An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
You call the theme, we build the basket.
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
US
Pricing model
Not given
Freemium
Pricing
Not given
Free: create account, pick themes, build portfolio, join discussions, connect 1 brokerage, place 1 trade, access AI research and watchlists. Pro: $9.99/month on web (7-day free trial), $11.99/month on Android, $14.99/month on iPhone; yearly plans save about 30%. Pro includes unlimited themes from 35
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
350+ investment themes
Customizable ETF and crowd blend
Real portfolio syncing via SnapTrade
AI stock research
Community discussions
One-click basket investing
Connects to 9 brokerages
Portfolio change history
Live intraday chart (Pro)
Daily portfolio updates (Pro)
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
Blend real ETF holdings with actual investor holdings to see where money is moving
No copying a single investor or fund; uses aggregated anonymous investor data
Money and positions stay in your existing brokerage
No personalized investment advice or automatic trading
Constellation Stocks