Choose Optioneer
Choose Optioneer if you mainly trade US-listed stocks and options and want a focused portfolio workflow with Wheel tracking, Discovery, Scenario Lab, and eligible roll comparison.
Optioneer comparison
Optioneer vs TradesViz: focused options workflow or broad trading journal?
TradesViz covers more asset classes and its Options Command Center manages open options positions with portfolio Greeks, payoff analysis, and Wheel tracking. Optioneer connects a US stocks-and-options portfolio to Discovery, selected-portfolio scenarios, and eligible roll comparison.
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.
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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 TradesViz
Choose TradesViz if you trade multiple asset classes or need extensive journal customization, simulation, replay, backtesting, behavior analysis, and AI-assisted review.
Feature comparison
What each tool helps you do
Source icons open the official competitor page supporting each claim.
Primary job
Asset coverage
Journal analytics
Options portfolio exposure
Open-position management
Portfolio payoff analysis
Testing and replay
Wheel tracking
Workflow comparison
How each product supports the next portfolio decision
TradesViz combines a configurable journal with an options management dashboard. Optioneer starts from a selected portfolio and carries an idea through screening, scenario testing, and eligible roll comparison.
1
Optioneer
Collect the record
Add trades manually, import supported CSV activity, or use eligible read-only Broker Sync.
2
Optioneer
Analyze performance
Review portfolio P/L and Greeks, then use Your Edge for realized outcomes by strategy and underlying.
3
Optioneer
Prepare the next decision
Use Discovery, Scenario Lab, Wheel Tracker, and Roll Assistant to keep the next decision connected to the portfolio.
Optioneer product example
See Optioneer’s options dashboard and management context
These safe demo captures show the concrete Optioneer views used to inspect a portfolio and an individual position. TradesViz offers its own documented Command Center for comparable management jobs.
Product strengths
Where the products differ
Where Optioneer stands out
- Screen to selected-portfolio scenarioMove a supported Discovery candidate into Scenario Lab and inspect the estimated portfolio change.
- Potential roll comparisonCompare eligible current-chain replacement contracts without a recommendation or automatic execution.
- Selected-portfolio testingScenario Lab starts with the cash, concentration, and Greeks already in your portfolio.
Where TradesViz stands out
- TradesViz provides broader multi-asset coverage and a highly configurable journal and dashboard system.
- Its Options Command Center explicitly supports open-position management, portfolio Greeks and payoff, and a dedicated Wheel dashboard.
- Its simulation, trade replay, and backtesting capabilities are substantially broader than Optioneer, which does not offer historical backtesting.
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
TradesViz
Basic US$0; Pro US$19/month or US$179/year; Platinum US$29/month or US$269/year
- Basic: US$0, with stock-only journaling and a 3,000-execution monthly limit shown on the pricing table
- Pro: US$19 billed monthly or US$179 paid annually
- Platinum: US$29 billed monthly or US$269 paid annually
- The Options Command Center is listed with Platinum
Monthly Pro matches Optioneer at US$19, while annual Pro is US$179 versus Optioneer at US$150. The Options Command Center is listed with the higher-priced Platinum plan. Free-tier restrictions are shown separately.
Frequently asked questions
Questions about Optioneer and TradesViz
Do both products show portfolio Greeks and track the Wheel?+
Yes. TradesViz documents portfolio Delta, Gamma, Theta, and Vega plus a dedicated Wheel Cost Basis Dashboard in its Options Command Center. Optioneer shows portfolio Greeks when reliable data is available and has a Wheel Tracker tied to recorded portfolio activity.
Does Optioneer support backtesting?+
No. Optioneer Scenario Lab tests a hypothetical trade against the portfolio as it stands; it is not a historical backtester. TradesViz offers simulation, replay, and backtesting tools.
Which product is better for futures, forex, or crypto?+
TradesViz. Its paid plans support those asset classes. Optioneer focuses on US-listed stocks and options, with coverage dependent on available market data.
How do I bring positions into Optioneer?+
Enter trades manually, import supported CSV activity, or use eligible read-only Broker Sync after the trial with active paid Premium. Historical analytics depend on the transactions available. This page does not promise direct migration from a TradesViz export.
Is Broker Sync included during the Optioneer trial?+
No. The 7-day Premium trial requires a card and lets you use manual or supported CSV setup plus the product workflow. Broker Sync requires active paid Premium and an eligible account after the trial.
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
Try the focused options portfolio path
Use one connected flow for your positions, options exposure, Wheel cycles, candidates, scenarios, and eligible rolls.
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