Proven Track Record
We previously built one of the most successful options advisory firms - now part of a global investment bank.
Who We Serve
Family Offices
RIAs
Hedge Funds
Institutional Investors
What We Do Best
Option & Strategy Selection
Timing and Execution
Volworks AI Position Management
Volworks does the heavy lifting and simplifies option strategies for investors and advisors. We help you make better decisions about which options to use, when to use them, and how to manage them effectively to optimize returns and minimize losses.
Volworks Platform
The most extensive platform tailored for investors and advisors incorporating options into their investment strategies. Built by institutional options experts, portfolio managers, and veteran Wall Street developers.
Options Strategies
Covered Calls, Put Writes, Booster 1x2, Put Spread Collars, Strangles, Iron Condors, Risk Reversals, Batman
Options Strategies
Options Portfolio Management Solution
Options Portfolio Management Solution
Real-time position management application with customized dashboards, option strategy reports, trade details, alerts, etc. All powered by Volworks AI.
Option Strategy
Payoff Tool
Option Strategy Payoff Tool
Proprietary strategy modeling tool that generates customized strategy payoffs, trade analytics, and a unique time-machine feature.
Reports: Returns, Analytics, & Risk
Reports: Returns, Analytics, & Risk
Customizable risk, return, analytics, and volatility reports that can be exported to PDFs or Excel.
Earnings
Earnings
10-year earnings history with pre and post-earnings moves, quarterly analysis, peer group comparisons, and earnings trades with key statistical metrics.
AI Queries &
Advanced Screener
AI Queries & Advanced Screener
Volworks trained NLMs to query data throughout our platform, including equities, ETFs, options, option strategies, volatility data, probabilities, and risk metrics.
All modules offer charts, graphs, and other data visualization tools, which can be exported with customized branding.
Charts, Graphs, & Data Visualization Tools
Tearsheets
Single stock/ETF tearsheets containing trailing, monthly, quarterly, and contextual expiration returns, technical analysis, and risk metrics. Trading tearsheets with covered calls, boosters, collars, and put writes.
Volworks published research and videos. The portal can be customized for each client.
Research Portal
Advanced Data Visualization Analytics
Outcomes Matter. Volworks Delivers.
From trade analysis to position and risk management, Volworks empowers your team to make sharper decisions, improve performance, eliminate reliance on spreadsheets, all while saving your team’s valuable time.
