01 · Suggest
The engine drafts the trade
OptionAgent scans SPX and your watchlist, ranks strategies by edge, and drafts a sized order with per-leg greeks and a plain-English rationale.
AI options co-pilot
See the trade before you make it.
OptionAgent surfaces option strategies with the full greeks and the reasoning behind each one, tracks your risk in real time, and executes live through Interactive Brokers — on your approval, never behind your back. And when you want it to, it runs your strategies for you, with you in the loop.
Early access, rolling out in cohorts. No spam. Options trading involves risk.
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Live via Interactive Brokers
Real-time greeks
Backtested logic
Strategies that run for you
How it works
From market to filled order, in three moves.
The engine does the scanning and the math. You keep the judgment and the final click.
02 · Review
You see the whole picture
Greeks, margin-at-risk, and a P&L curve for every idea. Adjust the strikes or size, or pass — nothing moves without you.
03 · Execute
It routes and tracks it live
Approve, and the order goes straight to Interactive Brokers. OptionAgent then tracks it — greeks, P&L, and margin — all the way to close.
Your morning, briefed
Open the app and the day is already read for you.
Every trading morning OptionAgent writes a briefing from your own accounts — portfolio value and the day’s change, the market’s mood, your biggest winner and loser, legs expiring this week, and anything that needs a decision today. Beside it: the trade ideas waiting for you, and an assistant you can ask anything.
Morning briefing
Written from your book, not the news
Four to eight cards, colour-coded by urgency. Expiries and assignment risk come only from your positions — nothing is guessed.
Portfolio Assistant
Ask it, in plain words
Positions, orders, performance, the market — it answers from your data and live prices, and can draft an SPX order for you to review. It never places one itself.
Ideas waiting
Suggestions with a shelf life
Watchlist and roll ideas arrive once a day; intraday ideas expire in thirty minutes. Each shows the legs, a limit price and the reasoning.
Strategies that run themselves
Hands-off trading, with you in the loop.
Pick a strategy from the library, set its rules, switch it on. The engine watches the market all session, enters when the conditions hold, manages the position and exits — on your own server, on your own account. You get every fill as it happens.
01 · Choose
A library of ready strategies
Same-day SPX iron condors, calendars and more, each with a backtest behind it. Clone one and make it yours, or promote your own backtest in one click.
02 · Set the rules
Entries, exits, rolls
Entry windows and conditions — volatility, the day’s range, quiet-day gates. Profit target, stop and time exits. Roll and adjustment rules for when a position moves against you.
03 · Switch it on
Paper first, then live
Run it on a paper account the same way you will run it live. Your live server is ready in minutes, updates are announced with release notes, and orders chase the market so they fill.
Backtest · Optimize · Go live
Prove it on history. Then let it trade.
Minute-level option backtests over years of SPX sessions, with the same strategy logic the live engine runs — so what you test is what you trade.
Backtests
Fills every minute, not every day
Limit orders fill against the real minute-by-minute option prices, so the result includes the entries you would have missed.
AI Optimizer
Sweeps that learn as they go
Hand it a parameter range; it runs the backtests in rounds, proposes the next settings from the last results, and shows what held up across the whole period.
Promote
From result to live strategy
A finished run becomes a live strategy with its parameters carried over — and a report you can read, with the trades, the equity curve and the drawdowns.
Equity options
Beyond the index.
Screen the S&P 500 for setups, plan earnings plays, and keep a watchlist the engine turns into ideas.
Screener
Find the setup, not the ticker
Scan the index universe by volatility, trend and liquidity, with the option chain’s greeks right there.
Earnings
Dates, expected moves, plays
The earnings calendar with the move the market prices in, and the structures that fit it.
Covered calls
Income on what you already hold
Plan calls against your stock, with strikes and expiries suggested from your positions and their volatility.
Features
A trading desk that thinks a step ahead.
Everything an active options trader reaches for — the ideas, the risk, and the execution — in one screen.
AI suggestions
Ideas with their reasoning
Ranked option strategies, each with per-leg greeks and a rationale you can actually evaluate — not a black box.
Live execution
One click to your broker
Route, modify, roll, or close orders through Interactive Brokers from the same place you review them.
Greeks & P&L
Risk, updated tick-by-tick
Portfolio and per-trade Δ Θ Γ V with unrealized and realized P&L, refreshed in real time as the market moves.
Margin-at-risk
Guardrails before you place
Every idea is checked against your account margin and a per-order notional cap, so a fat-finger never leaves the desk.
Backtesting
Prove it on history first
Replay a strategy’s logic across past sessions before you ever commit real size to it.
Market notes
An evening recap that lands
An AI-written summary of the session and what to watch tomorrow, in the app and your chat after every close.
The cockpit
Built to be watched, not babysat.
One live view of every open position — grouped by strategy, with beta-adjusted delta, theta, vega, and P&L. When something needs your attention, it reads at a glance.
Trade lifecycle
One trade, tracked through every adjustment.
Roll it, scale in, take partials — assign each execution to the same trade and OptionAgent keeps one running story: every fill on the price chart, realized and unrealized P&L, from open to close. And it writes the trade’s notes for you: each open, adjustment and close becomes a dated line with the price, the delta and volatility at the time and the day’s move — generated automatically within minutes of the fill, yours to edit.
Performance dashboard
Know what’s actually working.
Your whole book at a glance — win rate, closed-trade totals, and P&L broken out by strategy, underlying, and asset class. Stop guessing which setups pay.
AI-generated market notes
The session, recapped for you every night.
After every close, OptionAgent writes a clear recap of the day — how the indices moved and why, the headlines that mattered, and what to watch next — so you walk into tomorrow already briefed.
Guardrails
Built so a bad minute can’t become a bad month.
Automation only earns trust with limits you can see. These are on for every account, every order, every session.
Caps
Margin and notional limits
Every order is checked against your account margin and a per-order notional cap before it leaves the desk.
Two-factor
Required where money moves
Live-trading accounts sign in with a second factor, and the engine’s every broker login waits for your approval on your phone.
Quote guard
No decisions on stale prices
If the market data stops or restarts, the engine holds: no target or stop fires on a quote that isn’t live.
Stops
Stops that travel with the position
Combo stops and targets stay attached through rolls and partial closes, and are reconciled with the broker when the engine restarts.
Your click
Nothing without your approval
Suggestions and assistant drafts are reviewed and sent by you. A strategy trades only after you switched it on, and stops the moment you switch it off.
Read-only history
Your records, never your orders
Trade history imports through read-only broker reports. The history side of the app can’t send anything anywhere.
Never out of the loop
Every fill, alert and summary — where you are.
The engine works while you don’t watch. What it does reaches you the way you prefer.
- In the app: a notification log of everything that happened, and alerts on position and portfolio conditions you define.
- In your own chat channel: fills, orders, alerts and each strategy’s daily summary as messages on your phone — private to you.
- By email: engine and server updates, and anything about your account.
- Quiet hours hold the noise until you’re back; live trading never waits for them.
Help built in
A guide page for every screen.
The question mark next to each page title opens the help for exactly that page; the Help section holds the whole guide, organised like the app. A short tour walks you through on your first visit — and again whenever you like.
About
Built by traders, for the desk.
OptionAgent is made by OptionAgent Capital Advisors LLC, a small team in San Jose, California, that runs its own strategies on the platform every day. We publish how the engine works, what the backtests show and what changed in the app on the blog.
Company
OptionAgent Capital Advisors LLC
18 S 2nd St
San Jose, CA 95113
United States
Contact
info@optionagent.com
Questions about access, the app or this site.
Broker
The app trades through Interactive Brokers, a third-party broker not affiliated with OptionAgent. Your account and your funds stay with your broker.
Early access
Get a co-pilot on the desk.
OptionAgent is rolling out to active options traders in cohorts. Join the waitlist and we’ll send your invite when your seat opens.
We’ll only email you about access. Unsubscribe anytime.
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