Stop Guessing.
Start Generating Income.
Audit your portfolio for hidden risks, build a custom multi-year compounding options strategy roadmap, and consult with elite AI advisor personas to grow your assets.
Drag & drop your statement here
CSV, PDF, XLSX, or TXT
Athena AI Copilot.
Don't just look at a chart; talk to it.
Upload an earnings report, a PDF, or a screenshot, and ask Athena: "What are the risks here?" or "Analyze the drop in NVDA today." It’s like having a Bloomberg terminal into a simple chat.
- Instant Risks Analysis
- Explain Complex Moves
- Strategy Recommendations
Portfolio Intelligence.
Leverage options to increase income & protect capital.
Drag and drop your brokerage statement CSV or PDF. Our planning engine maps your existing stock holdings to optimized options overlays (Covered Calls, Cash-Secured Puts, Collars), identifying yield generation opportunities and custom safety nets.
- Covered Call overlays to generate 8% to 15% annualized yields
- Cash-Secured Puts to acquire premium assets at discounts
- Protective Puts & Collars to shield equity from crashes
Multi-Year Options Roadmap.
Compounding strategies tailored to your target.
Configure your net worth starting point, target milestones, and timeline. Our planning engine generates a structured, multi-phase options execution roadmap (LEAP calls, wheel puts, collars) detailing rules, allocations, and live SVG payoff diagrams.
- Custom Goals & Dynamic CAGR Compounding Charts
- Live SVG Options Payoff Diagrams Inline
- Chat Consultations with Specialized AI Advisor Personas
Smart Stock Screener.
Find hidden gems in seconds, not hours.
Tell our AI what you're looking for—"undervalued tech stocks with strong cash flow" or "growth companies under $50B market cap"—and get instant, scored results. No complex filters. No spreadsheets. Just smart, AI-powered stock discovery.
- Natural Language Queries
- 4-Factor AI Scoring (Value, Growth, Quality, Health)
- Preset Packs (GARP, Cash Flow Kings, Moat Stocks)
- Instant Red Flag Detection
Live Market Pulse.
The market moves fast. Our dashboard moves faster.
See the Top 10% Gainers, Most Active Options, and Oversold RSI signals in real-time. No lag. No fluff. Just the raw data you need to find the next trade.
Your Strategy. Your Rules.
Personalized to your risk appetite.
Athena doesn't just give generic advice. Tell it your risk tolerance—Conservative, Moderate, or Aggressive—and it tailors every recommendation to fit your style. Safety first, or growth first? You decide.
- Risk-Adjusted Recommendations
- Custom Stop-Loss Rules
- Strategy Filtering by Win Rate
Trading Profile
ActiveTrade Anywhere.
Markets don't stop when you leave your desk.
A fully responsive, mobile-first design. Check strategies, chat with Athena, and audit your portfolio from your phone with a smooth, app-like experience.
"Consider closing your NVDA calls before earnings. IV Crush risk is high."