For Investors

from $325.00

Better data. Smarter investments. Stronger decisions.

Accelerate your investment growth and build monthly income with intelligent tools and better strategy. An advanced investing service for people who want data-driven decisions, education, and strategy. We provide high-quality, institutional-grade market data and practical education on stocks and equity options for long-term wealth and income strategies, without noise or hype.

  • Institutional-Grade Market Data Access & Insights (COMING SOON!)– Stock, ETF, and options data with the indicators that matter for key decisions.

  • Equity Options Education & Strategy– Learn how options work in plain language and apply practical strategies to generate monthly income, accelerate long-term portfolio, tax strategy, and risk management.

  • AI Insights & Predictive Analytics (COMING SOON!) – Auto-generated, plain language takeaways that summarize what matters, what changed, and what to watch next. Use machine learning on historical data to uncover repeatable patterns, trends, and risk signals you can monitor over time.

You do not need to be a Wall Street pro to invest with discipline.

Option Education/Strategy:

Better data. Smarter investments. Stronger decisions.

Accelerate your investment growth and build monthly income with intelligent tools and better strategy. An advanced investing service for people who want data-driven decisions, education, and strategy. We provide high-quality, institutional-grade market data and practical education on stocks and equity options for long-term wealth and income strategies, without noise or hype.

  • Institutional-Grade Market Data Access & Insights (COMING SOON!)– Stock, ETF, and options data with the indicators that matter for key decisions.

  • Equity Options Education & Strategy– Learn how options work in plain language and apply practical strategies to generate monthly income, accelerate long-term portfolio, tax strategy, and risk management.

  • AI Insights & Predictive Analytics (COMING SOON!) – Auto-generated, plain language takeaways that summarize what matters, what changed, and what to watch next. Use machine learning on historical data to uncover repeatable patterns, trends, and risk signals you can monitor over time.

You do not need to be a Wall Street pro to invest with discipline.

Leverage institution grade market data and AI driven insights to make smarter, more disciplined investing decisions without noise or hype.

Details

  • Institution grade daily market data delivered as a dashboard or download, built for decision making without breaking your pockets. All key data in 1 place, user-friendly tool. You get the indicators, key levels, and options data you need in one place so you are not guessing where support and resistance are, whether a trend is weakening, or which option contract is the best fit for your strategy. probability win rate through proprietary decision framework and formulas.

    What is included

    • Stock and ETF indicators including OHLC, volume, 52-week high and low, RSI, SMA, EMA, and Bollinger Bands

    • Key levels data including support and resistance to help you plan entries, exits, and risk zones with more clarity

    • Options data including quotes, bid and ask, open interest, volume, implied volatility, and greeks such as delta, gamma, theta, and vega

    • Proprietary formulas and a decision framework to compare option contracts and reduce guesswork when selecting options with high probability win-rate

    Benefits

    • Stop bouncing across platforms and get decision ready data in one view

    • Stop paying high prices for siloed data

    • Reduce guessing with clear levels, indicators, and contract comparisons

    • Make more disciplined choices using a structured framework

    • Save time and improve consistency with daily data you can rely on

    Pricing

    • $9.99 per month subscription for dashboard and downloaded data

    You do not need to be a Wall Street pro to invest with discipline.

    Disclaimer: Educational content only. Not financial, investment, tax, or legal advice.

  • Learn equity options in plain language and apply practical, income focused and risk managed strategies using real examples and a repeatable framework. This is for investors who want to understand options trading (not gambling or day trading) for long-term wealth building and monthly income generation concepts without hype, signals, or confusing jargon.

    What is included

    • Options fundamentals explained clearly, calls, puts, intrinsic and extrinsic value, and how pricing works

    • The Greeks in plain language, delta, gamma, theta, vega, and how they impact risk and outcomes

    • Volatility and liquidity basics including implied volatility, bid ask spreads, and what makes a contract tradable

    • Live, practical scenarios walk through

    • Strategy checklists and risk guardrails including position sizing, entry and exit planning, and what to avoid

    • Education for LEAPS, covered calls, and cash secured puts with a focus on consistency and risk management. Clients can choose topics to cover: covered calls, LEAPS, or cash secured puts.

    • A simple decision framework to compare contracts so you are not guessing

    Benefits

    • Understand options faster without overwhelm or jargon

    • Build a consistent process for evaluating contracts and managing risk

    • Avoid common mistakes that lead to bad fills, overpaying, or taking on too much risk

    • Feel confident using options as part of a long term investing plan

    Pricing

    • 60-minute 1 to 1 session $325

    • 90-minute 1 to 1 session $449

    • 4 session package $1,399

    Disclaimer: Educational content only. Not financial, investment, tax, or legal advice.

  • Pattern Discovery applies AI and machine learning to historical stock, ETF, and options data to uncover recurring behaviors that most investors do not spot consistently. Instead of guessing, you get evidence based signals and thresholds you can monitor over time, so your decision framework improves with real data and experience.

    What is included

    • Historical analysis across trend, momentum, volatility, and options behavior

    • Strategy specific studies for long term investing, LEAPS, covered calls, and cash secured puts

    • A pattern and signal library with clear definitions and thresholds you can reuse

    • Backtesting style summaries that show what tended to happen next under similar conditions

    • Risk flags that identify common traps such as volatility spikes, premium traps, trend breaks, and liquidity issues

    • Monitoring rules so you can track patterns going forward without staring at charts all day

    Benefits

    • Learn what tends to work best under specific market conditions using data, not opinions

    • Spot higher quality setups and avoid common mistakes faster

    • Reduce trial and error by learning from historical behavior

    • Build a repeatable process that gets stronger over time

    • Gain confidence because your framework is grounded in evidence

    Disclaimer: Educational content only. Not financial, investment, tax, or legal advice.

How it works

This is for investors who already have a solid financial foundation and want to level up with data driven decisions. Whether you’re building long term wealth or learning stock and equity options strategies for monthly income, you’ll get clear insights and practical education so you can evaluate opportunities and manage risk without noise or hype.

What you’ll get

  • Education on how to generate monthly income

  • Education on how to own stocks at cheaper price and leverage

  • Education on how strategically invest to minimize tax liabilities and keep all your gains

  • Market data summaries that help you focus on what matters (available via subscriptions only)

  • An automated decision framework for stocks and equity options

  • Education on risk, position sizing, and trade planning

  • Guidance on how to interpret volatility and options pricing

  • Clear next steps so you know what to look for and why

  • High-quality and reliable market data such as EMA, SMAs, Support/Resistance, Options Greeks, Options Quotes (available via subscriptions only)

  • Dashboards and analytics tools to assist you with better decisions (available via subscriptions only)

Good fit if you

  • Already have a basic money foundation and want a smarter investing system

  • Moderate to high risk tolerance

  • Want to understand stock data and equity options without overwhelm

  • Prefer clear structure and education over hype and predictions

Not a fit if you

  • Are looking for guaranteed returns or quick wins

Disclaimer: Educational content only. Not financial, investment, tax, or legal advice. I am not a licensed financial advisor. You are responsible for your own decisions.