--- title: "optionDash Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about optionDash Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/231792/optionDash/" page_type: "product" language: "en" --- # optionDash Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) optionDash ## What is optionDash? OptionDash provides tools for Income Investors like Covered Call Screener and Cash Secured Put Screener. You know the benefits of covered calls but don’t know which stocks to use. Use our proprietary scoring systems and your favorite data points to find the best stocks. optionDash gives you access to everything in one simple-to-use screener. Our goal is to provide the best covered call screener on the internet. ## What is optionDash used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for optionDash?[Manage this product listing](https://www.g2.com/products/optiondash/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### optionDash 0.0 VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $29 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## optionDash alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about optionDash Overview ### What company size and specific industries is optionDash built for? optionDash is designed for businesses and teams in the stock market, finance, stock management, investment management, and stock screening sectors. The product fits organizations that need tools for analyzing stocks, managing investments, and supporting financial decision-making, regardless of company size. Features and Usability ### What are the key features of optionDash? optionDash offers API access for connecting data and workflows, plus investment-focused features such as asset lifecycle management, bonds and stocks tracking, investments tracking, financial analysis, financial management, and risk assessment. It is also built for investment advisors, investors, and traders working with market and portfolio data. Pricing ### How much does it cost and what fees or limitations are included? optionDash starts at $29 per month for the Premium flat-rate plan, with the Professional plan at $75 per month. A free version and free trial are available. Premium includes advanced screening criteria, cash-secured put screens, saved searches, trading idea lists, and unlimited searches. Getting Started and Support ### What training and onboarding options does optionDash offer? optionDash provides live online sessions and videos to help teams get started. Live online sessions support guided setup and direct instruction, while videos offer self-paced learning and reference for reviewing key steps and features as needed. Getting Started and Support ### What customer support options does optionDash offer? optionDash provides email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. No reviewer support feedback is available in the catalog data, so user experience with response times, helpfulness, or common frustrations cannot be summarized here. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) optionDash includes **Investments Tracking**, which gives teams a clear view of holdings and investment activity in one place. However, it does not include **Performance Metrics** or **Reporting/Analytics**. Its coverage of **Investments Tracking** helps businesses monitor portfolio positions more closely and maintain better visibility into investment records, allowing teams to stay organized and make more informed day-to-day decisions. API Application programming interface that allows for integration with other systems/databases Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Financial Management Plan, manage, and track the financial activities of an individual or organization For Investment Advisors Used by financial advisors and money managers For Investors & Traders Used by retail investors and active traders/day traders optionDash 7 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time --- ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/231792/optionDash/pricing/) Premium $29.00 Flat Rate,Per Month It includes: - Unlimited Searches - Advanced Screening Criteria - Proprietary Stock Scoring Systems - Saved Search Criteria - Trading Idea Lists - Cash-Secured Put Screens - Personal Watchlist Professional $75.00 Flat Rate,Per Month It includes: - Unlimited Searches - Advanced Screening Criteria - Proprietary Stock Scoring Systems - Saved Search Criteria - Trading Idea Lists - Cash-Secured Put Screens - Personal Watchlist - Commercial Use ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.