Investment Optimization vs Spoke

Investment Optimization is a mathematics-driven portfolio analysis platform designed for investors who want deeper insight into their investments. Analyze portfolios using real financial mathematics—not simplified risk scores or opaque assumptions. Measure risk, return, diversification, liquidity, portfolio health, and allocation opportunities through quantitative portfolio analysis and optimization. Some features require a Pro subscription available via in-app purchase (monthly or yearly). FEATURES • Portfolio optimization focused on return enhancement, risk reduction, or balanced allocation objectives • Portfolio variance analysis with decomposition into concentration and cross-asset covariance effects • Correlation-based diversification insights • Beta and linear regression analysis versus benchmarks • Liquidity analytics using price impact methodology • Expected return analysis (nominal and real) • Asset and category exposure tracking • Portfolio risk and return analysis using Modern Portfolio Theory (MPT) concepts • Automated Balance Sheet, Income Statement, and Cash Flow Statement generation • Financial statement tracking and accounting analysis tools • Local-first privacy architecture — your portfolio data stays on your device PRIVACY All portfolio data is stored locally on your device for privacy and control. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.optimizationtoolsllc.com/privacy.html DISCLAIMER This app is designed for informational and analytical purposes only and does not provide investment advice.

Spoke is a wheel strategy tracker for options traders. Log every cash-secured put, assignment, covered call, and called-away exit, and Spoke links them into one continuous cycle with the share lot in the middle, so you always know your real cost basis, your breakeven, and how much premium each cycle has actually paid you. Nothing to configure and no broker login. Your positions stay on your device. TRACK THE WHEEL FOR FREE • Up to 5 open wheel positions (cash-secured puts and covered calls) • Share lots with automatic cost-basis math, including premium collected • Realized P&L calendar that shows which days actually paid you • Position detail with breakeven, max gain, max loss, and cycle totals • Options chain browser with DTE, delta, and premium at a glance • Rolls, assignments, and expirations update the cycle automatically • Full backup and restore • 3 AI Trade Reviews per month SPOKE PRO Pro removes the position cap and adds the analytical layer: • Unlimited positions, plus naked shorts, long calls, and long puts • AI Trade Review: enter a proposed strike, DTE, and credit and get Greek exposure (delta, theta, vega, gamma), effective breakeven including fees and cost basis, a stress-tested P&L heatmap across price and time, a Find Best Fit scan of nearby strikes and expiries, and a written analysis • 50 AI Trade Reviews per month on the advanced model, and then unlimited on the standard model • Wheelhouse Brief: a daily read on every open position, with a Detailed Mode covering capture velocity, concentration, risk hotspots, and roll candidates • Brokerage CSV import with AI column mapping, saved as presets for one-tap re-import • Full Charts tab with Profit Factor, Capital Concentration, and four deep performance visualizations • 15-minute-delayed quotes on positions and chains • Greeks and IV surfaced across the app • Smart and custom alerts (Greek thresholds, price triggers, custom rules) • Priority support and early access to new features BUILT AROUND THE WHEEL Spoke treats the four legs of the strategy (cash-secured put, assignment, covered call, called away) as one cycle rather than four disconnected trades. Realized P&L is attributed to the close date, matching how brokerages report it. PRIVACY Your positions, share lots, and settings stay on your device. Market data is fetched from Polygon.io. AI Trade Reviews send only the fields required to run the analysis (ticker, strike, expiry, quantity, credit) to OpenAI on your behalf. No account numbers, no personal information. SUBSCRIPTION Spoke Pro is available as: • Monthly: $9.99 per month • Yearly: $79 per year • 7-day free trial Payment is charged to your Apple ID at confirmation of purchase. Your subscription renews automatically unless auto-renew is turned off at least 24 hours before the end of the current period. You can manage or cancel any time in your Apple ID account settings. Terms of Use (EULA): https://www.spokeoptions.com/terms Privacy Policy: https://www.spokeoptions.com/privacy IMPORTANT Spoke is a tracker and analysis tool. It does not place trades, provide investment advice, or execute orders. Options trading involves substantial risk and is not suitable for every investor. Market data may be delayed. Consult a licensed financial advisor before making trading decisions. We'd love your feedback. Tell us what's missing at contact@sixdot.ai.