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Starter
The essentials: holdings, dividend log, ex-div calendar, goals, DRIP report. Perfect first tracker.
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Plus
Everything Starter has plus the full Metrics tab, Taxes tab with ROC tracking, safety ratings, and gap analysis.
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Wheel
Options-first: CSP & covered call tracking, roll campaigns, assignment-risk flags, collateral gauge, and the full Calc tab.
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Pro
Everything in one file: multi-portfolio, options, cash, taxes, retirement trackers, Monte Carlo, PDF reports, calculators.
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📐 New: Spread Ledger — credit spreads, defined risk
From the same family: track bull puts, bear calls, and iron condors with Return on Risk, management flags, and live quotes. Learn more →
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Spread Starter
The spread logbook: both legs, auto width, max loss, break-even, Return on Risk, and the 21-DTE flag.
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Spread Plus
Adds live quotes with POP, the Profit Matrix, 50%-profit flags, one-click rolls, and the shareable Trade Report.
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Spread Pro
Iron condors, multi-portfolio, roll campaigns, the Premium Goal with per-symbol targets, and win-rate analytics by symbol, width, and DTE.
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