One toggle away: the full desk.
Simple is the default for everyone. Flip the switch in the top bar and the same account opens as the command desk — a ranked queue, agents with lines you set, the options desk, backtests and scans. Every plan gets both views. Flip back whenever.
Same positions, same account · nothing is hidden behind the toggle, and nothing is lost flipping back
One ranked queue, every morning.
The full ranked queue: briefing, agent alerts, thesis flags, the four decision workflows and a book switcher.
- Ranked by urgency. Prices, the calendar, your agents and your theses, merged into one list.
- Every row ends in a decision. Each opens the workflow that answers it — the same ten questions the Simple view asks.
- Switch books. More than one account, or a sample beside your own.
One question each, asked of your positions on a schedule.
Forty jobs across seven roles with thresholds you set, quiet unless something crossed a line. Three, seven or twelve on the desk by plan.
- You set the lines. How big is too big, how many days ahead, how much is worth mentioning.
- Preview before you keep it. One labelled run on your real positions, so you read what it would have said this morning. Nothing saved yet.
- Check now, mute, delete. Run one on demand, silence it without losing the slot, or free the slot.
Set its lines before it runs.
Every job carries a few thresholds with a sensible default, a cadence, and the quiet rule. Change what you like; the preview shows the result on your own positions before anything is saved.
An agent that checks your positions and finds nothing over your lines writes nothing. The desk counts those as quiet checks instead of filling your morning with “no change”.
Flow, structure and Greeks, with Erina beside the page.
Options Pulse for unusual flow, a trade builder for multi-leg structures, IV surfaces and Greeks on every leg you hold.
- Options Pulse. Unusual volume against a baseline, on names you hold or watch.
- Trade builder. Multi-leg structures with strike, expiry and the P&L picture drawn out.
- Ask Erina on any page. The drawer opens with that page's context already loaded — the ticker, your position, the legs.
Options Pulse and the trade builder are Pro and above. Compare plans →
For people who model before they trade.
Strategy Lab to test a rule on any ticker, Strategy Designer for heatmaps, and a market-wide scanner. Power plan.
Strategy Lab
Test a rule on any ticker over its history — entries, exits, sizing — and read the result before you risk anything on it.
Strategy Designer
Multi-leg structures as a heatmap: how the position behaves across price and time, so the trade-off is visible before it's placed.
Scanner
Market-wide hunts for the setups you care about, saved and rerun, with your watchlist as the starting point.
Power All three are Power-plan features. Everything else on this page is open from Solo. Full comparison →
Seven roles. Two from each, to give you the idea.
Every job below is one the desk runs today. The full catalog is inside; three are suggested from what your positions show the moment they're in.
Risk Officer
What you're actually exposed to — concentration, drift, and the bets you didn't mean to make.
- Concentration creep“You own eleven names and roughly one bet.”
- Positions past your size line“NVDA just passed 20% of your book.”
- +3 more inside
Analyst
The companies you own. Earnings, guidance, and whether they still resemble what you bought.
- Rating & PT drift“3 names had PT changes this week. NVDA: $180 → $155 (-14%).”
- Thesis check-in“Your NVDA thesis rests on hyperscaler capex. Two of four just walked it back.”
- +13 more inside
Treasurer
Cash — what's idle, how long it's been idle, and what that's costing.
- Cash share on the book“Cash is 18% of the book — up from 12% two weeks ago.”
- Cash sitting idle“$14,200 has been sitting idle for 23 days.”
- +1 more inside
Accountant
The tax side. Harvestable losses, wash-sale windows, realised gains.
- Losses worth harvesting“$3,100 of harvestable losses, and one is blocked until March.”
- Wash-sale window watch Beta“TSLA loss realized Nov 3 — 12 days left in wash window.”
- +1 more inside
Trader
Structure and flow — unusual activity and expiries in names you hold.
- Option legs about to expire“Your short NVDA 140 call expires Friday, delta 0.91 — that's assignment.”
- Unusual options activity in names you hold“3 of your names showed unusual call volume today — AAPL, NVDA, JPM.”
- +6 more inside
Scout
Outside your book — your watchlist and saved setups.
- Watchlist names in the buy zone“TSM at $148.20 — 3.4% above its 52-week low.”
- +2 more inside
Strategist
Macro prints, rates and rotation, read against your book.
- Macro prints touching your book Beta“CPI Thursday. Three of your names move on it, eleven don't.”
- VIX regime Beta“VIX at 27.4 — stressed regime; up 18% from yesterday.”
- +1 more inside
Room on the desk.
Every catalog job is open on every paid plan; the plan sets how many run at once. A muted agent still holds its slot.
Don't see the job? On Power, describe your own in plain English and Erina compiles it into an agent from the same tools — you set its lines and preview it the same way.
Start Simple. The desk is there when you want it.
Show Erina what you own, read Home every morning, and flip the toggle the day you want the queue, the agents and the options desk.
No credit card · 30-day trial of the Solo surfaces · about a minute to add your positions · never trades