Where your money is
Every account, every source, one total — by account, strategy, sector or region.
- Accounts
- Strategy
- Sector
- Region
- Margin44.0%$565,100
- Retirement30.0%$385,300
- Taxable17.0%$218,300
- Crypto9.0%$115,600
Departure · Launching early 2027
Every account.
One cockpit.
SOLTIAZ brings your whole portfolio together: margin, retirement, options, crypto, day trading.
All your cockpit instruments are in one place: goals, dividends, alerts, journal, watchlist, screener, copilot, year-end tax file. Every day, you see where you stand, what’s coming and what needs your attention.
Read-only — SOLTIAZ never places orders or touches your money.
4 accounts, 2 currencies · shown in USD
Total net worth
$1,284,300
+$4,210 today
Available cash
$96,400
$41,000 of it committed
Premiums collected — 12 months
$18,740
37 completed strategies
The next 14 days
3
2 option expirations, 1 dividend
Interface in development — sample data.
SOLTIAZ is in development: this page describes the product as it will be at launch, in early 2027.
- Built by an active investor, for active investors
- US & Canada · USD and CAD
- Your data stays yours — full export, anytime
The problem
Your portfolio isn’t complicated. It’s scattered.
You don’t have a strategy problem. Your data is scattered: every tool holds a piece of the truth, none holds the whole thing — and you’re the one piecing it together by hand on Sunday night.
- Three brokers, three different definitions of the same return.
- Taxable and retirement accounts: tax rules that must never mix.
- Options shown as separate legs, never as strategies.
- More than one currency, converted at today’s rate instead of the actual trade rate.
- In April, an accountant who wants more than the broker’s year-end statement.
None of these tools is bad. It’s the gaps between them that cost you time — and sometimes money.
How it works
Three steps.
Connect
Connect your broker read-only, or upload a statement. Anything that can’t be connected, you add by hand — and it counts just the same.
Plan
Your investor profile, your goals, your plan for each stock: why you’re buying, at what price you’d add, and when you’ll review.
Track
Every day, the dashboard compares actual to plan. What you’ll need to report is gathered as the year goes.
Cockpit instruments
One page for every question you ask.
Every page reads the same transaction ledger. Every number is calculated, never typed in — and it’s the same on every page.
Profile and goals
Your investor profile frames your decisions. Each goal has an amount, a date and a monthly contribution that updates automatically.
GoalsUSD
- Today
- Jun 2028Down payment
- Oct 2046Retirement
-
Retirement40% · ahead of schedule
$896,400 to go · $3,735 a month until Oct 2046
-
Down payment64% · behind schedule
$53,600 to go · $2,680 a month until Jun 2028
Decision journal
Your thesis, written before the outcome. Every plan is dated and versioned — nothing is silently rewritten.
Plan · price levelsUSD
- C1Target$124.00
- Current$100.00
- Cost$90.00
- Z1Buy zone$84.00
- A1Stop$76.00
- Inval.Invalidation$68.00
Options strategies
Your option legs are grouped back into strategies: premiums collected, unrealized gain, assignment rate.
| Strategy USD | Net premium | Unrealized gain |
|---|---|---|
| Iron condorSPY · 4 legs | +$1,140 | +$612 |
| Cash-secured putMSFT · 1 leg | +$860 | +$184 |
| Portfolio2 open strategies | +$2,000 | +$796 |
Dividends
What you’ve received and what’s coming, month by month and holding by holding.
- Received this year USD
- $3,420
- Expected — next 12 months
- $4,860
Received by month · 2026
Payment calendar
- Dec 9Dividend — JNJ$124Confirmed
- Dec 11Dividend — MSFT$83Estimated
- Dec 15Dividend — KO$97Confirmed
Control tower
Expirations, dividends, incoming cash: every date lands on the calendar, and your thresholds alert you when they’re crossed. The tower warns you — it doesn’t fly the plane.
Cashflow calendarUSD
August 2026Realized this month +$1,536
| Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
| 1 | ||||||
| 2 | 3 | 4+$7226 pos. | 5 | 6+$1151 pos. | 7+$1171 pos. | 8 |
| 9 | 10+$753 pos. | 11+$1322 pos. | 12+$1901 pos. | 13 | 14 | 15 |
| 16 | 17 | 18 | 19 | 20Rollunrealized | 21 | 22 |
| 23 | 24 | 25 | 26 | 27 | 28 | 29+$1851 pos. |
| 30 | 31 |
Realized in 2026+$8,940
Alerts & analyses
- WarningTop 5 concentration at 34%
- WarningMSFT hit your ‘A1’ stop
- AnalysisGrowth at 41% — target 30%
Watchlist and screener
Your criteria, weighted and saved — starting from templates you adapt, not imposed defaults.
Match to your criteriaout of 100
- MSFT84
- COST77
- KO68
- AMD59
Your weights: trend 40% · momentum 35% · technical setup 25%
Copilot In development
It reads your positions, goals, profile and journal. Its answers are about your portfolio, not an average one — and it does nothing without your confirmation.
YouIs my Growth strategy too heavy?
CopilotGrowth is 41% of the portfolio versus a 30% target. NVDA (18.4%) and MSFT (12.1%) account for the gap.
Positions referenced: NVDA, MSFT
Transactions and fees
One ledger for all your accounts. Brokerage fees and margin interest are counted, not forgotten.
| Transaction USD | Account | Amount | Fees |
|---|---|---|---|
| Buy — MSFTSep 2 | Margin | −$7,600.00 | $1.00 |
| Sell — SPY putSep 3 | Margin | +$215.00 | $0.65 |
| Dividend — KOSep 15 | Retirement | +$97.00 | — |
| Interest paidSep 30 | Margin | −$38.40 | — |
| Total shown — 4 transactions | $1.65 |
Year-end tax file
Gains, cost basis, margin interest, crypto: gathered all year, by the rules of your country of tax residence. Come April, you’re not starting from scratch.
Tax report · 2026CSV
- Dispositions for the year
- Investment income
- Deductible fees
Export for my accountant or CPA · CSV
Interface in development — sample data.
In development Day trading: a separate module you switch on if you need it. A bad week there won’t distort your long-term returns.
The full instrument panel
Your cockpit, set up your way. Choose the metrics you want to track, build your pages and save your layouts.
- Today
- Overview
- Alerts & analyses
- Stocks
- Decision journal
- Watchlist and screener
- Options
- Dividends
- Transactions
- Fees
- Accounts
- Year-end tax file
- Investor profile and goals
In development: Day trading · Copilot
The principle
No autopilot.
Instruments inform, you decide. A dashboard that tells you what to buy has already decided for you.
No stock picks.
SOLTIAZ shows gaps, concentrations, expirations. Never ‘buy this’.
No orders placed.
Broker connections are read-only. Nothing executes from SOLTIAZ.
No made-up numbers.
When history is missing, the metric stays silent instead of showing zero. A percentage always tells you what it’s based on.
Who it’s for
It’s for you if…
- You sell options and track premiums in a spreadsheet
- You hold several accounts, at one broker or many, with no single view of them
- You still work out your returns and ratios by hand
- You invest in USD, CAD, or both
- You dread tax season
- You day trade as well as invest
It’s not for you if…
- You want someone to tell you what to buy
- You’re still learning the basics of investing
- You want automated trading
Pre-flight checklist
Three checks before you board.
Year-end tax file
Capital gains and losses, brokerage fees, margin interest, crypto dispositions: gathered all year and, where needed, converted at the exchange rate on each trade date. The rules follow your country of tax residence, the US or Canada. Tax-advantaged accounts (IRA, Roth IRA, 401(k) · RRSP, TFSA, FHSA, LIRA and other registered accounts) are kept separate from taxable accounts. SOLTIAZ prepares your data; your accountant or CPA advises you.
Connections
Automated read-only sync with a first broker at launch, included in every plan. Every other broker: statement upload or manual entry. An account SOLTIAZ can’t read is clearly flagged — never silently folded into a total.
Security
No SIN, no SSN, no account numbers: your accounts use internal references. Every workspace is isolated, and access is denied by default. Your transactions, journal and reports export to CSV anytime. Leaving costs nothing.
Founding offer
50 seats. Locked price.
The first 50 members get the Advanced plan for the price of the entry-level plan — $15/month (USD), locked for as long as you stay subscribed. In return, your feedback shapes the roadmap.
50 seats · offer open until March 31, 2027, or until the 50th seat is taken, whichever comes first
People on the waitlist are invited first, in sign-up order. The 50 seats go to the first 50 subscribers.
Launching early 2027 · 14-day trial · 60-day money-back guarantee · Prices in USD, plus applicable taxes · No payment until access opens.
SOLTIAZ is in development: this page describes the product as it will be at launch, in early 2027.
FAQ
Frequently asked questions
When will SOLTIAZ launch?
Planned for early 2027, in the US and Canada at the same time. The waitlist is open — people on it hear first.
I’m in the US or Canada — what’s different for me?
You pick your country of tax residence when you set up your workspace. Account types, reporting currency and tax reports follow from that.
Is my data safe?
Read-only connections, no orders possible. No SIN, SSN or account numbers stored. Full export anytime.
Which brokers are supported?
At launch, Interactive Brokers accounts sync automatically; every other broker works through statement uploads or manual entry. The list of automated connections will grow based on what founding members ask for.
What currency am I billed in?
USD, everywhere. SOLTIAZ launches in the US and Canada with a single price, like most trading tools. Taxes are added where applicable.
Will SOLTIAZ tell me what to buy?
No. Never. SOLTIAZ informs, you decide (see ‘No autopilot’).
Destination
Get where you said you’d go.
Goals with an amount and a date. Numbers you can trace. Decisions you can measure.
SOLTIAZ promises no returns and makes no choices for you.
