OptionsMastery.ai provides an interactive options strategy platform that combines portfolio income optimization, AI-powered risk analysis, and market valuation monitoring in a unified console. The platform features a drag-and-drop brokerage statement audit tool that maps existing holdings to covered calls, cash-secured puts, and protective collars, alongside an Athena AI copilot for instant earnings report analysis and voice consultation.
Funding
Funding not disclosed
Founders
Product
Problem
Retail options traders often struggle to identify optimal income-generating strategies, assess portfolio risk exposure, and interpret complex market valuation signals. Without integrated tools that combine strategy modeling, risk analysis, and market context, traders rely on fragmented information sources and manual calculations that lead to suboptimal decisions and increased downside exposure.
Solution
OptionsMastery.ai delivers a consolidated platform console that combines interactive visual sandboxes, live screener sweeps, and real-time market risk dials into a single clean panel. The platform's planning engine accepts drag-and-drop brokerage statements to map existing stock holdings to optimized options overlays including covered calls, cash-secured puts, and protective collars. An Athena AI copilot enables users to upload earnings reports or screenshots for instant risk analysis, complex move explanations, and real-time voice consultation. The strategic growth module generates structured multi-phase options execution roadmaps with custom goals, dynamic CAGR compounding charts, and live SVG payoff diagrams.
Target Audience
Primary users are retail options traders and self-directed investors seeking structured income generation, portfolio protection, and AI-assisted risk analysis tools.
Features
- Interactive portfolio income model showing projected monthly cash flow from T-Bills collateral and option premium with probability of profit calculations
- Athena AI copilot providing instant risk analysis, strategy explanations, and real-time voice consultation mode for uploaded earnings reports or screenshots
- Drag-and-drop brokerage statement audit that maps existing holdings to covered call, cash-secured put, and protective collar overlays
- Market overvaluation meter displaying CAPE ratio and Buffett Indicator with contextual recommendations for protective strategies
- Strategic growth engine generating multi-phase options execution roadmaps with LEAP calls, wheel puts, and collars including live SVG payoff diagrams
- AI scoring system ranking tickers by ROIC, PEG ratio, debt-to-equity, and composite AI score for informed security selection