An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Connect the dots.
Stage
Startup
MVP
Founded
2025
2025
Based in
US
IL
Pricing model
Not given
Freemium
Pricing
Not given
Free: $0/mo with 1 saved canvas, 2 tickers per canvas, 2 charts per ticker, and a weekly AI allowance. Starter: $10/mo ($8.33/mo billed annually) with unlimited canvases and 7x the Free AI allowance. Pro: $30/mo ($22.50/mo billed annually) with everything in Starter, 20x the Free AI allowance, and s
Key features
Eight-step methodology covering thesis, structure, sizing, execution and review
Live track record updated monthly with results from real brokerage account
CPA verification of calendar year returns under AICPA AT-C Section 215
Free 30-minute one-to-one video walkthrough call
Post-hoc case study breakdown of a completed trade with thesis, structure, sizing and exit analysis
Blog with methodology posts, real trade walkthroughs and live experiments
Framework teaches how to structure options to catalysts and time windows
Educational content teaching options from first principles
Focus on fundamental company analysis as basis for trades
Infinite spatial canvas for organizing research
1-minute intraday candles
SEC filings and earnings transcripts
Market news and sentiment research
AI assistant with full canvas context
Real-time multiplayer collaboration
Wiring canvas nodes and edges for research context
What makes it different
Public track record verified by a U.S. licensed CPA, not just asserted claims
Connects fundamental stock analysis with options structuring, bridging two separate disciplines
Combines disciplined risk management with deep equity research in a rules-based system
Unified research canvas replacing multiple browser tabs
Constellation Stocks
Fynca