Portfolio / Account Books
Define manual portfolio mandates, account context, risk tolerance, allowed instruments, and capital context without broker connectivity.
AlphaHarmonic Trade OS
Design every trade like a desk.
AlphaHarmonic Trade OS is a pre-trade architecture workspace for serious discretionary traders and small investment teams. Turn macro context, portfolio mandate, ticker thesis, trade structure, hedge logic, and post-trade review into one disciplined workflow.
No broker connection. No market data. No signals. Just structured trade planning.
Research-to-trade architecture
Workflow Map
Macro Outlook
Risk-on repair, rates stabilizing
Portfolio Mandate
Income / Long-term / Tactical
Ticker Thesis
Variant perception, catalyst path
Trade Construction
Primary leg, hedge leg, residual hedge
Risk Review
Intended exposure vs unwanted exposure
Post-Mortem
Did the trade work for the right reason?
ExposureResidual alpha
ContaminationBeta / sector / vol
ReviewBefore execution
The missing layer before execution
Built for the decision layer before the order.
Most tools help you chart, execute, or review trades after the fact. AlphaHarmonic Trade OS is built for the decision layer before the order: what you are trying to express, why it should work, what exposure you want, what exposure you do not want, and how the trade should be reviewed.
Built around actual trade architecture
From macro regime context to post-trade attribution.
Macro Outlook
Maintain near-term, mid-term, and long-term regime views so every trade starts with market context.
Ticker Thesis Lab
Develop ticker-level research before forcing it into a trade ticket.
Trade Construction Ticket
Translate thesis into structure: primary legs, option expression, sizing, entries, exits, and adjustment rules.
Factor / Residual Design
Separate intended exposure from unwanted factor contamination with explicit hedge logic.
Execution Blotter
Manually log opens, adds, reductions, rolls, hedges, closes, and thesis updates.
Risk / Exposure Monitor
Document gross exposure, net exposure, collateral, delta, hedge ratio, contamination risks, and monitoring triggers.
Attribution / Post-Mortem
Review whether the thesis, construction, execution, and hedge logic worked for the right reasons.
Not a journal. Not a broker. Not a signal service.
The workspace for thesis-driven trade construction.
Typical tools
- Broker apps execute orders.
- Charting tools analyze price.
- Journals review trades after the fact.
- Spreadsheets are flexible but fragmented.
AlphaHarmonic Trade OS
- Structures the thesis before execution.
- Connects macro, portfolio mandate, and ticker thesis.
- Separates intended and unwanted exposure.
- Documents construction, hedge logic, and review criteria.
Who it is for
For traders who want institutional process.
Active Discretionary Traders
For traders who want a repeatable process before every trade, not scattered notes after the fact.
Options / LEAPS / Income Traders
For traders designing multi-leg structures, CSPs, PMCCs, hedges, and convex expressions.
Emerging Managers / Family Offices / Small Teams
For small investment teams that need decision documentation without enterprise OMS/PMS complexity.
No broker connection. No automated trading. No black-box signals.
AlphaHarmonic is built for traders who want to own their process. The software does not tell you what to buy. It gives you the architecture to document what you believe, how you are expressing it, what could prove you wrong, and how the trade should be reviewed.
Pricing / Beta Preview
Choose the workflow that fits your desk.
Start with a 7-day Pro trial, then choose Lite for focused trade planning, Pro for full trade architecture, or Desk for team workflow.
Focused Planning
AlphaHarmonic Lite
Focused trade planning for serious independent traders.
$19.99/month
$149.99/year
For traders who want a structured trade-planning workflow with core architecture and defined workspace limits.
- Up to 50 trade tickets
- Trade thesis tickets
- Manual portfolio/account books
- Macro Outlook
- Basic trade construction
- Entry, stop, target, and invalidation planning
- Simple execution notes
- Basic post-mortem
- No Ticker Thesis Lab
- No attachments
- No CSV import/export
Flagship
Full Architecture
AlphaHarmonic Pro
Full trade architecture for serious discretionary traders.
$49.99/month
$349.99/year
The full AlphaHarmonic Trade OS workflow: thesis, construction, factor design, risk, blotter, and post-mortem.
- Everything in Lite
- Ticker Thesis Lab
- Full thesis architecture
- Intended vs unwanted exposure
- Multi-leg primary share/options construction
- General hedge legs
- Residual/factor hedge legs
- Factor model rows
- Execution blotter
- Risk / exposure monitor
- Attribution / post-mortem
- Attachments
- CSV import/export
Team Workflow
AlphaHarmonic Desk
Team workflow for small investment teams, family offices, and emerging managers.
$249.99/month
$2,499.99/year
For small teams that need shared research-to-trade architecture, approvals, memos, and decision workflow.
- Everything in Pro
- Team workspace
- Multiple users
- Roles and permissions
- Approval workflow
- Comments
- PDF trade memos
- Audit trail
- Shared thesis library
- Admin controls
- Custom onboarding
Bring institutional process to your own desk.