Build your bright future

…we analyze it all and help you get there

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Minimize risk, maximize profits, and become a more successful investor with Vestalyze™.

Our Mission

Vestalyze is committed to empowering the retail trading public and investment firms by enhancing the portfolio management process.

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Our Vision

To bring confidence and clarity to every investor though innovative technology, detailed reporting systems, and automated trading solutions.

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Our History

Vestalyze was conceptualized as a manual trade tracking spreadsheet in 2016. The initial plan started in 2017 to build a robo advisory firm.

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Investment analytics, tracking, and research made simple.

Vestalyze is free to try, easy to set up, and works seamlessly with your investment accounts.

Get Started for Free

Our Proprietary Options Tracking Technology Works With:

  • TD Ameritrade
  • Charles Schwab
  • Fidelity Investments

  • TD Ameritrade
* Disclaimer: Vestalyze is not affiliated or endorsed by any third party brokerages.

Price & Plans

Sign up in less than 30 seconds. Try out our 7-day risk-free trial, upgrade at any time, no questions, no hassle.

Free

$0/mo
  • Understand and manage your investments with ease.
  • Develop a tailored plan to reach your financial goals.
  • Track dividends, interest, margin fees, and more.
  • Covers basic options trading strategies.
Sign up today

Core Service

$47/mo
  • Two years of past transaction data synced.
  • Filter and segment by all trading strategy types.
  • Advanced options trading coverage.
Sign up today

Enterprise

Coming Soon
  • All the strategies Free, Core, and Core +
  • Unbalanced Long Calendar Put Spread
  • Unbalanced Long Calendar Call Spread
  • Unbalanced Long Diagonal Put Spread
  • Unbalanced Long Diagonal Call Spread
Sign up today

Our platform accommodates all traders and investors, Learn how our services can help you reach your financial goals.

Free Service

  • Long Vertical Call Spread
  • Long Vertical Put Spread
  • Long Shares
  • Long Calls
  • Long Puts
  • Short Vertical Put Spread
Smart investors have options.

Core Service

  • All the strategies of Free
  • Long Vertical Put Spread
  • Short Vertical Call Spread
  • Short Vertical Put Spread
  • Long Calendar Call Spread
  • Long Calendar Put Spread
  • Long Diagonal Call Spread
  • Long Diagonal Put Spread
  • Long Shares
Smart investors have options.

Core+ Service

  • All the strategies of Free and Core
  • Unbalanced Long Calendar Put Spread
  • Unbalanced Long Calendar Call Spread
  • Unbalanced Long Diagonal Put Spread
  • Unbalanced Long Diagonal Call Spread
Vestalyze
Smart investors have options.

Need more capabilities?

Contact Us about our Enterprise solutions ›

We integrate seamlessly with over 10,000 of the top financial institutions worldwide:

  • Charles Schwab
  • TD Ameritrade
  • Fidelity
  • Tasty Works
  • Robin Hood
  • Apex Clearing
  • Bank of America

Vestalyze is not affiliated with any third-party brokerage firms.

Become a better trader or investor with Vestalyze.

Become A Trader

With our robust suite of portfolio analytics, you will never be in the dark about your investments. Our platform is built on top of a dynamic reporting engine that delivers updated metrics that can be customized to your trading preferences.

See all your past and present activity in one place like never before.

See all your past and present activity

Vestalyze automatically organizes your positions, calculates the metrics you need to be a better trader, and analyzes your investment performance – it’s intuitive, yet simple, seamless and optimized for options trading.

Save time and increase production.

Save Time

Gone are the days where you spend countless hours each month manually tracking your stock and options trades. No more formatting spreadsheets and inputting “manual” trade data to understand your investment performance. We do all of this for you, on autopilot.

Vestalyze™ – Smart Investors Have Options

E-learning

Trading Mastery Program

This program holds video content that can benefit an everyday trader through every step of their trading trajectory. With 30+ hours of HD training videos, the Trading Mastery Program is the most comprehensive educational asset that can help you achieve your financial goals in the Stock Market.

Module 01 – Getting started in the trading business

This course is going to teach you how to get started as a self-directed trader. You'll learn general market information, the main US indices, the power of compound interest, setting up a brokerage account and more ...

Module 02 - The Market Essentials

This accelerated beginner course is going to teach you about the fundamentals of stocks, the ticker tape & stock symbols, how to fill an order, the most common order types, and you will learn about exchange traded funds (ETFs).

Module 03 – How to read a stock chart

This course is going to teach you about the importance of charting and why technical analysis can be a very valuable tool in your trading endeavors.