Intelligent portfolio management

We automate portfolio analysis and simplify execution, so you can manage your portfolio at a professional level, yourself.

Alpaca

Tastytrade

Tradier

TradeStation

Webull

Public

eToro

TradeZero

Lightspeed

Moomoo

Sterling Trading Tech

Charles Schwab

Bank of America

Chase

Citi

Fidelity

Wells Fargo

Your portfolio decoded: allocation by asset class and sector with ETF look-through, plus concentration alerts — computed for you, continuously.

We surface the covered calls and cash-secured puts hiding in your holdings and cash — each one sized, priced, and explained before you act.

Go from insight to order in a click — or just say what you want. Professional moves, without the professional overhead.

Our Agents are pre-programmed to create options trades using optimized strikes and position sizing to match your portfolio size and risk tolerance. Advanced users can adjust strikes, DTE, and quantity.
Our Agents will monitor the underlying price of a security. Trade orders are sent to your broker for execution only after the customizable price trigger is reached.
Profit target and stop loss orders are automatically generated to allow your trading to remain mechanical and take advantage of rapid market conditions.
[ FUTURE ] Set up recurring Agents to execute on the dates or frequency of your choosing.

Create an account with us.
Use our Paper Trading to discover our Agents' abilities to instantly structure an options trade based on a stock's volatility and optimized position sizing.
Connect your brokerage account through ConnectTrade, select a default account, and set risk tolerance in your preferences.
Create Agents tailored to your goals and risk tolerance.
View Agent status and your positions.