset)

ROI, IRR, time-weighted returns, benchmark comparisons

Portfolio Tracking

Helps in real-time monitoring of assets, holdings, and allocations

Compliance 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 outcomes

Accounting Integration

Enables efficient recording of financial transactions and seamless sharing of financial data, allowing for automated integration between business systems and accounting software. This optimizes workflows, reduces errors, and ensures real-time accuracy in financial operations.

Analytics Platforms Features

Mobile & 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 opportunities

Personal Finance Features

Transaction History

Allows to verify or check all your historical transactions anytime

Financial Dashboard

All in one dashboard that presents the financial performance.

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Investment Monitoring

Monitors the performance of savings and investments

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Property 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 report

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Expense Groups

Allows to categorize or group the transactions with common attributes

Budgeting

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 due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Reports

Comes with reporting capabilities and features custom pre-built reports

Multi-Currency

Enables payment and collection in multiple currencies.

Optioneer Pricing

Pricing Insights for Financial Analysis Software

Optioneer FAQs

Compare Optioneer Pricing Against Competitors

Free Software Alternatives to Optioneer

Optioneer Alternatives

Optioneer Features

Financial Analysis Features

Investment Portfolio Management Features

Analytics Platforms Features

Personal Finance Features

FTC Disclosure

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