Estimate how a potential trade could affect your portfolio before you act.
Compare roll credit or debit, timing, and contract tradeoffs side by side.
See your recorded performance broken down by strategy and ticker.
Most features are available during the trial. Broker Sync begins only after paid Premium activates.
Explore the details for portfolio analytics, Discovery and Saved Screens, Scenario Lab, and Roll Assistant.
Eligible trials include the Premium workflow. Screener and Discovery do not have separate trial-only usage caps. The product-wide watchlist maximum is 10 symbols. Read-only Broker Sync is the exception: it requires active paid Premium and is not available during the trial.
A payment method is required. Eligible trials cost $0 today. Unless you cancel before the trial ends, the selected subscription starts automatically after 7 days and continues to renew until canceled. Accounts that have already used a trial are charged when they confirm the purchase.
Yearly Premium is $150/year, charged as one annual payment. That is $12.50/month equivalent and saves $78/year (~34%) compared with paying $19 each month.
Broker Sync is read-only and available only with active paid Premium, not during the trial. Interactive Brokers (IBKR) is currently the only Optioneer-tested brokerage. Other brokerages may appear through SnapTrade, but availability and data coverage vary by broker, region, and account type.
Cancel through the provider that billed you: use the Stripe portal from Optioneer Account Settings for web purchases, Apple subscription settings for App Store purchases, or Google Play subscriptions for Android purchases. Cancel before a trial ends to avoid its first charge. Refund requests are handled by the original billing provider under that provider's policies; Optioneer does not make a separate refund promise here.