Turning Data into Daily Growth: How Investors Can Benefit from ThetaEdge
Your Portfolio, Your Income Engine
Markets reward clarity, not chaos. Yet between scattered tools, endless charts, and constant market noise, finding consistent income opportunities can feel impossible.
That’s why we built ThetaEdge - a platform that turns professional options analytics into an accessible, language-driven experience. It’s designed for self-directed investors who want to generate income from their existing portfolios with full control and zero guesswork.
Even in open beta, ThetaEdge helps investors identify covered-call opportunities, track performance, and communicate naturally with Thetix, the built-in AI co-pilot for smarter, faster decisions.
A Modern Interface Built Around Clarity
ThetaEdge recently launched a redesigned interface - cleaner, faster, and tailored to how investors actually think. The goal: show key insights first, then let users explore deeper layers of data on demand.
- Left navigation consolidates Action Plans, Performance, and Integrations.
- Right sidebar shows key metrics like weekly gains, average yield, and total active contracts.
- Central workspace presents your personalized daily action plan, powered by real portfolio data.
Redesigned workspace with personalized insights, Thetix chat, and daily opportunities.
Personalized Daily Action Plans
Every trading day begins with your personalized action plan - a summary of where your portfolio can generate the most income today. Each plan includes:
- Priority actions to execute immediately
- Top new covered-call setups based on your holdings
- Performance insights by ticker and expiration
- Optimization suggestions generated by Thetix
Secure Brokerage Integrations
Connect your existing brokerages in minutes. ThetaEdge integrates with Robinhood, Fidelity, Schwab, Wealthsimple, and more - all through read-only connections for total security. No asset transfers, no custody risk, and no trade automation.
Once connected, your holdings sync automatically, letting ThetaEdge scan for covered-call opportunities and real-time premium potential across your portfolio.
Covered-Call Intelligence You Can Trust
ThetaEdge simplifies professional analysis into visual clarity. Each opportunity is presented as a comprehensive analysis card with all the data you need - strike, expiry, yield, risk level, and projected premium. Every card includes:
- Premium per share and total income potential
- Assignment probability
- Breakeven and upside protection levels
- Interactive profit and loss charts
Fine-Tune Before You Act
Different investors have different goals. With Fine Tune, you can customize your trade parameters - expiration, strike, and risk tolerance - and instantly see how returns and probabilities shift.
The entire view updates dynamically, turning what used to be complex scenario modeling into an interactive, visual experience.
Ask Thetix: AI-Powered Clarity in Plain English
Thetix transforms complex analytics into clear, actionable language. Ask it questions like:
- “What does this opportunity mean?”
- “How much premium could I earn on META this week?”
- “What’s the probability my call gets assigned?”
Thetix doesn’t just summarize data; it teaches. Every answer helps you understand your trades better while reinforcing discipline and risk awareness.
Thetix Board: Build Dashboards Your Way
The Thetix Board is your customizable workspace - a command center for analytics, comparisons, and insights. Drag and drop cards for:
- Stock comparisons (e.g., NVDA vs. AMD)
- Volatility scans
- Sector trends and options sentiment
- News updates and portfolio rebalancing insights
- Smart Alerts
Built for Real Investors
ThetaEdge was designed around three core values:
- Transparency - Every opportunity and chart shows its data clearly.
- Empowerment - You approve every trade. No autopilot execution.
- Pragmatism - Data and AI serve your decisions, not the other way around.
It’s a professional-level platform made for investors who want structure without complexity.
Join the Open Beta
ThetaEdge is now open to early users ready to shape the future of investor intelligence. Join today to:
- Access all covered-call and Thetix features for free during beta
- Lock in lifetime founder pricing
- Share feedback directly with our team
👉 Join the Beta - Turn your portfolio into an income engine powered by data, AI, and full control.
Disclaimer
ThetaEdge provides analytical tools and insights, not investment advice. Trading involves risk. Capital is at risk.