Opty AI Trader is a fully automated wheel strategy portfolio managed by AI. It selects cash-secured puts, monitors them daily, sells covered calls on assignments, rolls when needed, and tracks every trade in a Journal tab — all without you lifting a finger.

Two portfolios, two time horizons

• Monthly Portfolio (30–45 DTE) — Opens new CSPs every Monday morning targeting 30–45 days to expiration. Longer theta decay window, more premium per trade. Opty selects up to 8 positions per cycle.
• Weekly Portfolio (5 DTE) — Opens short-dated CSPs each Monday, expiring that Friday. Higher annualized yield, smaller per-trade premium. Up to 5 positions per week, scaled by VIX regime.

How AI selection works

Every Monday before market open, the AI runs through the full screener universe and selects trades using a multi-step process:

1. Candidate Screening — Stocks are filtered by Wheel Score ≥ 75, no earnings within 7 days (monthly) or 2 days (weekly), and adequate option volume.
2. Chain Analysis — For each candidate, Opty fetches live options chains and filters for strikes 7–12% OTM with at least 1.5% premium yield (premium ÷ strike). Strikes with too little open interest are flagged.
3. AI Decision — Opty picks the best 2–5 trades from the filtered candidates, considering diversification across sectors and current market regime. Each trade includes a one-sentence entry rationale.
4. VIX Regime Scaling (Weekly) — Weekly slot count is scaled by VIXY trend: falling VIX → 5 slots, flat → 3, rising → 2, spiking → 1. This automatically reduces exposure in high-fear environments.

Daily monitoring & automation

After each trading day, the AI reviews every open position and decides what to do:

• HOLD — Position is healthy (still OTM, no catalysts). Nothing to do.
• ROLL — Stock has moved against the position. The CSP is closed and a new one is opened on Monday at a better strike or further expiry.
• CLOSE — The AI takes profit early (e.g. 80%+ of max profit captured with time remaining).
• SELL_CC — After an assignment, the AI sells a covered call at a target strike 5–10% above current price, collecting additional premium.

The Journal tab

The Journal tab gives you a live view across both portfolios:

• Account Balances — Side-by-side: cash available, capital deployed, open premium in progress, realized premium from closed trades, and total premium earned.
• Open Trades — All current positions with symbol, phase (CSP, assigned, CC), strike, expiry, DTE remaining, and premium collected so far.
• Closed Trade History — Full record of every completed trade with return %, premium earned, outcome badge (expired, called away, rolled, closed early), and the AI's original entry reasoning.
• Stats — Win rate (completed cycles), average return, best trade, and total premium collected per portfolio.

Access

• Pro — Full access: both portfolios, live positions, journal, stats, and trade history.
• Free / Guest — Feature locked. Upgrade to Pro to access the AI Trader.