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Learn how to use ThetaPal's key features
Monitor your selling and buying options with live P&L, theta burn, DTE tracking, and colored risk tiles.
Dive into any stock's option chain with the interactive heat map, greeks, and AI top picks.
Browse your portfolio, explore any stock, and view real-time option chains with the interactive heat map.
Set up automated AI analysis to scan the market and surface actionable findings based on your criteria.
Roll expiring options to new expirations in seconds with AI-powered contract recommendations.
Switch into a client's portfolio to view their positions, performance, and account details as if you were logged in as them.
See positions, performance, and dividends aggregated across every client portfolio in one unified view.
Create and send professional performance reports directly to your clients with customizable date ranges and sections.
Navigate the enterprise dashboard, manage your organization settings, and view aggregate metrics across all clients.
ThetaPal
ThetaPal