TheoTrade Review 2023

Jeremy Biberdorf
By: Jeremy Biberdorf
May 02, 2023
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TheoTrade Review 2023


4.5 rating based on 5 ratings


In a nutshell: TheoTrade is a trading education platform that provides a variety of options trading strategies and investment advice to its members. TheoTrade has established itself as a leader in the industry, offering a wealth of educational content and resources to help traders of all experience levels succeed in the markets.

But what exactly does TheoTrade offer? And is it worth signing up for? In this comprehensive TheoTrade review, we’ll delve into all aspects of the platform, including its pros and cons, history, membership options, and features, to help you determine if TheoTrade is right for you.

FeesFavorite Feature
$99/mo or $997/yrReal-time trade alerts
Pros & Cons
  • Stellar track record
  • Live market chatroom
  • Educational content
  • Cost
  • Can be overwhelming
  • Options focused

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Favorite FeatureReal-time trade alerts

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TheoTrade History

TheoTrade was founded in 2006 by options trading expert and educator Don Kaufman. Kaufman, who has more than 20 years of experience in the industry, saw a need for a comprehensive and educational platform that could help traders of all experience levels succeed in the markets.

Since its inception, TheoTrade has grown significantly, attracting a large and devoted community of traders. The platform now offers a wide range of educational resources and tools, including webinars, trading simulations, and real-time trade alerts, to help traders make informed decisions and navigate the markets with confidence.

External TheoTrade Review & Ratings

Trustpilot4.2 from 23 reviews
Google Play4.1 from 41 votes
Apple App Store4 from 18 reviews

Here are some reviews from traders who have experienced the platform firsthand:

“I’ve been a member of theo, I think for about 5 years, where I had to unlearn what I had learned in order to learn from real traders. I have plenty of reasons to recommend Theo as a great opportunity to learn the business of trading. 5 star, for customer service, classes, live room, coaches etc. as everything. For those who criticize the trade recommendations that are made live in the room, what does not work for my risk, I pass and concentrate on what best suits my risk. In general, highly recommended and for my part grateful to Theo.”
“This site is great, unless you are waiting for trades, not a lot of trades but the most important part is you learn a lot, enough to use that knowledge and trade for yourself. Very diversified instructors, the one who spoke to me was Blake Young took his mentorship my 5K turned to 80K and those are all my trades. If you are expecting hot tips not for you, if you want to learn I wouldn’t recommend any other site but this one.”
“I have been with a number of services, but with TheoTrade I finally found the level and volume of instruction I have always been looking for in the market. I am a much better trader today because of the instruction that is here, day after day.”
“The education is second to none, and if you are a novice when it comes to markets and trading, the training material is superb, professional, organized and written in plain English. The professionals at TheoTrade have all of the content that can get you to whatever level you want to take your trading/investing education and skill to. Been a member for 3 years, and I am still growing and learning, really enjoying the experience.”

Membership Options

TheoTrade offers two different membership options to suit the needs and budget of different traders. These options include:

  • Monthly ($99/mo): This option provides access to a range of educational content and resources, including webinars, market analysis, and trading simulations.
  • Annual ($997/yr): All resources included in the monthly membership with a $191 discount for paying annually
  • Individual Classes (Price Varies): With over 60 virtual classes hosted on their website, TheoTrade allows each to be purchased individually, for those who do not want to subscribe to the full membership. With that said, the pricing is structured in a way that makes the unlimited package seem like a much better bang for your buck.

TheoTrade Features

In addition to its educational content and community resources, TheoTrade offers a number of features to help traders succeed. Some of the standout features include:

  • Trading chat room: Members can connect with each other in real-time to discuss market conditions and trading strategies.
  • One-on-one coaching: Members can get personalized coaching sessions with professional traders to help them improve their skills and strategies.
  • Market analysis: TheoTrade provides in-depth analysis of current market conditions, including technical and fundamental analysis, to help traders stay informed.
  • Live events: Ask Instructors your questions in person (virtually), and also forge new alliances and friendships in the trading community.

The Team Behind TheoTrade

At TheoTrade, a diverse team of experienced professionals from various backgrounds in the financial industry and digital marketing space work together to provide a comprehensive trading education platform. The team’s expertise and dedication contribute significantly to the platform’s success, helping traders of all levels improve their skills and navigate the markets confidently.

Key Members of the TheoTrade Team:

Don Kaufman – Co-Founder, Lead Instructor, Risk Management – Stocks, Options, Futures

  • Don Kaufman brings over 21 years of financial industry experience to TheoTrade. As the Co-Founder and Lead Instructor, Don oversees the company’s overall strategy and execution while focusing on creating innovative educational content. With a background in equities, options, futures, currencies, risk management, financial modeling, technical analysis, volatility and derivative pricing, and market making, Don is a leading financial strategist and educator.

Jeff Roth – Co-Founder, COO, CMO, Executive Operations and Marketing Strategist

  • Jeff Roth, a 17-year veteran digital strategy and implementation executive, co-founded TheoTrade and currently manages the company’s operations and marketing strategies. Jeff’s experience includes co-founding, strategizing, and driving revenues for three multi-million dollar financial education startups within a 6-year timeframe. He has expertise in company-wide strategy and deployment initiatives, lead generation, customer nurture cycles, membership retention, digital sales funnel strategies, and various digital marketing certifications.

Supporting Instructors and Analysts

In addition to the co-founders, TheoTrade boasts a team of experienced instructors and analysts who bring their unique expertise to the platform. These professionals specialize in different aspects of trading and investing, ensuring that TheoTrade’s content is diverse and covers a wide range of topics. They are instrumental in conducting webinars, providing market analysis, and assisting members in their trading journey.

Customer Support and Operations Team

TheoTrade’s customer support and operations team play a crucial role in ensuring a seamless experience for users. They handle inquiries, address technical issues, and provide assistance with account-related concerns. This dedicated team works tirelessly to ensure that TheoTrade members can focus on learning and improving their trading skills without any hurdles.

Who is TheoTrade Best for?

TheoTrade is an excellent platform for a variety of traders, but it is particularly well-suited for certain individuals. The platform is ideal for:

  • Options traders: TheoTrade focuses primarily on options trading, so it’s perfect for those who are interested in mastering this specific trading strategy or expanding their existing knowledge.
  • Traders seeking education: If you’re looking to learn more about trading and investing, TeoTrade’s wealth of educational content can help you build a strong foundation and enhance your skills.
  • Active traders: Those who engage in active trading will benefit from the real-time trade alerts and market analysis provided by TheoTrade, allowing them to stay informed and make timely decisions.
  • Community-driven traders: If you appreciate learning from and engaging with fellow traders, TheoTrade’s live chat room and interactive events offer opportunities to connect and learn from like-minded individuals.
  • Traders seeking personalized coaching: For those who want one-on-one guidance and support, TheoTrade offers personalized coaching sessions with professional traders to help you hone your skills and develop effective strategies.

Who is TheoTrade Not Ideal For?

While TheoTrade has a lot to offer, it may not be the perfect fit for everyone. The platform might not be ideal for:

  • Beginners seeking simplicity: The extensive educational content and resources available on TheoTrade can be overwhelming for some beginners who prefer a more streamlined and simplified approach to learning.
  • Traders focused on other securities: If your primary interest lies in trading stocks, futures, forex, or other types of securities, you may find other platforms that cater specifically to those markets more suitable.
  • Passive investors: TheoTrade is designed for active traders, so those with a long-term, buy-and-hold investment strategy might not find the platform as valuable or relevant to their needs.


There are a number of compelling reasons to consider joining TheoTrade. For starters, the platform has a fantastic track record, with professional traders and experts sharing their experience and insights to help traders make informed decisions.

One of the standout features of TheoTrade is its trading chatroom, where members can discuss market conditions and trading strategies with each other in real-time. This can be an invaluable resource for traders looking to gain a deeper understanding of the markets and stay on top of current trends.

In addition to its educational content and community resources, TheoTrade also offers a number of tools and resources to help traders succeed. This includes access to market analysis, real-time trade alerts, and live events, among others.


While there are certainly many positives to TheoTrade, it’s important to be aware of the potential drawbacks as well. One potential concern is the cost of membership, which can vary depending on the level of access you choose. While the platform does offer a variety of membership options, some traders may find the prices to be on the higher side.

Another potential issue is the amount of content and resources available on the platform. While TheoTrade offers a wealth of educational material and tools, some traders may find it overwhelming or may struggle to sift through everything to find what’s most relevant to them.

It’s also worth noting that TheoTrade is geared primarily towards options trading, which may not be suitable for all traders. If you’re primarily interested in other types of securities, such as stocks or futures, you may find other platforms more suited to your needs.

Have you ever tried options trading before? What was your experience like?

Is TheoTrade Worth It?

For traders who are committed to learning from industry experts and willing to invest the time and effort to enhance their trading skills, TheoTrade is undoubtedly worth considering. The platform’s comprehensive educational resources, expert guidance, and supportive community make it an excellent choice for those serious about improving their trading abilities and achieving success in the markets..

With its fantastic track record, extensive educational content, and a range of helpful features and tools, TheoTrade is a top choice for many traders looking to improve their skills and succeed in the markets.

TheoTrade Review: Final Thoughts

TheoTrade is a comprehensive trading education platform that caters primarily to options traders and those seeking in-depth educational content, expert guidance, and a supportive community. With a stellar track record and a wealth of resources and tools, it is an excellent choice for traders looking to up their game and succeed in the markets.

However, it’s essential to consider whether TheoTrade is the right fit for your trading needs and preferences. For those who prefer a more streamlined, simplified approach to learning or who are focused on other types of securities, alternative platforms may be more suitable.

Ultimately, the value of TheoTrade depends on your willingness to engage with the platform’s extensive resources and invest the time and effort to improve your trading abilities. For those who are committed to doing so, TheoTrade offers an invaluable opportunity to learn from industry experts, connect with like-minded traders, and receive personalized coaching to elevate their trading success.

Considering the platform’s proven track record, diverse educational content, and numerous helpful features, TheoTrade is worth exploring for traders seeking a comprehensive and well-rounded trading education experience.

If you’re ready to take your trading to the next level with TheoTrade, why not sign up for a membership today?

Frequently Asked Questions

TheoTrade is an online trading education platform that specializes in providing options trading strategies and investment advice to its members. Founded by Don Kaufman, a seasoned industry expert, TheoTrade aims to help traders of all experience levels to succeed in the markets.

TheoTrade offers different membership options. A monthly membership costs $99 per month, while an annual membership is priced at $997 per year, which allows you to save $191 in total. Individual classes can also be purchased at varying prices.

Both monthly and annual TheoTrade memberships provide access to a range of resources including educational webinars, market analysis, trading simulations, and a trading chat room. The annual membership offers all the same benefits but at a discounted rate for paying annually.

The primary focus of TheoTrade is options trading. The platform provides a wealth of resources, including webinars, real-time trade alerts, and a trading chat room, all geared towards helping traders succeed in options trading.

TheoTrade was founded by Don Kaufman in 2006. Don has over 20 years of experience in the financial industry and created TheoTrade to meet the need for a comprehensive trading education platform.

While TheoTrade is rich in educational content, some beginners might find it overwhelming due to the extensive amount of information provided. It’s most beneficial for those who have a keen interest in learning about options trading and are willing to invest the time to understand the wealth of resources available.

Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He’s a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.