Portfolio-first risk management for options income traders.
"I know how to find good trades. My problem is managing them — and myself."— Every options income trader, eventually
Other platforms show you data. We protect your portfolio — and guide you to action.
Real-time portfolio-level risk monitoring with beta-weighted delta, buying power utilization, and hedge coverage analysis.
Every position gets a risk assessment with specific exit timing, profit targets, and zombie position detection.
Concentration risk detection across tickers, sectors, DTE bands, and correlation — before problems compound.
Dual scoring system: Trade Score evaluates opportunity quality, Fit Score™ measures portfolio impact. Stop guessing if a trade fits.
Four hedge campaigns (Delta Shield, CPS, Vol Shield, Tail Shield) with automated lifecycle, healing phases, and profit rotation.
Beta-weighted delta vs SPX, gamma exposure with GEX/GRANK, theta/delta ratio targeting, and VIX-adaptive thresholds.
Live positions, P&L, and one-click order submission through Tastytrade, Alpaca, Tradier, Interactive Brokers, Charles Schwab and Webull. Your broker executes, we manage.
Two-level emergency system. L1: Close losers with configurable priority. L2: Nuclear option — close everything in under 60 seconds.
Detects overtrading, panic patterns, and FOMO. Reinforces "no action" as a valid strategy. Your built-in trading psychologist.
Upload your portfolio for a free health check, then choose a plan to unlock full capabilities.
Shield gives you clarity — where your portfolio stands right now, powered by Black-Scholes analytics.
Pro gives you guidance — where your portfolio is heading, powered by Monte Carlo simulation and AI Trade Scoring.
Elite gives you command — your portfolio manages itself, powered by behavioral intelligence and capital orchestration.
| Feature | Shield | Pro | Elite |
|---|---|---|---|
| Portfolio Analytics | |||
| Dashboard & Health Score | ✓ | ✓ | ✓ |
| Income Score & Breakdown | ✓ | ✓ | ✓ |
| Position Score | ✓ | ✓ | ✓ |
| Market Regime Awareness | ✓ | ✓ | ✓ |
| Monte Carlo Simulation (1,000 paths) | — | ✓ | ✓ |
| VaR / CVaR / Survival Probability | — | ✓ | ✓ |
| Capital Intelligence (full module) | — | — | ✓ |
| CBDS Behavioral Defense | — | — | ✓ |
| Hedge & Protection | |||
| All 6 Hedge Layers | ✓ | ✓ | ✓ |
| Stress Testing (historical) | ✓ | ✓ | ✓ |
| Kill Switch + Emergency Close | ✓ | ✓ | ✓ |
| Full Hedge Manager + optimization | — | ✓ | ✓ |
| Stress Test Matrix (MC) | — | ✓ | ✓ |
| Hedge Orchestration (Harvest, War Chest, Z-Score, CIM) | — | — | ✓ |
| Execution Sequencing | — | — | ✓ |
| Trading & Intelligence | |||
| Trade Execution | ✓ | ✓ | ✓ |
| Scanner (14 filters) | ✓ | ✓ | ✓ |
| Journal & Campaign Tracking | ✓ | ✓ | ✓ |
| AI Trade Scoring + Fit Score™ | — | ✓ | ✓ |
| Trade Advisor recommendations | — | ✓ | ✓ |
| Scientific Position Sizing (Kelly) | — | ✓ | ✓ |
| Gamma Analysis (GEX, Levels) | — | ✓ | ✓ |
| Edge Finder + Fresh Eyes | — | — | ✓ |
| Market Microstructure (DEX, GAS, ΔGEX) | — | — | ✓ |
| Shield AI Assistant | — | — | ✓ |
| Financial Tools & Reporting | |||
| Treasury (core) | — | ✓ | ✓ |
| Tax Optimizer (core) | — | ✓ | ✓ |
| FI Projections + CPA Report | — | — | ✓ |
| Broker Connections | |||
| Broker connections | 1 | 3 | Unlimited |
| Price | $79/mo | $149/mo | $249/mo |
| Annual | $790/yr | $1,490/yr | $2,490/yr |
We never store your broker password. Your money stays at your broker — we just help you manage it.
All data encrypted at rest with per-broker key isolation
No broker passwords stored. Delegated access with minimal scopes
Global trading halt in under 60 seconds. Maximum exposure capped
Full data privacy compliance with consent management, data export, and automatic deletion
SEC Rule 613 requires your broker to track every order — for regulators. You never see that data. We build to the same standard and go further. Every number is verifiable. By you.
Every calculated value — Greeks, scores, recommendations — has a trace icon. Click it to see the source, timestamp, model version, and input data. Full provenance on demand.
Every event is sealed in a SHA-256 hash chain. Any alteration — by anyone, including us — breaks the chain and is immediately detectable. Append-only. No edits. No deletions.
When our data diverges from your broker, we don't silently overwrite. You see exactly what differed, why, and how it was resolved. Every sync. Every discrepancy. Transparent.
SEC Rule 613 (Consolidated Audit Trail) requires broker-dealers to track every order lifecycle with synchronized timestamps and hashed customer identifiers — but only for regulators. PortfolioShield builds to the same standard and adds what the SEC doesn't require: calculation traceability, decision trails, data freshness classification, and user-verifiable integrity. All tiers.
Read our full Data Integrity CommitmentJoin traders who stopped losing money to emotions and started compounding with discipline.
Get Started