| 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
| - Stock screener with 60+ filters for valuation, dividends, growth, profitability, analyst ratings, performance and technicals
- ETF screener with 50+ filters including asset class, issuer, expense ratio, yield and volatility
- Interactive price charts powered by TradingView's Lightweight Charts library
- Financial statements including income statements, balance sheets and cash flow statements
- Real-time prices from IEX during regular US market hours
- Embeddable stock widgets for websites
- Market lists for indices and sectors including S&P 500, Nasdaq-100, Russell 2000 and sector breakdowns
- Delisted stock pages showing acquisition, merger or bankruptcy outcomes
- Cryptocurrency quotes and charts for major cryptocurrencies
- Stock market dictionary with financial terms in plain language
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| 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
| - No account or sign-up required to access all research
- Covers 6,000+ stocks and 5,000+ ETFs with daily updated market data
- Real-time prices during market hours from IEX exchange
- Open-source widget code on GitHub for embedding market data on other websites
- No cookies, analytics trackers or personal data collection
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