Is OptiView a Brokerage or an Analytics Platform?
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Is OptiView a brokerage?

OptiView is not a brokerage. OptiView is an options analytics platform for retail traders that provides strategy analysis and payoff visualization, while all trades, assets, and accounts remain with a broker.

What OptiView does

  • Analyze multi-leg options strategies using structured tools
  • Visualize profit and loss across price ranges and expiration dates
  • Scan option chains using custom filters and criteria

What a brokerage does

  • Execute trades and route orders to the market
  • Provide brokerage accounts and account balances
  • Custody user funds and financial assets
  • Provide access to market data and tradable instruments

Limitations of OptiView

  • OptiView does not execute trades or place orders
  • OptiView does not hold or custody user funds or assets
  • OptiView does not provide investment advice or recommendations
  • Users must use a separate brokerage account for trading

Related Questions

Broker
Can OptiView connect to my brokerage account?OptiView connects to brokerage accounts using secure OAuth 2.0 authorization. This connection allows users to access real-time market data and send order instructions while keeping execution and assets within the broker.
Broker
Which brokers does OptiView support?OptiView connects to four supported brokerages: Tastytrade, Tradier, TradeStation, and Charles Schwab. Connecting a broker unlocks real-time option and equity market data and allows users to send order instructions from OptiView directly to the brokerage account.
Getting Started & General
What is OptiView?OptiView is an options analytics platform for retail traders that enables users to build, analyze, and visualize options strategies. OptiView provides tools for payoff modeling, contract scanning, and evaluating multi-leg positions.