ThetaEdge is a non-custodial options intelligence platform for self-directed investors. It connects to 80+ brokerages, analyzes actual holdings, and surfaces tailored ideas across proven income strategies: covered calls, cash-secured puts, the Wheel, and LEAPs. Alongside the ideas, you get portfolio Greeks, risk monitoring, and crisis management tools such as roll management, tax loss harvesting, and hedging.

Thetix AI, our in-app assistant, answers any investment question in plain English and stress-tests your ideas before you act. Smart alerts, persistent portfolio monitoring, and a daily personalized report keep you ahead of the data without drowning in it.

About 1,000 self-directed investors use ThetaEdge today, with $400M in connected portfolios.

We're now exploring what this could look like for advisory firms and family offices: a way to add client touchpoints around options income and bring assets above the line, without adding manual work to advisor teams. If your firm is curious, we're talking to a small number of partner firms to figure out what fits.

ThetaEdge

Maxim Khailo

This department drives brand strategy, communication, and market engagement efforts.

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