Choose Optioneer
Choose Optioneer if your starting point is your real portfolio and you want tracking, portfolio exposure, idea discovery, scenario testing, and roll comparison to stay connected.
Optioneer comparison
Optioneer vs OptionStrat: portfolio workflow or strategy visualizer?
OptionStrat is strongest when you want to model and optimize an options setup. Optioneer is built to connect the positions you already own with P/L, Greeks, Discovery, Scenario Lab, and position management.
Card required. Broker Sync requires active paid Premium and is not available during the trial. Set up positions with manual or supported CSV import or review the tested IBKR Broker Sync requirements.
Competitor information last checked:
Quick decision
Which product fits your main job?
Start with the outcome you need most. These tools overlap, but they are not organized around the same problem.
Choose OptionStrat
Choose OptionStrat if your main job is visualizing payoffs, exploring strategy templates, optimizing a setup, or following unusual options flow.
Feature comparison
What each tool helps you do
Source icons open the official competitor page supporting each claim.
Primary job
Payoff modeling
Position context
Finding ideas
Ongoing portfolio intake
Mobile use
Workflow comparison
Two different starting points for an options decision
The biggest difference is not a checkbox. It is whether the workflow begins with a modeled trade or with the portfolio that trade may join.
1
Optioneer
Find or shape the idea
Use Discovery and Saved Screens, or build a payoff in the Options Calculator.
2
Optioneer
Test the risk
Use Scenario Lab to estimate how the hypothetical trade changes portfolio cash, concentration, and Greeks.
3
Optioneer
Follow the outcome
Record or sync the position, follow portfolio P/L and Greeks, then use Your Edge and Roll Assistant where applicable.
Optioneer product example
See the portfolio baseline behind an Optioneer scenario
Scenario Lab starts from the portfolio you select. These safe demo captures show the tracked exposure and position-level Greeks that provide that context; values are illustrative, not performance claims.
Product strengths
Where the products differ
Where Optioneer stands out
- Portfolio-aware scenariosScenario Lab evaluates a hypothetical setup in the context of the portfolio you select.
- Connected portfolio analyticsP/L, activity, portfolio Greeks, and Your Edge are built around recorded positions.
- Position managementRoll Assistant compares eligible replacement contracts without recommending or executing a trade.
Where OptionStrat stands out
Pricing comparison
Compare the subscription and what it is for
Prices are snapshots from the linked official pricing pages. Taxes, promotions, market-data rules, app-store pricing, and plan details can change.
Optioneer Premium
US$19/month or US$150/year
- Monthly plan: US$19, billed monthly
- Annual plan: US$150, paid annually (US$12.50/month equivalent)
- 7-day Premium trial; payment card required
- Broker Sync is not available during the trial and requires active paid Premium
OptionStrat
Free; Live Tools US$39.99/month; Live Flow US$99.99/month
- Free tier includes delayed data and limited feature access
- Live Tools: US$39.99 on the monthly billing view
- Live Flow: US$99.99 on the monthly billing view
- An annual option advertises 12% savings; the reviewed page did not expose an exact annual total
Monthly-to-monthly, Optioneer Premium is US$19 and OptionStrat Live Tools is US$39.99. Annual Optioneer pricing is shown separately because the reviewed OptionStrat page did not expose an exact annual total.
Frequently asked questions
Questions about Optioneer and OptionStrat
What can I test during the Optioneer trial?+
The 7-day Premium trial includes manual and supported CSV portfolio setup, Discovery, Saved Screens, portfolio analytics, Scenario Lab, and other Premium tools. A payment card is required. Broker Sync is not available until the subscription becomes active paid Premium.
Is Optioneer an OptionStrat replacement?+
Not for every use case. OptionStrat centers visual strategy modeling, optimization, and options flow. Optioneer instead connects modeled ideas to a tracked portfolio, Scenario Lab, Your Edge, and ongoing position workflows.
Do both products calculate options payoffs?+
Yes, with different emphasis. OptionStrat makes interactive strategy visualization a central product experience. Optioneer offers a public Options Calculator and adds portfolio-aware hypothetical testing in Scenario Lab.
How do the mobile products compare?+
Both products have iOS and Android apps. OptionStrat documents calculator/visualizer, optimizer, and flow functionality in its mobile app. Optioneer extends its tracked portfolio workflow to native mobile; feature availability can still differ by platform.
How do I bring positions into Optioneer?+
Enter them manually, import supported CSV activity, or use eligible read-only Broker Sync after the trial with active paid Premium. IBKR is the currently tested brokerage. This page does not promise direct migration from OptionStrat saved trades.
Which product is better for unusual options flow?+
OptionStrat. Its official feature and membership pages describe dedicated options-flow feeds, filters, alerts, and performance tracking. Optioneer Discovery is a strategy screener, not a live unusual-flow feed.
Official competitor sources
We use first-party product and pricing pages and date the review so claims can be rechecked.
Competitor information last checked:
Try the Optioneer workflow
See the portfolio side of the decision
Try the workflow that connects positions, P/L, Greeks, Discovery, Scenario Lab, Your Edge, and eligible rolls.
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