Optiverse

Optiverse tutorials from Steve Ganz

Optiverse tutorials and a 37-day Premium trial

I beta tested Optiverse before its US launch, and I’m a launch partner. These are my step-by-step Optiverse lessons, from setup and charting to the Scanner, Magnet and GEX, risk and hedging, and using Optiverse with Claude. Start with my code: 37 days of Premium, free.

Steve Ganz is under contract with Optiverse as a beta tester, launch partner and affiliate, and earns a commission when you subscribe with his code. You never pay more than buying direct from Optiverse.

Optiverse trade templates: structures with their payoffs on today's chain
Templates. Structures placed on today’s chain in one click. Optiverse’s own screenshot, with sample data.

What Optiverse is

One desktop app for the whole trade.

Optiverse is a desktop options platform for Windows and macOS. It connects to Interactive Brokers and tastytrade, with more brokers being added. Building trades, dealer positioning, live position monitoring, portfolio risk and hedging, and a trade journal with replay all run in one workspace, on your broker’s live data.

Build any trade

Build any structure and see its risk profile instantly.

  • Option chain with expected-move and P&L-at-expiration stripes
  • Multi-leg builder: move strikes, widths, quantities and expirations in bulk
  • Payoff with today’s and expiration curves, probability of profit and buying power
  • 60 ready-made templates, from verticals and iron condors to calendars and ratios

ScannerPremium

Scan thousands of versions of a trade to find the ones that fit your criteria.

  • Leg ranges by delta, width or distance from the price, on the expirations you pick
  • Rules such as delta-neutral, minimum credit, maximum loss, buying power and probability of profit
  • Ranked by time decay or expected value per dollar at risk, or your own formula
  • Load a result straight into the Strategy Builder

Charts

Watch the market and your trades on the same chart.

  • Your strikes, break-evens and payoff drawn on the price
  • A marker for every open, roll and close
  • Saved layouts of several charts that switch symbols together
  • Studies, drawings and volume profiles, and a chart in its own window for a second monitor

Live position monitoring

Mission Control shows every open position on one screen.

  • Cards with a live payoff chart, a table, or a map of every position by days to expiration
  • Totals for P&L, today’s P&L, max risk and net Greeks
  • A warning when a trade drifts, a short strike is tested or it flips direction
  • Roll, close or merge from each position, with its working orders shown

Dealer positioningPremium

See where market makers have to hedge, strike by strike.

  • GEX, Vanna, Charm and DEX from your own broker’s open interest, for any optionable ticker
  • Key levels in plain English: Call Wall, Put Wall, Gamma Wall, Flip Point, Max Pain and Vol Trigger
  • Magnet: how much dealers must buy or sell at each price, drawn as valleys and ridges
  • It supports decisions; it doesn’t forecast prices

Portfolio risk and hedgingPremium

Portfolio risk measured by full revaluation, not approximations.

  • Every option repriced across 16,384 scenarios, on your own computer
  • Expected Shortfall and VaR, with a daily risk limit for each account
  • Today’s portfolio replayed on the ten worst days of the last ten years
  • Hedge Finder sizes a hedge to your budget and shows the before and after. Nothing is sent until you decide

Trade journal with replay

Review every closed trade and replay how it played out.

  • The Flight Log keeps every closed, expired or settled trade, after commissions
  • Rate each trade, write down the lesson and tag your mistakes
  • Replay the trade step by step: the payoff, the open legs, the price and the P&L
  • The Observatory breaks your results down by strategy, weekday and days to expiration

AI assistantsPremium

Ask about your portfolio in plain English.

  • Connect Claude, ChatGPT and others; they work from the app’s live data and calculations
  • Ask where your portfolio is most exposed, or whether you’re within your daily risk limit
  • Ask for a protective put, a put spread or a collar, built and checked in the app
  • An assistant can prepare an order, but nothing goes to your broker until you review it and press Send

Share a trade with a code

Send a trade as a code, with no file to pass around.

  • Share open positions or a trade you modeled
  • Whoever has the code previews it, then imports it or opens it in their own strategy builder
  • Your broker, account numbers and private notes are never shared
  • It’s how Alert Service members open my trades. Creating codes is part of Premium

Features marked Premium are in Optiverse’s Premium plan, which the 37-day trial includes.

Steve’s code

Get your Optiverse codes

37 days of Optiverse Premium free, no credit card. Optiverse’s standard trial is 7 days. Or, if you’re ready to subscribe, 10% off your first payment. Enter your email and both codes appear instantly, with my Optiverse overview video.

Show me my codeFor new Optiverse customers. One or the other: the two codes don’t combine.

Lessons

Step-by-step Optiverse tutorials.

Each lesson shows one part of Optiverse on real trade structures. New lessons post here and on my YouTube channel as they’re ready. Lessons marked Premium use features in Optiverse’s Premium plan, which the 37-day trial includes.

Lesson 01Watch now

What Is Optiverse?

My overview of the platform: 14 features, one at a time, what each one does, whether it’s in Starter or Premium, and the brokers Optiverse connects to today.

02Coming soon

Lesson 02

Setup

Install the desktop app on Windows or Mac, connect Interactive Brokers or tastytrade, and start the 37-day trial with the code.

03Coming soon

Lesson 03

ChartingStarter

Star Charts: your strikes, break-evens and payoff drawn right on the price chart, with saved multi-chart layouts.

04Coming soon

Lesson 04

Mission ControlStarter

Every open position and order on one screen, with a warning when a trade drifts or a short strike is tested.

05Coming soon

Lesson 05

Strategy BuilderStarter

Build any structure from the option chain or a template, then read the payoff, break-evens, probability of profit and Greeks before you place it.

06Coming soon

Lesson 06

ScannerPremium

Scan thousands of versions of a trade and rank the ones that fit your rules, for example by time decay per dollar at risk.

07Coming soon

Lesson 07

Trade Replay and AnalysisPremium

Replay a trade on recorded prices, and split its result into time decay, the price move, implied volatility and trading costs.

08Coming soon

Lesson 08

Trade Tracking and JournalStarter

The Flight Log keeps every trade, reconciled with your account, so you can write down the lesson. The Observatory shows what’s working in your trading.

09Coming soon

Lesson 09

Magnet and GEXPremium

Gamma exposure by strike and its key levels (Call Wall, Put Wall, Flip Point), and Magnet: how much dealers must buy or sell at each price. It supports decisions; it doesn’t forecast prices.

10Coming soon

Lesson 10

Risk Analysis and Portfolio HedgingPremium

Every option repriced across thousands of scenarios, Expected Shortfall with a daily limit, and Hedge Finder to size a hedge to your budget.

11Coming soon

Lesson 11

Optiverse and ClaudePremium

Connect Claude to Optiverse and ask about your portfolio in plain English. Claude can prepare an order, but nothing goes to your broker until you review it and press Send.

Want to watch me use it on my own trades? See the Alert Service →  ·  Optiverse’s own help: YouTube ↗ and the user guide ↗

Questions

Optiverse FAQ

Which brokers does it support?

Interactive Brokers (through TWS or IB Gateway) and tastytrade. More are being added, starting with Schwab (thinkorswim) and Tradier.

Is it safe to connect my account?

It uses the brokers’ official APIs, never stores your broker password, and never trades on its own or moves funds. Orders go out only when you confirm them. Risk calculations run on your own computer.

Starter or Premium?

Starter covers the trading workspace, charts, Active Trader, order routing and the full journal with replay. Premium adds dealer positioning with Magnet, the portfolio risk engine with hedge proposals, SmartFill, the trade map, replay on recorded prices, P&L attribution and AI assistants. The 37-day trial is Premium.

How do I get the 37-day trial?

Enter your email at optionsincomeacademy.com/optiverse/code and both codes appear on the next page, each with a button that opens Optiverse with that code applied. Then create your account.

Mac or Windows?

Both. It’s a desktop app.

Do you earn a commission?

Yes. Steve Ganz is under contract with Optiverse as a beta tester, launch partner and affiliate, and earns a commission when you subscribe with his code. You never pay more than buying direct from Optiverse.

Steve Ganz is under contract with Optiverse as a beta tester, launch partner and affiliate, and earns a commission when you subscribe with his code. You never pay more than buying direct from Optiverse.

Educational content only, not financial advice. Options trading involves risk of loss, and past performance does not guarantee future results.