An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Earnings-call intelligence for U.S. public companies with transparent sentiment scores and macro insights
Stage
Startup
Startup
Founded
2025
2026
Based in
US
Not given
Pricing model
Not given
Freemium
Pricing
Not given
Free tier includes all prior quarters' sentiment scores for 500+ companies, analyst tracker, and company lists. Tellvest Pro: $12/month includes the newest quarter's analysis, pre-earnings briefs, macro signal screener, and live trade signals. 30-day free trial with full Pro access, no credit card r
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
Transparent 1-10 sentiment score for 500+ U.S. public companies based on GAAP revenue, transcript tone, EPS trends, and guidance
Analyst question classification by tone and topic to identify where management deflects
Macro signal aggregation across hundreds of companies by theme and sector
Analyst and firm tracker grading challenge rates and questioning patterns
Cross-company mentions pulled verbatim from earnings calls
Economic Sentiment Index tracking macro conditions across 500+ companies
Sector and industry intelligence comparing sentiment and macro signals
Backtest of score consistency versus historical post-earnings returns
Pre-earnings briefs for companies reporting in the next 7 days (Pro)
Live trade signals with full signal history based on score consistency rules (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
Bottom-up macro insights: aggregated CEO commentary from 500+ earnings calls, not top-down forecasts
All data sourced from SEC filings and public earnings transcripts, verified automatically with no paraphrase
Analyst grading: track which analysts challenge management most rigorously and which firms are highest-quality
Prior quarters always free to browse; Pro unlocks current quarter and forward-looking tools on day of analysis
Constellation Stocks
Tellvest