An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Automate buy-low, sell-high ladders on assets you already hold with desktop-based broker automation
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
US
Pricing model
Not given
Not given
Pricing
Not given
Usage-based credits: one credit equals one position checked in one engine cycle. From $5 for 250,000 credits. No monthly fee; credits do not expire and are used only when the engine checks positions with assigned strategies. Auto-refill is optional.
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
Swing Ladder strategy with configurable buy and sell price levels
Desktop Broker Agent for macOS, Windows, and Linux
Support for Robinhood and Interactive Brokers
Automated position checking every minute by default during market hours
Free backtesting without connecting a broker
Adjustable sync intervals: 1, 5, 15, or 30 minutes
Three strategy presets: Accumulate, Moderate, and Aggressive
Real-time trading dashboard showing trades and credit balance
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
Usage-based pricing with no monthly fee or subscription
Works on positions you already hold without requiring new purchases
Quick setup in roughly seven minutes without API keys or support calls
Constellation Stocks
TradeBo