What is ThetaEdge, Who It’s For, and What to Expect

Unlocking More from Stocks

Have you ever wondered if there’s a way to get more out of the stocks, especially those you already hold - without adding more stress or complexity? Most investors think of gains in terms of price appreciation: buy low, sell high, and hope the market cooperates. But there’s another path - one that doesn’t involve liquidating shares or chasing risky bets. With ThetaEdge, you can turn the stocks in your portfolio into consistent income streams using a disciplined strategy.

ThetaEdge isn’t about hype or hidden algorithms. It’s a clear, data-driven platform that surfaces opportunities to generate income on your terms, helping you keep full control while making smarter decisions. In a world where financial noise and over-complicated tools dominate, ThetaEdge offers something refreshingly different: clarity, simplicity, and empowerment.

The Challenge Investors Face

For many professionals, investing has become both a priority and a burden. You want your portfolio to grow, but real life gets in the way. Careers, families, and the sheer volume of financial data make it difficult to carve out the time needed to stay ahead. And when you do find time, the landscape can feel overwhelming:

• Too much noise: endless charts, toggles, and opinions make it hard to separate signals from distractions.
• Fear of mistakes: a single misstep in options trading can undo months of gains.
• Fragmented tools: brokerage accounts, spreadsheets, screeners, and forums rarely talk to each other.
• Distrust of automation: robo-advisors promise convenience, but often at the cost of transparency and control.

These frustrations keep many investors on the sidelines or locked into passive approaches that leave money on the table. ThetaEdge was created to bridge that gap - offering professional-grade analysis that’s simple to understand, easy to act on, and always under your control.

What is ThetaEdge?

ThetaEdge is a trading intelligence service designed to help you unlock income from your existing portfolio. At its core, it identifies covered-call opportunities - an options strategy where you “rent out” your stocks by selling call options against them, earning premiums while keeping ownership of the shares.

Here’s what sets ThetaEdge apart:

• Tailored opportunity scans: ThetaEdge connects to your brokerage with secure, read-only access and analyzes your actual holdings - not just generic market ideas.
• Risk/reward clarity: Every opportunity card comes with easy-to-read metrics on potential income, probability of assignment, and downside trade-offs.
• Full control: Unlike robo-advisors or bots, ThetaEdge never executes trades for you. You review, you decide, you trade with your broker.
• Thetix AI: Want to know why a certain trade is showing up? Just ask. Thetix translates market complexity into plain language, giving you answers you can act on without wading through jargon.

Think of it as having an experienced analyst by your side - highlighting the most relevant income opportunities, explaining the reasoning, and leaving every final decision in your hands.

Who Is ThetaEdge For?

ThetaEdge is meant for people who want to get more from their investments without making it a second job. You might recognize yourself in one of these situations:

• Investors looking to save time: You want to make decisions without losing hours to research. ThetaEdge simplifies the process, surfacing relevant ideas quickly so you can act and move on with your day.
• Busy earners balancing growth and life: You’re building assets while managing a career and family. Digital tools feel natural, and you’re looking for ways to generate extra income without extra hassle. ThetaEdge gives you a smoother path to turn idle shares into monthly cash flow.
• Those who value structure and discipline: You’ve built meaningful wealth and want to protect it while still earning more. ThetaEdge offers risk‑aware overlays that add income without taking away peace of mind.

Different as these groups are, they share a common goal: feeling capable and confident about their money - without drowning in complexity.

How ThetaEdge Works

We designed ThetaEdge to be simple and intuitive. Here’s how it comes together:

Step 1: Connect Your Brokerage

Link your existing accounts securely. There are no asset transfers and no custody - your money always stays with your broker.

Step 2: Get Tailored Opportunities

ThetaEdge scans your holdings and surfaces covered-call setups with clear risk/reward profiles. Each card shows potential premium income, probability of assignment, and key metrics so you can quickly evaluate fit.

Step 3: Review and Act

Review trades, stress-test scenarios, and place the orders directly with your broker. You’re never forced into auto-execution; every action remains your choice.

Step 4: Stay Informed with Thetix

Need clarity? Ask Thetix anything - from “What’s the risk if this call gets assigned?” to “How much monthly income could I expect if I sell covered calls on Apple?” You’ll get structured, easy-to-digest answers.

Step 5: Track Your Results

The integrated dashboard tracks collected premiums, monitors expiring positions, and helps you understand the progress of your income strategy over time.

In total: a single, integrated platform that reduces cognitive load and gives you the clarity to act.

What to Expect From Us

ThetaEdge is built on three core values: transparency, empowerment, and pragmatism. We believe you should always know how an opportunity works, why it fits your portfolio, and what the potential outcomes are. Our role is to guide - not to push.

And while we start with covered calls, that’s just the beginning. Our roadmap includes:

• Protective strategies to safeguard gains while maintaining upside potential.
• Cash-secured puts to generate income from idle cash balances.
• Portfolio rebalancing intelligence to help you keep allocations aligned and tax-efficient.

We’re also anticipating building a community around it - groups, AMAs, and peer benchmarks - because investing is stronger when you can learn from others and share experiences.

Importantly, ThetaEdge is not an advisory service and not a robo-trader. We provide intelligence and clarity. Think of ThetaEdge as your market radar, while you stay in full control of every decision.

Join the Open Beta

We’re excited to announce that ThetaEdge is now in open beta, with access available for the first 500 users. During this phase, the platform is free to use - we’re inviting you to test, explore, and shape it with your feedback.

This is your chance to:

• Gain early access to a smarter way of generating income on your existing stocks.
• Lock in founder pricing for future upgrades.
• Influence the roadmap by sharing what works, what doesn’t, and what you’d like to see next.

If you’re ready to work with us, turn your existing shares into consistent income, and experience a platform built to keep you in control, then now’s the time to join.

Sign up today and be among the first to help shape the future of investor intelligence.