THE PREMIER AI-POWERED OPTIONS INTELLIGENCE PLATFORM
The Options Industry Was Built for Traders.
Volworks Was Built for Investors.
AI-powered options intelligence for investors and advisors — from pre-trade analytics to active position management.
Traders have their platforms.
Investors and advisors finally have theirs.
Built on institutional options experience managing billions in assets
800+
EQUITIES ANALYZED
200+
ETFS COVERED
CONTINUOUS
AI-DRIVEN SCORING
AI-DRIVEN ANALYSIS ACROSS EVERY OPTION EXPIRATION
THE VOLWORKS EDGE
Where Options Performance is Actually Driven
Most platforms compete on execution. Volworks is built around what actually drives outcomes.
PRE-TRADE INTELLIGENCE
CER analytics and conviction before capital is committed
-
Contextual Expiration Return analytics
-
Conviction, relative performance, and momentum scoring
-
Statistically grounded strategy selection
EXECUTION
The Crowded Middle
-
Brokers
-
Trading platforms
-
Order routing and commissions
POST-TRADE MANAGEMENT
OPMS and AI-driven lifecycle management after execution
-
Review, close, and roll alerts
-
Continuous monitoring across open positions
-
Optimal exit and roll intelligence
Better decisions before the trade. Better outcomes after the trade.
THE PROBLEM
Why Options Fall Short for Most Investors.
No statistical framework
Strategies are often selected without consistent, data-driven validation across expirations, outcomes, and market context.
No lifecycle management
Most positions go unmonitored after entry, leaving investors reactive instead of disciplined when market conditions change.
Built for traders, not portfolios
Existing platforms optimize for execution speed and commissions, not the outcomes wealth managers and investors care about.
Every Barrier Between You and Options. Removed.
THE OLD WAY:
Fragmented Workflows & Spreadsheets
Guesswork on Trade Selection
Manual Position Monitoring
THE VOLWORKS WAY:
Pre-Computed Signals — One Unified Platform
The Volworks Platform
Statistically Grounded Trade Selection
CRM Statistical Framework™
Automated Position Lifecycle Management
OPMS™
We don’t give you tools. We give you a complete system—
from signal to implimentation to active lifecycle management.
THE WORKFLOW
From Insight To Recommendation To Management
1
ANALYZE
Identify the statistical edge
Screen for statistically favorable opportunities using CER and conviction scoring.
Hours → Minutes
2
MODEL
Visualize payoff outcomes
See probability-weighted returns and expiration outcomes before committing capital.
Guesswork → Precision
3
RECOMMEND
Generate structured trades
Translate opportunity into clear strikes, sizing, and trade implementation.
Complexity → Clarity
4
MANAGE
Monitor every open position
Use AI-driven alerts for review, close, and roll recommendations across the book.
Manual → Automated
VERA™ — your AI analyst, delivering insights, opportunities, and trade ideas on demand
THE PLATFORM
Institutional Options, Simplified
The same institutional intelligence, now delivered through a unified, intuitive platform experience.
DASHBOARD INTELLIGENCE
Daily Opportunities. Ranked. Explained.
A cleaner dashboard that surfaces where to focus, what changed, and which strategies are screening best right now.
STRATEGY SCREENER
One-click analytics across every strategy
Evaluate covered calls, put writes, boosters, collars, and more with decision-ready context instead of raw data overload.
PAYOFF MODELING
See outcomes before committing capital
Visual payoff tools help investors understand capped upside, downside protection, and tradeoffs before entering a position.
_edited.jpg)
STRATEGY SELECTION
The Right Strategy for Every Position
Every recommendation is backed by statistical evidence, strategy fit, and payoff transparency.
COVERED CALLS
Income
Generate yield on stocks you own with disciplined strike and expiration selection.
CASH-SECURED PUTS
Income or Entry
Used to generate income or targeting your entry price on names you want to own
OPMS™ — OPTIONS POSITION MANAGEMENT SOLUTION
No Position Falls Through The Cracks
OPMS continuously monitors every position so nothing is left unmanaged.
.png)
THE INDUSTRY BLINDSPOT
Positions go unmonitored after entry
Risk compounds silently over time
Decisions become reactive, not strategic
Profit opportunities missed at expiration
THE VOLWORKS ADVANTAGE
AI Action Alerts™ — Review, Close, Roll
Real-time monitoring across all positions
Optimal roll & close recommendations
Full portfolio oversight, always on
The edge isn’t just in the trade. It’s in how you manage it.
HOW TO ENGAGE
Choose How You Use Volworks
Whether you want insights delivered, a platform to run,
or a partner alongside you — Volworks fits how you work.
START HERE
Curated Strategy Insights
We deliver the ideas to you
-
Top statistically screened opportunities across covered calls, put writes, and boosters
-
Strategy context and conviction — score, rationale, and payoff summary with every idea
-
Delivered through the Volworks Portal™ — no platform required
Ideal for: RIAs Exploring Options, Family Offices, Wealth Managers
MOST POPULAR
Volworks Platform
You run the system
-
Full analytics and modeling — AI-scored across all expirations
-
Strategy selection and payoff tools — one-click across all strategies
-
OPMS™ position management — AI Action Alerts™ in real time
-
VERA — your AI analyst, available on demand
Ideal for: Active RIAs, Multi-Family Offices, Prop Desks
ENTERPRISE
Advisory
We run it with you (or for you)
-
Strategy design and validation — tailored to each portfolio
-
Implementation support — from entry through lifecycle
-
Ongoing oversight — we monitor your book alongside OPMS™
Ideal for: Institutional Desks, Strategic Partners, Firms Scaling Options
VOLWORKS AI™
AI Doesn't Replace Expertise. It Scales It.
AI embedded across signal generation, decision support, and lifecycle management
SIGNAL GENERATION
CER-IQ™
AI-driven pattern recognition across expiration return data — identifying statistically favorable opportunities before any strategy is applied.
DECISION SUPPORT
Introducing VERA—
Volworks AI Analyst
Query analytics, opportunities, and strategy ideas in natural language for faster, clearer decision-making.
LIFECYCLE MANAGEMENT
OPMS™
AI-driven review, close, and roll decisions — enabling active management across every position.
The edge isn’t just in the trade — it’s in how you manage it.
PLATFORM VIDEOS
Volworks Options-Focused AI Platform Videos
New videos coming soon showcasing our updated platform
OPTIONS STRATEGIES
OPTIONS POSITION MANAGEMENT SOLUTION (OPMS™)
OPTIONS STRATEGY PAYOFF TOOL
REPORTS: RETURNS, ANALYTICS, & RISK
EARNINGS
AI QUERIES &
ADVANCED SCREENER
CHARTS, GRAPHS, & DATA VISUALIZATION TOOLS
TEARSHEETS
