>_ Thetaedge
portfolio-aware options analysis platform that connects to your brokerage in read-only mode, reads your holdings and cost basis, and computes covered call opportunities, protective strategies, roll management, and portfolio greeks. includes thetix, an ai assistant that answers portfolio questions using live market data and your actual positions. supports 80+ brokerages.
best for
self-directed investors with equity portfolios who want structured covered-call analysis without manual spreadsheet work.
typical workflow position
research→monitoring
key featureConnects to your brokerage, reads your holdings, and continuously computes the income opportunities.
asset classEquities
pricing$$$
modelsubscription
added1mo ago
upvotes0
viaweb
instrumentsStocks, Options
regionsNorth America
audienceretail
user baseRetail
pricing
verified Jun 2026
14-day free trial$0
Monthly$99/mo
Yearly$950/yr
related tools
all Thetaedge alternatives →- Quantcha— Provides options trade search, screening, analysis, portfolio management, and proprietary options data through a web platform and API.
- Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.