Osprey
Options and fixed income, computed locally.
portfolio, positions, options, market risk, exposure, holdings, stress test
Every plan runs on your own hardware. Prices in USD, sold by LINUS Software, LLC.
Pricing
Every tier runs locally. No per-seat metering and no per-request AI fee.
Advisor
$19/mo
- Card held by Stripe. We never see the number — only the brand, last four digits and expiry.
- Runs on your own hardware. Cancel any time.
Review
$29 once
- Card held by Stripe. We never see the number — only the brand, last four digits and expiry.
- Runs on your own hardware.
| Feature | Free | Review $29 | Advisor $19/mo |
|---|---|---|---|
| Import brokerage CSV/OFX | ✓ | ✓ | ✓ |
| Allocation, drift, concentration, stress | ✓ | ✓ | ✓ |
| Lot-level tax, wash-sale-aware harvest list | — | ✓ | ✓ |
| Asset-location analysis | — | ✓ | ✓ |
| Written CFA/CIO portfolio review | 1/month | ✓ | ✓ |
| Company notes on your actual holdings | — | 3 | unlimited |
| Quarterly re-review, drift alerts | — | — | ✓ |
| Options overlay — chains, scan, execute, bonds, perpetuity | — | — | ✓ |
Check it with demo data
The live demo runs the build you would install, loaded with representative data.
The rest of the suite
Every product below runs the same way: locally, on hardware you own.
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