Optionbase provides a web‑based platform that enables retail investors to design, execute, and monitor multi‑leg options strategies without manual order construction. The system includes a drag‑and‑drop builder, automatic calculation of Greeks and payoff diagrams, and integrates with broker APIs for order routing and margin verification. Real‑time risk dashboards and built‑in educational modules help users manage exposure and learn strategy concepts.
Funding
Funding not disclosed
Founders
Product
Problem
Retail investors often avoid options trading because constructing multi-leg strategies requires specialized knowledge, complex order types, and real-time risk assessment, which are typically only accessible through professional platforms.
Solution
Optionbase delivers a web-based platform that translates advanced options structures into an intuitive, step‑by‑step workflow. Users select desired payoff profiles, and the system automatically generates the corresponding leg orders, calculates breakeven points, and visualizes risk/reward on integrated TradingView charts. The platform routes orders to supported brokerage accounts via secure APIs, handling execution and margin checks without manual input. Real‑time portfolio monitoring and alerts keep investors informed of position changes, while built‑in tutorials demystify concepts such as spreads, straddles, and iron condors. By consolidating strategy design, execution, and analytics into a single interface, Optionbase lowers the technical barrier to participating in options markets.
Target Audience
The primary users are retail investors and self‑directed traders who want to incorporate options into their portfolios but lack the expertise or tools to construct and manage complex strategies.
Features
- Drag‑and‑drop strategy builder that assembles multi‑leg options trades from predefined payoff templates
- Automatic calculation of Greeks, breakeven levels, and profit‑loss diagrams displayed on live TradingView charts
- Direct brokerage integration via RESTful APIs for order placement, margin verification, and position syncing
- Real‑time risk dashboard with alerts for delta exposure, max loss, and upcoming expirations
- Portfolio tracker that aggregates open options positions, P&L, and implied volatility metrics
- Contextual educational modules and tooltips explaining each strategy component
- Secure, encrypted data transmission compliant with industry standards (e.g., TLS, SOC 2)
- Mobile‑responsive design enabling trade creation and monitoring from desktop or smartphone browsers