Beyond Broker Limits: Trade with Precision

Deep Trade

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Monitor balances, market summary, price action, and dive into Greeks, and risk deltas in one consolidated dashboard.

Advanced filtering (i.e. by exp date, DTE) and grouping with watchlists.

Equities and Options detail views.

Insights

How many shares to sell to take 75% profit

Explorer

What-If Insights: had not sold yet if still has not expired (FOMO and Panic-Sell Calculator)

Equities and Options detail views.

Calendar

Daily and monthly view support for planning options and equities trades.

Track market holidays, expiration dates, and position timing windows.

Quick navigation into calendar workflows and trade context.

Watchlist

Create focused symbol groups for equities, options, and ETFs.

Use filter presets to prioritize setups and reduce noise.

Watchlist context carries into dashboard and detail workflows.

Snapshot Emails

Scheduled snapshot emails for at-a-glance account and market updates.

Capture key positions, performance metrics, and trade context.

Stay informed without opening the dashboard during market hours.

Supported Brokers and Affiliates