An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Research-grade stock analysis from SEC filings
Stage
Startup
Established
Founded
2025
2020
Based in
US
Not given
Pricing model
Not given
Freemium
Pricing
Not given
Free plan: $0/mo. Pro plan: $24.99/mo or $249.99/yr. Ultimate plan: $49.99/mo or $499.99/yr. Launch offer: 50% off first 12 months on any paid plan with code FOUNDING50 (first 25 redemptions).
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
Nightly stock scoring with published methodology
SEC filing tracking and amendments
Auditor change detection
Insider and congressional trade tracking
Portfolio tracker and exposure breakdown
Trading setup scanning
Watchlist and alert management
Market data from multiple sources
Backtested signal methodology
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
Every number comes from published rules applied to SEC filings, never guessed or narrated by AI
Public track record of all calls graded against market performance
Same methodology and scoring across all pricing plans
Founding member rates locked in and never increase
No conflicts of interest: subscriptions only business model
Constellation Stocks
MatterOfStocks