Deepest Options Analytics with Built-In Guardrails

01 — Core Differentiator

Skip the complexity of the full options chain. Pick a strategy, and everything you need is right there — max risk, max reward, breakeven, risk/reward ratio, net Greeks, and a visual P&L that shows exactly where you make and lose money.

Options chains are overwhelming. Hundreds of strikes, multiple expirations, and it takes real expertise to know which legs to combine. iVest+ strategy templates cut through that complexity. Pick a strategy — bull call spread, iron condor, collar, straddle — and the template builds the trade for you. You’re immediately in the strategy you selected, no guesswork required.

Everything a trader needs to evaluate the trade is right on the screen. Max risk, max reward, breakeven points, risk/reward ratio, and net Greeks — delta, gamma, theta, vega — all calculated instantly. The P&L chart shows profit and loss zones in color directly on the price chart, so users see at a glance where the trade makes money, where it loses, and where the breakevens fall. No mental math. No spreadsheet on the side.

Built-in guardrails make it impossible to misconfigure. Dates sync automatically, quantities lock relative to each other, and strikes are restricted to valid combinations. Students can’t accidentally build an invalid trade. Institutions get zero malformed orders reaching the broker.

For educators, this changes how options are taught. Students focus on strategy logic — why this spread at this width — instead of fighting order mechanics. For traders evaluating a position, every number they need is already calculated and visual. Pick the template, read the risk, place the trade.

• 20 strategy templates — pick a strategy and the trade builds itself, no chain required
• Max risk, max reward, breakeven, risk/reward ratio, and net Greeks all calculated instantly
• P&L zones shown in color on the chart — see profit and risk areas at a glance
• Built-in guardrails prevent invalid trades — zero malformed orders reach the broker

03 — Scenario Analysis

Model any scenario before you commit. Drag the IV slider to see volatility impact, or use Price Slices to see exactly what your trade is worth at any price on any date.

Option traders live and die by implied volatility. A straddle bought at 52% IV that drops to 41% post-earnings can turn a $300 loss into a $1,200 loss — but most platforms force you to imagine that outcome. iVest+ shows it. Drag the IV slider up or down from the current level, and a dotted line appears on the risk graph showing the projected position value at the adjusted IV. You see exactly what happens to your P&L if volatility rises, collapses, or stays flat.

Price Slices take it further. Set any price point — by entering a value, a percentage offset, or simply dragging a line on the chart — and see the theoretical P&L, position value, and Greeks at that exact price. Set the date you want to analyze, and the calculation adjusts for time decay. Add multiple lines for deeper analysis: what does the trade look like at the current price, at your target, and at your stop? All three answers are on the screen at once.

For educators, students stop guessing about vega and theta — they see them. Move the IV slider to understand why selling premium into high IV works. Drag a Price Slice to next Friday and watch theta eat into the position. For traders, it’s the fastest way to answer “what’s this trade worth if the stock hits X by Y date?” — no spreadsheet required.

• IV Slider projects position value at any volatility level on the risk graph
• Price Slices show theoretical P&L, value, and Greeks at any price and date
• Enter a price, percentage offset, or drag lines directly on the chart
• Add multiple price lines for side-by-side scenario comparison

05 — Deep History

Step through any day since 1999 and watch Greeks evolve in real time. See how your strategy would have performed under any market condition in 25 years.

Backtesting options is harder than backtesting stocks. Greeks change every day. Volatility shifts. Decay happens. Most platforms offer point-in-time results. iVest+ gives you day-by-day stepping.

Select a strategy. Set an entry date. Then step forward one day at a time and watch how the position evolves. See the Greeks on day 1, day 2, day 15. Watch gamma compress, vega shift, theta decay. Plug in historical prices and watch the P&L surface update. This isn’t looking at a line chart — it’s actually living through the trade, day by day.

For educators, this is revolutionary. Students understand options by experiencing them in minutes vs weeks or months. For traders testing strategies, this is the difference between a theoretical backtest and actually knowing what would happen. And because you can test any date since 1999, you can test strategies across the 2008 crisis, 2020 pandemic, 2022 rate shock, and dozens of other market regimes in living color.

• Daily stepping from 1999 to present for any strategy
• Watch Greeks and P&L change in real time as you advance
• Test across different market regimes (2008, 2020, 2022, etc.)
• Full decay, volatility, and price history embedded

Take It With You

Detach the P&L panel and navigate anywhere in the platform — charts, indicators, fundamentals, heatmap — while your position stays visible.

Most platforms force you to choose: analyze the trade or study the chart. iVest+ gives you both at once. Pop out the P&L graph and move it to any monitor or tab — see your position alongside the daily chart, moving averages, volume, RSI, and support/resistance levels, all live at the same time.

When you use the rolling icons to shift a strike or roll an expiration, you watch the risk curve update while staring at the exact price level you’re rolling to. Decision-making with the trade and the technicals in the same field of view.

• Detach P&L panel and keep it on screen while navigating the app
• Analyze the options position next to full technical charts
• Roll strikes or expirations with the rolling icons — watch P&L update live
• No alt-tab, no memorizing levels, no rebuilding