Features
Research surfaces the ideas, decades of history stress-test them, options tools turn the best into income, and the Trade Log follows every position through to the close — all in Excel, all on your own data. Pick a feature to see exactly how it works.
Nightly studies over the S&P 500, Nasdaq 100, and major ETFs measure how technical events — golden crosses, 200-day reclaims, RSI recoveries, breakouts, drawdowns — have actually played out in each instrument. Vetted Ideas, seasonality, and the full landscape, refreshed every market day.
Pressure-test any rule across decades of history — eight signal types with composable stop, target, signal-reversal, and time exits, on a single ticker or in batch across hundreds of names. Every run is auto-saved to Results History.
Read an options chain as insight, not a data dump: covered-call and cash-secured-put yield, Buy-Write and called-away math, an earnings overlay, a live Setups Monitor, and a Roll Analysis board that lines up every roll, adjustment, or assignment against simply closing now.
Record or import your real stock and option trades, follow them as campaigns, and value your whole portfolio as of any date. Live Option Monitoring tracks every open position in real time — days to expiration, assignment coverage, and campaign-adjusted breakeven. A real trade log a bare market-data add-in doesn't give you — kept in a local database on your PC, and always yours.
Fetch OHLCV for any ticker and open a full-screen, TradingView-style chart — indicator overlays, dividend markers, benchmark compare, and a fund-style annual-returns table.
Bring options and stock data straight from your own Charles Schwab account. Strictly read-only, bring-your-own credentials, encrypted on your PC.
Every backtest is queryable, with a visual return-vs-risk dashboard and a side-by-side comparison of up to six runs.
SPY and QQQ constituents with sector drill-down and a market-breadth chart, refreshed nightly.
Lock your favorite parameter sets per template and reload them on demand — no re-typing dates and tickers.
Bring your own free Tiingo key (and, optionally, Schwab); every fetch, backtest, and trade record stays on your own PC. Your Trade Log sits in a local database you can always back up and restore — even if a subscription lapses.
Research, backtesting, options income, and a full trade log — from $19.99/month.
