QuantConnect
Backtrader
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CloudQuant
Quantopian
QuantRocket
MetaTrader5
Intrinio
CoverEdge
Option Tracker
Track Theta
Snowball Analytics
ThetaPal
Sharesight
Passiv
FlashAlpha
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.
QuantConnect CoverEdgeCoverEdge'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.
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.
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.
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:
Based on our record, QuantConnect seems to be more popular. It has been mentiond 9 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I use https://quantconnect.com/ to backtest new algos and discover new algos. They support C# and python. Source: over 3 years ago
Use quantconnect.com, their API forces you to use OOP there so it's a good practice. Source: about 4 years ago
For stocks and crypto: QuantConnect and Backtrader For options: MesoSim and OptionNetExplorer. Source: about 4 years ago
Only you can teach you how to do it. quantconnect.com has a lot of tutorials and other documentation that should be enough for you to learn from. I'm still learning the process of backtesting and I'm not aware of an "easy" way to perform this type of work. Source: about 4 years ago
Thanks for the pointer. quantconnect.com and interactive brokers. I have a little fantasy that I'll do this once I retire and hand over 1% of my nest egg to it; see how it does... Hand over some more, etc... Source: almost 5 years ago
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