Modern Portfolio
Dashboard
- Visual options dashboard with color-coded tiles that show what needs attention at a glance
- Optimized for wheel traders tracking covered calls and cash secured puts through every cycle
- AI-powered analysis with roll recommendations and your next trade found in seconds
- Deep research tools like the options heat map, IV leaderboard, and option quick roll
- Auto-sync from 15+ brokerages so your portfolio stays current on its own
No credit card required
Also included — click below for info
ThetaPal is a modern portfolio dashboard built for options traders. Track your wheel strategy, covered calls, and cash secured puts in one place, with AI roll recommendations and auto-sync from 15+ brokerages.
Three colors. One glance.
You know exactly which positions to celebrate, which to monitor, and which need action right now.
Green — Take Profit
This TSLA covered call has burned 98% of its premium. The deep green border says it all: close the winner and redeploy.
Amber — Gains Capped
This GOOG covered call is deep ITM. Not a crisis — your shares will just be called away at the strike.
Red — Needs Attention
This SLV put is losing money with only a week left. Time to decide: roll, close, or take assignment.
An AI analyst that never sleeps.
Describe what you want to watch in plain English. Every night your scout reasons over 11 real data sources and emails you the findings that matter, each tagged with a signal and the exact data behind it.
- •Plain-English scouts, no query builders or rule engines
- •11 real data sources: news, earnings, insider trades, IV, option chains and more
- •Bullish, bearish, alert or neutral signal on every finding
- •Scan your portfolio, watchlist, specific tickers, or 1,000+ stocks
- •One clean morning email, only genuine matches
Options heat map.
Every strike and expiration laid out in a single grid, color-coded by delta. Green means safe, red means aggressive. Each cell shows the contract premium and daily theta income so you can compare trades without opening a chain.
- •Delta risk visible at a glance across 12 expirations
- •$/day theta income on every contract
- •Earnings date overlay so you know what you're trading through
- •AI picks the two best contracts from the full surface
- •Hover any cell for full greeks — delta, theta, IV, gamma, vega
Your complete options workflow
From selling to rolling, every step of the wheel strategy.
- • Every open position becomes a color-coded tile — green, amber, or red
- • See profit percentage, days to expiry, and strike price at a glance
- • No more digging through broker tables or spreadsheets
- • Find high-probability trades filtered by your risk tolerance
- • Pre-screened options ranked by premium, delta, and days to expiry
- • One click to log the trade and start tracking automatically
- • Quickly find net-zero or near-zero credit rolls to extend your position
- • See projected credit, new expiry, and strike comparison side by side
- • Keep the wheel spinning without breaking your strategy
- • Get notified when positions hit profit targets or need attention
- • Alerts for approaching expiration, ITM breaches, and earnings dates
- • Never miss a closing opportunity or let a winner turn into a loser
- • Track cumulative premium collected across all accounts
- • Visualize win rate, average return, and performance over time
- • Know exactly how much income your options strategy generates
- • AI scans your portfolio overnight and flags risks you might miss
- • Get trade suggestions tailored to your positions and market conditions
- • Earnings warnings, concentration alerts, and roll recommendations
Find your next trade in seconds
Every option you sell becomes a color-coded tile. No more digging through broker tables or spreadsheets.
Color-coded tiles show what needs action
Green means take profit. Red means danger. Amber means your shares may be called away. View your entire portfolio health in one glance — no tables, no scrolling.
Your next trade, researched in seconds
Every position gets a full recommendation grid — calls and puts, standard monthlies and LEAPs, across three risk tiers. AI ranks each option by IV, delta, and earnings proximity so you spend less time in option chains and more time executing.
AI recommendations are informational only and do not constitute financial advice.
Your portfolio never sleeps
Set up custom scanners and let Scout do the watching. Earnings surprises, unusual volume, insider moves, price breakouts — Scout monitors your positions overnight and delivers a morning briefing so you wake up informed, not blindsided.
Premium feature. AI-generated insights are informational only.
Color-coded tiles show what needs action
Green means take profit. Red means danger. Amber means your shares may be called away.
Your next trade, researched in seconds
Calls, puts, standard monthlies, and LEAPs — across three risk tiers. AI ranks each option so you skip the chain digging.
Your portfolio never sleeps
Custom scanners watch your positions overnight. Wake up to a morning briefing — not surprises.
Wheeling streamlined
Built for theta traders
Every feature is designed around selling premium — covered calls, cash-secured puts, and credit spreads.
Color-Coded Grid
Every position is a tile. Green means take profit, red means danger, gray means hold. View your entire portfolio health in one glance — no tables, no scrolling.
AI Analysis
AI-powered analysis evaluates your positions against current market sentiment and news. Get roll recommendations, scenario modeling, and trade suggestions.
Smart Recommendations
For every position, see 9 replacement options — 3 expiries by 3 risk tiers. Earnings dates, put/call toggle, and AI picks highlighted in the grid.
Bonus Features — click below for info
Your spreadsheet is not a trading tool
Selling premium is already hard enough. Managing it shouldn't take longer than finding the trade.
Assignment day is a spreadsheet emergency
- x Manually recalculate cost basis across strike, premium, and fees
- x Close the put row, start a new covered call row, hope you didn't break a formula
- x Update holdings, cross-reference your brokerage, and pray it all ties out
Simple questions take 10 minutes to answer
- ? "How much cash do I need if my puts are assigned?"
- ? "What's my win rate on this ticker over the past year?"
- ? "Should I roll this position or just take assignment?"
Multiple accounts means multiple spreadsheets
- x One spreadsheet per brokerage, no way to see the full picture
- x Portfolio-level metrics require manual aggregation across files
- x Tracking performance across accounts is basically a second job
ThetaPal replaces all of this. Connect your brokerage and everything syncs automatically.
Get Started FreeHow it works
Connect your brokerage, and ThetaPal handles the rest.
Connect
Link your brokerage account securely through SnapTrade. We support 10+ brokerages and are expanding coverage.
Partnered with SnapTrade for secure read-only brokerage access
Visualize
Your open options appear as color-coded tiles. Instantly see which positions are profitable, which need attention, and which to leave alone.
Act
Click any position to see charts, replacement options, and AI-powered recommendations. Know exactly what to do next — roll, close, or hold.
Everything else, built in
Beyond the wheel, ThetaPal tracks the data that matters to your portfolio.
IV Leaderboard
400+ stocks ranked by IV Rank, VRP, and put/call ratio
Insider Trades
SEC Form 4 filings with buy/sell signals and email alerts
Politician Trades
Track what Congress is buying and selling with STOCK Act alerts
Dividend Income
Monthly charts and payment history by ticker
Earnings & AI Analysis
Beat/miss tracking, SEC filings, and AI-powered 10-K analysis
Portfolio News
Aggregated news for your holdings, ranked by volume
Performance
Win rate, P&L charts, and premium by ticker
Portfolio Dashboard
Wheel tickers and equity holdings in one view
NEWAI Market Scout
Nightly AI market monitoring with custom criteria and morning email digests
10+ Brokerages
Schwab, Fidelity, Robinhood, and more via SnapTrade
Options Heat Map
Delta-colored grid with $/day income, earnings overlay, and AI picks
NEWGEX Data & Graphs
Dealer gamma exposure by strike — flip levels, call walls, put walls for SPY, QQQ, NVDA and more
Email Alerts
Wheel opportunities and insider trades
Loved by options traders
Real words from real ThetaPal members who replaced their spreadsheets and night-time research.
“ThetaPal saved my morning workflow.”
“The slickest dashboard I have ever seen. Job well done.”
“Solved a real problem I had been having in my brokerage app. Thank you so much.”
“The options heat map is the only place I look to sell options now.”
“The AI Market Scout saves me hours of reading each night and watches everything I used to track by hand. So much time saved.”
“The AI Market Scout is better than everything else I have used. Well done.”
“The Trump Tracker makes trading so easy. I can't believe I spent years overthinking it.”
“This beats everything else out there hands down.”
Ready to trade smarter?
Connect your brokerage and see your options portfolio in a whole new way.
No credit card required