Pre-Trade Intelligence
CER™ — Expiration-Based Return Intelligence
Ranks holdings, strategies, and expirations using proprietary historical context, relative performance, and momentum.
| SYMBOL | PRICE | STRIKE | PREM $ | Upside BE% |
PROB>BE | RATING |
|---|---|---|---|---|---|---|
| AAPL+2 | $280.14 | $300.00 | $1.72 | 7.7% | 14.1% | 2 |
| AMZN+2 | $268.26 | $300.00 | $1.80 | 12.5% | 10.6% | 1 |
| GOOGL+2 | $385.69 | $435.00 | $2.71 | 13.5% | 10.6% | 3.5 |
| IBIT+2 | $44.47 | $47.00 | $1.12 | 8.2% | 23.7% | — |
| JPM+2 | $312.49 | $330.00 | $3.01 | 6.6% | 17.2% | 4 |
| LLY+2 | $963.33 | $1090.00 | $6.63 | 13.8% | 10.8% | 4.5 |
| META+2 | $608.75 | $700.00 | $3.96 | 15.6% | 9.1% | 4 |
| MSFT+2 | $414.44 | $455.00 | $2.72 | 10.4% | 12.1% | 5 |
| QQQ+2 | $674.15 | $725.00 | $2.10 | 7.9% | 9.5% | 1 |
| SMH+2 | $509.82 | $585.00 | $3.84 | 15.5% | 9.8% | 1 |
| Underlying | Strategy | Shares | Cost Basis | Total Prem. | Unrealized P&L |
|---|---|---|---|---|---|
| MSFT | Covered Call | 500 | $414.44 | $1,360 | +$1,360 (0.66%) |
Brokers provide custody, market access, and low-cost execution. Volworks provides the pre-trade intelligence, complete payoff modeling, and post-trade strategy management investors and professionals still lack.
Opportunity ranking, strategy selection, payoff modeling, probability context, and guidance.
OPMS® monitoring, AI Action Alerts™, and Review, Close, Roll, or Hold suggestions.
Brokers execute. Volworks identifies, models, manages, and explains.
The platform reduces a complex, fragmented process to three connected decisions.
CER™ ranks holdings, strategies, and expirations by conviction—including when no trade is the better decision.
The Payoff Tool shows payoff, probabilities, caps, breakevens, protection, and trade-offs before entry.
OPMS® re-evaluates complete strategies. AI Action Alerts™ suggest Review, Close, Roll, or Hold.
Volworks brings pre-trade intelligence, complete payoff modeling and post-trade strategy management to the people and firms that run options strategies.
Bring options strategies into client portfolios with analytics, payoff modeling and strategy management your team can explain.
One view of options activity across accounts, with income and protection strategies followed from entry to expiration.
Institutional-grade screening, probability context and position oversight across large, multi-strategy options books.
Systematic opportunity ranking and ongoing monitoring to support disciplined options overlays.
Keep your broker. Add pre-trade intelligence and plain-English explanations for the options strategies you run yourself.
Offer clients options analytics and strategy management alongside execution and financing.
Add strategy-level insight to the accounts you hold, with payoff modeling and lifecycle management your clients can use.
Positions and transactions synchronize through existing broker and custodian workflows. Users do not manage recurring downloads, uploads, or separate data feeds.
Connected across the brokerage ecosystem. Volworks supports leading brokers and custodians through a combination of live APIs and established data workflows. Connectivity expands based on customer and strategic partner demand.
Automated position and transaction synchronization.
Proven connectivity across leading brokers and custodians.
Designed to support multiple firms, accounts, and custody environments.
No recurring downloads, uploads, or separate data feeds.
Additional connectivity expands with customer and strategic partner demand.
Every trade idea is backed by statistical evidence, strategy fit, and payoff transparency.
Whether you want insights delivered, a platform to run, or a partner alongside you — Volworks fits how you work.
We’ve done this before.
Volworks is an options-focused wealthtech and advisory firm, powered by AI and Volworks Intelligence™ — redefining how options are used to drive better outcomes for investors and advisors.
Originally built to support founder Victor Viner’s equity portfolio management for a family office, the platform has grown into a leading equity and options analytics solution — trusted and used daily by investors, advisors, and institutional desks worldwide.
Built the options platform behind Volaris, later acquired by Credit Suisse, which supported over $6B in AUM.
Co-founder of Thinkorswim & Tastytrade — two defining retail options franchises. Investor in Volworks.
Review your current options process with Volworks. We’ll show you exactly where the edge is — and how to capture it.
