ThetaEdge AI is an options intelligence platform that computes portfolio-specific strategies—covered calls, puts, rolls, Greeks, and scenarios—using your actual holdings, cost basis, and cash, then explains each opportunity in plain English.
What is ThetaEdge?
ThetaEdge is a decision-support tool for self-directed options traders. It connects read-only to 80+ brokerages (or starts from a screenshot) and analyzes your real positions against live market data. It outputs ranked, scored opportunities for income, growth, and optimization—each with plain-language methodology—without executing trades automatically. The platform is built by Thetix Inc., a team of portfolio owners.
Key Features
- Portfolio-aware analysis — The system reads your actual holdings, cost basis, and cash from your brokerage (OAuth, 256-bit encryption) and computes opportunities ranked against your risk profile, not a generic watchlist.
- Pre-evaluated opportunities — Every covered call, cash-secured put, roll, or LEAP is scored and ranked before you see it, including portfolio Greeks (delta, theta, vega, gamma) and probability metrics.
- Continuous monitoring — After the first answer, Thetix tracks open positions, expiration flags, roll alerts, and income generated ($67M+ in covered call premium tracked on platform).
- Thetix AI assistant — Ask questions in plain English; it computes answers from your real portfolio and live data, producing interactive charts and opportunity cards instead of generic text. Benchmark-tested: scored 4.32/5 vs. ChatGPT (3.98) and Claude (3.72) on accuracy and actionability.
- Multi-portfolio coverage — Aggregate realized and unrealized gains/losses across all linked brokerages in one view.
- Crisis management tools — Roll management, tax-loss harvesting, hedging, and a sandbox to test trades before executing.
- Nothing trades automatically — Ideas are staged in a cart; you review and confirm every order before anything is sent to your broker.
Who is it for?
- Self-directed investors with concentrated stock positions — Generate weekly income by writing covered calls on shares they already hold, with clear risk/reward trade-offs shown upfront.
- Options beginners — Learn strategies like covered calls, cash-secured puts, and the wheel through plain-language explanations and methodology visible on every computed card.
- Active options traders — Monitor portfolio Greeks across multiple brokerages, receive roll alerts, and evaluate adjustment scenarios for open contracts.
- Portfolio managers — Use tax-loss harvesting and hedging tools to manage downside during market downturns, with all calculations verifiable.
What can you do with Thetix?
- Generate income from existing holdings: Run covered calls on stocks you own; the platform computes premium opportunities ranked against your cost basis and risk tolerance.
- Test roll strategies: Model extend, defend, or adjust open contracts with every alternative computed before you act.
- Evaluate new entries: Find cash-secured puts or LEAP strategies that match your cash position and upside criteria.
- Stress-test portfolio ideas: Ask Thetix in plain English to show how a market move or earnings event would affect your holdings, with computed Greeks and probability scenarios.
How does it work?
- Connect read-only to your brokerage (or upload a screenshot). No assets are moved.
- Thetix analyzes your holdings, cost basis, and cash overnight, computing fresh opportunities ranked against your risk profile.
- Review opportunities in the dashboard (income, growth, optimization categories) or ask Thetix questions.
- Stage any idea in a cart, review the trade-off view (upside and give-up together), then confirm execution from your broker.
