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What is QuantWheel?

QuantWheel is a software platform for options traders that combines portfolio analysis, options screening, quantitative market data, trade journaling, and AI-powered research tools. It is designed for several styles of options trading, including income strategies, directional trades, covered calls, cash-secured puts, rolling positions, and the Wheel strategy. Users can connect supported brokerage accounts through read-only integrations so QuantWheel can analyze portfolio context without being able to execute orders or access brokerage passwords. The platform uses connected positions, cost basis, assignments, rolls, cash balances, and watchlists to surface portfolio-specific opportunities and risk information. Its Options Screener helps identify potential covered calls, cash-secured puts, and other options trades using market and position data. The Roll Assistant allows traders to compare potential adjustments to existing positions before assignment, while the Options Journal synchronizes trades and tracks premium-adjusted cost basis. QuantWheel also includes gamma exposure analytics, options flow, Vanna and Charm data, GEX heatmaps, max pain tools, and calculators for evaluating options strategies. QW Intelligence adds an AI layer that can answer questions using the trader’s portfolio context together with market information, news, and options analytics. Users can create recurring AI jobs for repeated research tasks and can expose selected QuantWheel functionality to compatible AI systems through MCP or API connections. The platform also provides free educational material, calculators, strategy guides, and tools that can be used without connecting a brokerage account. QuantWheel is designed for self-directed options traders who want a single environment for research, portfolio context, quantitative analytics, AI assistance, and ongoing position management.

What is Charm.io?

Harness the power of Charm to explore and evaluate a staggering 4 million ecommerce brands around the world, gaining invaluable insights that assist in lead generation, merchandising, and sourcing. With Charm, you can create a robust pipeline of ecommerce brands and TikTok Shops by identifying and connecting with those that fit your specific criteria, utilizing filters based on essential metrics such as the Charm Growth Score™, Charm Success Score™, ad activity, technology stack, marketplace involvement, and social media presence. Additionally, discover up-and-coming brands that are making waves online and on TikTok Shop by refining your search by product category, allowing you to select brands that perfectly match your retail requirements for more strategic merchandising decisions. Gain access to comprehensive insights that enable you to assess potential investment opportunities, as Charm’s Growth Score™ has a proven track record of spotlighting breakout brands before they achieve mainstream success. By employing sophisticated analytics, you can identify promising businesses and make well-informed sourcing and investment choices. Furthermore, Charm.io leverages proprietary AI models to meticulously identify, analyze, and score every ecommerce brand available online, utilizing over 70 filters to help you compile lists of brands that fit your ideal customer profile, ultimately enhancing your business strategies. This comprehensive approach provides a significant advantage in navigating the increasingly competitive ecommerce landscape.

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Integrations Supported

Integrations Supported

HubSpot CRM
HubSpot Content Hub
HubSpot Customer Platform
Salesforce

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

QuantWheel

Company Location

United States

Company Website

quantwheel.com

Company Facts

Organization Name

Charm

Date Founded

2019

Company Location

United States

Company Website

charm.io

Categories and Features

Options Trading

Not specified

Categories and Features

3PL

Not specified

Amazon Seller Tools

Not specified

B2B Data

Not specified

Competitive Intelligence

Alerts/Notifications
Benchmarking
Competing Product Analysis
Keyword Tracking
Social Media Monitoring
Trend Analysis
Website Monitoring

eCommerce

Not specified

eCommerce Analytics

Not specified

eCommerce Tools

Not specified

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Segmentation
Pipeline Management
Prospecting Tools

Lead Management

Lead Capture
Lead Scoring
Lead Segmentation
Prospecting Tools

Market Intelligence

Not specified

Sales Prospecting

Not specified

Technographic Data

Not specified

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