An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Stage
Established
Startup
Founded
2021
2025
Based in
US
US
Pricing model
Freemium
Not given
Pricing
Level 1 membership: $25 per month with annual plan. Level 2 membership available with analyst-curated alerts and additional features; remaining Level 1 subscription can offset part or all of first month of Level 2.
Not given
Key features
Monitors 24 catalyst event types across 6,300 stocks
5-year historical backtests with price reaction patterns
Real-time SEC filing and news monitoring with AI classification
Customizable alerts and watchlists for portfolio monitoring
Entry and exit point recommendations based on historical patterns
Analyst-curated trade ideas for Level 2 members
SMS alerts for premium events
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
What makes it different
~80% win rate on closed trades since 2022
Hallucination-free AI with cited source verification
Designed for options and event-driven traders
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
LevelFields™
Constellation Stocks