VestiioVestiio GmbH
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Related Products
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About
PremiumGuardHQ is the analytics platform for self-directed options traders who run the wheel and treat premium as real income.
Connect a broker read-only and it assembles your actual fills into complete wheel cycles: the cash-secured put, the assignment, every covered call, and the day it is called away. No manual tagging, no spreadsheet that breaks when you fall behind. Schwab, Interactive Brokers, Robinhood, Fidelity and tastytrade, plus CSV import for anything else.
Then come the numbers the strategy turns on. Real cost basis: your average minus every premium collected. Premium profit kept separate from equity profit, so an assignment cannot flatter a losing month. And how much income you can withdraw without eroding the base that generates it.
Calls and puts you bought outright are carried too, valued from what they are actually trading at, not expiration arithmetic.
It never places a trade. Free plan available. Pro is $49/mo or $470/yr, with a 14-day trial.
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About
Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers.
Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix.
Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.
Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start with a Demo on sample data, no card needed. Plans from $19 a month.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Stock Option Traders
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Audience
Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$49/month
Pro is $49 a month or $470 a year. It adds live sync for Robinhood, Fidelity and tastytrade, unlimited closed cycle history, automated insights that flag open risk and strategy drift after every sync, advanced loss mitigation that links a rebuy into one recovery chain carrying the true breakeven, safe withdrawal recommendations, capital at risk by position, a stock scorecard ranking every symbol by realized results, and transfer reconciliation so deposits never get mistaken for profit. Everything in the free plan is included. New accounts get 14 days of full Pro access with no credit card.
Free Version
Free Trial
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Pricing
$19/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPremiumGuardHQ
Founded: 2026
United States
premiumguardhq.com
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Company InformationVestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Charles Schwab
Fidelity
Interactive Brokers
Robinhood
tastytrade
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Integrations
Charles Schwab
Fidelity
Interactive Brokers
Robinhood
tastytrade
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