Optalyzer — Stock Overview, an options cockpit, and a 13F analyzer in one platform

New · Stock Overview

Research any ticker like a fund analyst — in 10 seconds.

Type a ticker. Get an institutional-grade research report on a single page: a 1–10 Business Quality Score, 15 years of financials, a Reverse DCF, insider activity, the latest earnings analysis, and pricing models. No tabs. No clicks. One scroll.

Stock Overview — Quality Score, Financials, Insider Activity, and Reverse DCF on one page

The headline pillar

One ticker. Eight sections. Every answer that matters.

Snapshot · Business Quality Score · 15-year financials with comparison charts · Cash returns · Balance sheet risk · Insider activity by window · Reverse DCF + multiples-based pricing models · Latest earnings analysis. Everything Yahoo, Seeking Alpha, and Simply Wall St make you click through tabs to find — laid out in the order you'd actually read it.

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Business Quality Score (1–10)

A proprietary score across five pillars — Profitability & Moat, Growth, Cash Flow Quality, Capital Discipline, Balance Sheet Risk. A treemap shows you which pillars are weak at a glance, not just a number to memorize.

Proprietary scoring

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15 years of financials, one scroll

Revenue, margins, cash flow, share count, debt — quarterly or annual — with YoY, 3-year and 5-year CAGRs already computed. Most retail tools cap at 5 years. We go to 15 so you can see how a business behaves through a full cycle.

Deeper history

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Reverse DCF, not the usual kind

Instead of guessing a fair price, we ask the more useful question: what growth does today's price actually imply? Compare that to analyst consensus and the company's own track record. A valuation tool built for traders, not academics.

Trader's edge

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Earnings Analysis & Insider Flow

The latest quarter's earnings call distilled into an executive summary you can read in 60 seconds, plus Form 4 insider buys/sells aggregated across five time windows (3mo / 6mo / 12mo / 3yr / 5yr) with red/green bars. Two screens most tools never bother to build.

Built for speed

Research like a fund analyst, in the time it used to take to load a quote.

The options cockpit

Real screens. Real data. Real decisions.

A peek at the screens you'll be using every Sunday night to plan the week.

P&L Calendar — daily, monthly, and yearly retained income

Flagship view

The P&L Calendar

Every dollar of premium retained, day by day, week by week, month by month — options and stock realized P&L combined. Best day, worst day, longest win streak, week-over-week heatmap. Click any day to see exactly which trades produced it.

Cost Basis Report

The number your broker won't compute: cost basis adjusted for every dividend and option premium ever collected on the position.

Roll Impact — chain-aware view of every rolled trade

Roll Impact (chain view)

Every trade in a roll sequence linked to its parents. See cumulative P&L across the whole chain, not just the latest leg.

Cash Flow at Assignment

Project the exact dollars you'd need — month by month — if every short put got assigned. Spot capital crunches before they happen.

Income Opportunities

Every dollar of open premium, ranked by days-to-expiration and current ITM distance. See which trades are about to print and which need attention.

Open Positions

Active trades grouped by expiration month, with strategy mix, ITM risk, and quick filters. Your portfolio at a glance — even across hundreds of trades.

Telescopic View — look through your ETFs to see real ticker exposure

Telescopic View (look inside your ETFs)

Holding SPY and QQQ and GOOGL directly? Telescopic looks through every ETF you own and shows your true per-ticker exposure. Discover the 9% GOOGL concentration hiding in plain sight.

Performance breakdown

Trade Analysis

Slice your performance any way you want — by ticker, strategy, month, or any combination. See which symbols carry your portfolio, which strategies actually work for you, and which expiration months historically print. Top/Bottom-N rankings, monthly cohort tables, and a sortable view of every closed and open trade. Built for traders who want to know why they're profitable, not just that they are.

Honest comparison

Your broker vs. Optalyzer

Same data. Very different picture.

What your broker gives you

Cost basis from the day you bought — ignores years of premium income
Realized P&L for options OR stock — never combined
"Account value" that means nothing about the strategy you're running
Zero visibility into other brokers' positions, even for the same ticker
Trades shown as a flat history, not as chains/rolls/adjustments
No way to model an assignment before it happens

What Optalyzer gives you

Effective cost basis after every dividend and option premium ever collected
Daily P&L calendar combining options realized + stock FIFO
Coffee-Can / Barbell / Sector / Country exposure rollups
One portfolio across every broker you import
Chain-aware view — every roll linked to its parent automatically
Assignment cash-flow modeler that runs before you're put to

Unique to Optalyzer · Built on raw SEC 13F filings

5,000 funds file 13Fs. We track the 100 that matter.

Every quarter, ~5,000 institutions file a 13F with the SEC. Most are noise — index huggers, pension trusts, closet trackers. We've hand-picked roughly 100 funds whose conviction actually shapes prices: top hedge funds, focused long-only shops, and notable activists. You see what they bought, sold, and doubled down on — without wading through the other 4,900.

Stock-level view — current holders plus QoQ ownership across quarters

Stock-level intelligence

Who owns this stock — and how their conviction is moving.

Type any ticker. Stock Tracker shows every institution that holds it today — ranked by position size, share of their portfolio, and how they moved last quarter (initiated, added, trimmed, exited). Flip to the QoQ view to see the same stock's institutional ownership over time — net share count, total holders, and the rotation pattern across the last several quarters. Spot the funds quietly building before the next print, and the ones slipping out the back door.

QoQ Changes — Fund Lens

Pick a fund. See every move they made between this filing and the last — new positions, additions, trims, full exits — ranked by dollar impact and share-count change. Stop guessing what Burry, Buffett, or Wood actually did this quarter. The receipts are right there.

Thematic Views — institutional fund flows grouped by investment theme

Thematic Views — where the money's actually going

We've grouped thousands of tickers into themes — AI infrastructure, semiconductors, GLP-1, China internet, defense, on-shoring, nuclear, and dozens more. Pick a theme and see which funds are overweight it, which are rotating out, and how institutional ownership of the theme itself has shifted quarter by quarter.

The 13F data has always been public. We're just the first to make it readable.

Built for DIY investors who research like analysts, run options like a business, and follow institutional capital.

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