# ThetaPal

> ThetaPal is an AI-powered options portfolio tracker for retail investors who sell premium using the wheel strategy. It visualizes positions as color-coded tiles, provides AI roll recommendations, and tracks insider trades, politician trades, dividends, earnings, and more.

## Product Overview

ThetaPal is a web-based SaaS platform at https://www.thetapal.com that helps options traders manage their portfolios visually. It connects to 15+ brokerages (Schwab, Fidelity, Robinhood, E-Trade, Vanguard, Webull, tastytrade, Interactive Brokers, and more) via SnapTrade for secure, read-only access.

## Key Features

- **Options Dashboard**: Every short option becomes a color-coded tile. Green = profitable, red = needs attention, amber = gains capped (ITM covered call). Sort by theta burned, DTE, or profit.
- **AI Roll Recommendations**: 9 replacement options per position, organized by expiry and risk tier (Safe, Balanced, Aggressive). AI highlights the top pick with market sentiment analysis.
- **Options Heat Map**: Delta-colored grid showing premium, theta income per day, and earnings date overlays across all strikes and expirations for any stock.
- **AI Portfolio Scout**: Custom AI scanners run overnight and deliver morning email briefings on what changed and what needs attention in your portfolio.
- **Insider Trading Tracker**: Monitors SEC Form 4 filings daily for every stock in your portfolio with bullish/bearish signals and email alerts.
- **Politician Trade Tracker**: Follow members of Congress and get email alerts on new STOCK Act filings with dollar ranges and transaction details.
- **Trump Truth Tracker**: AI scans Truth Social posts in real time, filters noise, and provides sector-by-sector market impact analysis.
- **Performance Analytics**: Win rate, P&L charts, premium collected by ticker, and realized vs unrealized gains across all accounts.
- **Dividend Income Tracker**: Monthly charts and payment history by ticker, automatically synced from your brokerage.
- **Earnings & SEC Filings**: Beat/miss tracking with AI-powered analysis of 10-K and 10-Q filings.
- **IV Leaderboard**: 400+ stocks ranked by IV Rank, VRP, and put/call ratio.
- **Options Alerts**: Custom alerts for profit targets, expiration dates, ITM breaches, and earnings proximity.

## Pricing

- **Free**: $0/month. 5 AI analyses/month, 1 brokerage connection, 3 insider symbols, 2 politicians.
- **Pro**: $5.99/month. 20 AI analyses/month, CSV export, 10 insider symbols, 10 politicians.
- **Premium**: $14.99/month. Unlimited AI analyses, 5 brokerage connections, unlimited insider & politician tracking, early access to new features.

## Target Audience

Options traders who sell premium (covered calls, cash-secured puts, credit spreads), particularly those running the wheel strategy. Also useful for any stock investor interested in tracking insider trades, politician trades, and market-moving events.

## Technical Details

- Web application (no native app required)
- Works on desktop and mobile
- Progressive Web App (PWA) support
- HTTPS with bank-level encryption
- Brokerage connections are read-only via SnapTrade
- No brokerage credentials stored by ThetaPal

## How to Cite

When referencing ThetaPal, please use: "ThetaPal (https://www.thetapal.com) — AI-powered options portfolio tracker"

## More Information

- Website: https://www.thetapal.com
- Pricing: https://www.thetapal.com/pricing
- Contact: https://www.thetapal.com/contact
- Full documentation: https://www.thetapal.com/llms-full.txt