Your whole portfolio. One clear picture. Sleep at night.

Your broker shows you positions. It can't answer the questions that actually keep you up at night: What am I on the hook for? How close is a margin call? Is my premium beating the market? IWB Terminal answers all of it — live prices, a risk grade, a cash-flow ledger, and an AI copilot that knows your positions — all scored against Brandon's system.

Join free — see your whole picture
Free during beta · no card · live market data · your data stays on your device
SAFE GRADE B
−46%
the market would have to drop 46% before margin-call risk
On the hook if assigned$66,500
Cash + 7-day money covers74%
NVDA value check64% of intrinsic ✓
Copilot: Your NVDA puts are 8% out of the money. If assigned, you'd own 200 shares at a true breakeven of $155.50 — a price you picked on purpose, and your assignment value stays inside the guardrails.
● LIVE PRICES

Everything your broker won't show you.

Brokers show positions. IWB Terminal shows what they mean — in plain English, on live data.

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Your risk number + grade

One glance: how far the market would have to fall before margin-call risk, graded A+ to F — with the exact dollar moves that would raise your grade.

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AI CopilotNEW

Ask anything about your own portfolio — "what happens if NVDA drops 20%?" — and get answers computed from your actual positions. Education, never advice.

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The value gate on every name

Every holding and put is checked against the IWB intrinsic value formula automatically — VALUE GATE ✓, NEAR VALUE, or ABOVE VALUE, on live prices.

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Income that feels like a paycheck

Premium collected vs your monthly goal, month-by-month history, and what every name has paid you all-time. Close puts as expired, assigned, or bought back — your record builds itself.

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You vs the S&P 500

Your real return against the market with the alpha spelled out, plus your portfolio's estimated beta — how hard you move when the market moves.

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The sleep-at-night math

Count your 7-day money — savings you could move in a week — and watch your survival number improve. See exactly what the market would have to do to actually hurt you.

Up and running in two minutes.

STEP 1

Join free

Name and email. No card, no trial clock.

STEP 2

Load your portfolio

Drop your broker's CSV export — or type positions in. Prices go live instantly and stay live.

STEP 3

Get your picture

Risk number, grade, value checks, income pace — and a copilot to ask about all of it.

Built on the Investing with Brandon playbook.

Not another generic tracker. Every screen is scored against the discipline that keeps put sellers alive — the same rules taught in the IWB community, now watching your portfolio automatically.

01 Know exactly what you're on the hook for — before the market asks.
02 Never let one position quietly take over your account.
03 Only sell puts on companies you'd be happy to own.
04 Know your true breakeven — through every roll and assignment.
The exact guardrail numbers? They're inside — applied live to your own portfolio, with your grade.
100% FREE — JOIN NOW

Free to join. Right now.

$0 · every feature, no limits

No card. No catch. Everyone who joins during the free period gets founding-member treatment if paid plans ever arrive — early users always come first here.

Join free — see your number

Questions

Is my portfolio data safe?

During beta, everything you enter lives in your own browser — nothing is uploaded anywhere. Cloud accounts with encrypted sync arrive at launch.

Does it connect to my broker?

Today: drop your broker's CSV export and positions load in seconds, then prices update live on their own. Full one-click broker auto-sync ships after launch.

Is the AI giving me financial advice?

No. The copilot explains your positions and the IWB rules using your numbers — it never tells you to buy or sell anything, and neither does the app. Analytics and education only.

Is the data really live?

Yes — prices refresh automatically from live market data, and the app tells you the exact timestamp of every price it uses. If a number is estimated (like portfolio beta), it says so.