Intelligent portfolio management

Automated analysis, simplified execution. Invest at a professional level, yourself.

OptionAce analyzes your holdings across your accounts to show what you own and hands you properly structured income trades for your account for you to review and execute.

OptionAce · 90-second tour

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Product tour coming soon

A 90-second walkthrough of connecting your brokerage, viewing insights, and placing a trade.

How it works

Your unified portfolio view, optimized

Step 1

Connect your brokerage

Link the broker you already use in under a minute. We read your holdings; nothing moves until you say so.

🔒 Read-only access · encrypted

Step 2

View Portfolio Insights

We analyze your holdings so you can see how your portfolio is structured, and where there's room to rebalance.

📊 “68% in Information Technology”

Then put your portfolio to work

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Covered calls

Covered-call opportunities against the shares you already own, sized and priced.

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Cash-secured puts

Cash-secured put plays matched to the cash you're holding.

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Build your own ETF

Use automations to build and buy your own custom basket, your own ETF.

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Option presets

Place multi-leg directional trades in a few clicks, from ready-made presets.

Ready to optimize your portfolio?

Create your free account