
CoverEdge
Option Tracker
Track Theta
Snowball Analytics
ThetaPal
Sharesight
Passiv
FlashAlpha
Codeconfig.dev
CoverEdge is the AI-powered options-income portfolio management platform for retail investors who sell covered calls, cash-secured puts, and run the wheel strategy.
Most options sellers juggle spreadsheets, broker screens, and guesswork. CoverEdge brings research, execution planning, and income accounting into one ledger-first workspace.
CoverEdge is a decision-support tool, not an investment adviser — it never tells you what to buy, sell, or hold.
Experience smooth WordPress Dropbox Integration between Cloud and WordPress with the most user-friendly plugin from the WordPress Dashboard. Easily manage your media Library, optimize your workflow, and save hosting space without coding hassles. Perfect for anyone looking to streamline their WooCommerce, Tour Assets Management experience.
CoverEdge
Codeconfig.devCoverEdge's answer
CoverEdge is built around a ledger-first accounting model — every premium, close, roll, and assignment is an immutable journal entry, so your income and P&L are always audit-grade rather than estimated. On top of that foundation it adds:
It's the full covered-call, cash-secured-put, and wheel workflow in one place — and it's engineered security-first by a founder with 20+ years in cybersecurity (CISSP, CEH, CHFI), built and operated in the USA.
Codeconfig.dev's answer:
Unlike other Dropbox plugins, File Manager for Dropbox gives you full control over your cloud storage without ever leaving WordPress. Whether you're a blogger, an eCommerce store owner, or managing an LMS, our plugin makes it easy to sync files automatically, integrate with the WordPress Media Library and more.
CoverEdge's answer
Most options sellers stitch together spreadsheets, broker screens, and a separate screener. CoverEdge replaces all of that with one workspace:
The free tier covers full trade tracking with no credit card, and Pro ($19.99/mo) adds research, AI analysis, and analytics with a 14-day trial. CoverEdge is a decision-support tool — not an adviser telling you what to buy.
Codeconfig.dev's answer:
We focus on making Dropbox integration ridiculously easy. A lot of similar plugins either lack flexibility, charge extra for basic features, or make setup complicated. Our plugin stands out because:
Super user-friendly: No coding required—just connect your Dropbox, and you’re good to go. Auto-sync in real time: New files update every 1-3 minutes automatically. Deep WordPress integration: Works with Elementor, Gutenberg, WooCommerce, and major LMS plugins. Powerful file management: Upload, download, embed, and share files directly from WordPress. Shortcode Builder: You can add file browsers, galleries, sliders, and media players anywhere on your site. Great for teams: User-specific folders keep files organized for different team members or customers.
CoverEdge's answer
Self-directed retail investors who sell options for income — covered calls, cash-secured puts, and the wheel strategy.
They range from intermediate options sellers to experienced income-focused investors managing their own brokerage or retirement accounts, who want better research, roll planning, and income accounting than a spreadsheet can provide.
Codeconfig.dev's answer:
Our users are anyone who wants a hassle-free way to manage Dropbox files inside WordPress. This includes:
Website owners & bloggers – Easily add Dropbox media files to posts and pages. WooCommerce store owners – Manage digital downloads directly from Dropbox. Course creators (LMS users) – Store and share course materials with students. Photographers & creatives – Showcase images with Dropbox-powered galleries. Teams & agencies – Collaborate on projects with user-specific folders.
CoverEdge's answer
CoverEdge started in 2025 as one person's spreadsheet. Founder Philip Picciotti — a U.S. Navy veteran and 20-year cybersecurity leader (CISSP, CEH, CHFI) — learned to sell options from a retired broker and was running covered calls and cash-secured puts on his own account.
Every week he'd update a sprawling spreadsheet of positions, premium, fees, and rolls just to answer one question: what does this stock actually cost me, net, after everything I've sold against it? He was spending more time maintaining the spreadsheet than finding good trades.
So he built the tool he wished existed — one where every premium, close, roll, and assignment is an immutable ledger entry, and every figure is derived from that ledger. Built for an audience of one, it grew into a platform for every retail options seller who'd rather run their strategy than babysit a spreadsheet.
Today CoverEdge is led by CEO Kristina Picciotti, who brings 20+ years of building, scaling, and exiting businesses — and it's built and operated in the USA.
CoverEdge's answer
Option Tracker - Portfolio management and trade analytics for US options traders
Track Theta - Import your covered sell put or sell call positions, track them in the options area and if assigned your future covered calls or puts would automatically be added under the same wheel so you can easily track your adjusted/break-even price
Snowball Analytics - Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.
ThetaPal - Track your options wheel strategy with AI-powered roll recommendations. Auto-sync from Schwab, Fidelity, Robinhood & 15+ brokerages. Monitor insider trades, politician trades, dividends, earnings, and more.
Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
Passiv - Autopilot for your brokerage account