01 · Suggest
The engine drafts the trade
OptionAgent scans SPX and your watchlist, ranks strategies by edge, and drafts a sized order with per-leg greeks and a plain-English rationale.
How it works
The engine does the scanning and the math. You keep the judgment and the final click.
How it works
From market to filled order, in three moves.
The engine does the scanning and the math. You keep the judgment and the final click.
02 · Review
You see the whole picture
Greeks, margin-at-risk, and a P&L curve for every idea. Adjust the strikes or size, or pass — nothing moves without you.
03 · Execute
It routes and tracks it live
Approve, and the order goes straight to your broker. OptionAgent then tracks it — greeks, P&L, and margin — all the way to close.
Your morning, briefed
Open the app and the day is already read for you.
Every trading morning OptionAgent writes a briefing from your own accounts — portfolio value and the day’s change, the market’s mood, your biggest winner and loser, legs expiring this week, and anything that needs a decision today. Beside it: the trade ideas waiting for you, and an assistant you can ask anything.
Morning briefing
Written from your book, not the news
Four to eight cards, colour-coded by urgency. Expiries and assignment risk come only from your positions — nothing is guessed.
Portfolio Assistant
Ask it, in plain words
Positions, orders, performance, the market — it answers from your data and live prices, and can draft an SPX order for you to review. It never places one itself.
Ideas waiting
Suggestions with a shelf life
Watchlist and roll ideas arrive once a day; intraday ideas expire in thirty minutes. Each shows the legs, a limit price and the reasoning.
Features
A trading desk that thinks a step ahead.
Everything an active options trader reaches for — the ideas, the risk, and the execution — in one screen.
AI suggestions
Ideas with their reasoning
Ranked option strategies, each with per-leg greeks and a rationale you can actually evaluate — not a black box.
Live execution
One click to your broker
Route, modify, roll, or close orders through your broker from the same place you review them.
Greeks & P&L
Risk, updated tick-by-tick
Portfolio and per-trade Δ Θ Γ V with unrealized and realized P&L, refreshed in real time as the market moves.
Margin-at-risk
Guardrails before you place
Every idea is checked against your account margin and a per-order notional cap, so a fat-finger never leaves the desk.
Never out of the loop
Every fill, alert and summary — where you are.
The engine works while you don’t watch. What it does reaches you the way you prefer.
- In the app: a notification log of everything that happened, and alerts on position and portfolio conditions you define.
- In your own chat channel: fills, orders, alerts and each strategy’s daily summary as messages on your phone — private to you.
- By email: engine and server updates, and anything about your account.
- Quiet hours hold the noise until you’re back; live trading never waits for them.
Help built in
A guide page for every screen.
The question mark next to each page title opens the help for exactly that page; the Help section holds the whole guide, organised like the app. A short tour walks you through on your first visit — and again whenever you like.
Risk disclosure. OptionAgent is a trading tool, not investment advice. Options trading involves substantial risk and is not suitable for every investor. Nothing here is a recommendation to buy or sell any security.