An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Options trading workspace for analyzing, automating, and managing trades across 15+ brokers
Stage
Startup
Startup
Founded
2025
2025
Based in
US
Not given
Pricing model
Not given
Free trial
Pricing
Not given
Free trial: $1 for 7 days. After trial: GEX plan $29/month (billed $87 per 3 months), Wheel plan $49/month (billed $147 per 3 months), Quant plan $79/month (billed $237 per 3 months). Free with TradeStation for Quant plan. 14-day money-back guarantee on first full subscription charge.
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
Real-time GEX and Vanna heatmaps by strike and expiration
Options screener with technical, fundamental and GEX filters
Wheel workflow with roll comparison and breakeven tracking
Direct broker integration with order placement from chart
AI assistant explaining market levels and suggesting strategies
Options trading journal with auto-synced trades and cost basis
Copy trading with verified trader alerts
Support for 15+ brokers with read-only and trade-enabled connections
Options flow data for major tickers with premium flow visualization
REST API and AI client integration via Model Context Protocol
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
All-in-one chart combining market analysis, position tracking, and trade execution without switching tools
Real-time GEX and dealer positioning data built into the trading interface
Automatic Wheel workflow tracking with premium collection effects on breakeven
Secure broker connections through provider authorization without sharing passwords
Constellation Stocks
QuantWheel