Data-Driven Insights, Better Outcomes
Developed by the experts behind a Multi-Billion Dollar AUM Options Advisory Firm, later integrated into a Leading Global Asset Manager.
Our Customers
Equity and ETF Investors use Volworks to develop, execute, and manage smarter options strategies – optimizing returns and managing risk efficiently.
Family Offices
RIAs
Hedge Funds
Institutional Investors
CIOs & OCIOs
Optimize Returns and Efficiency Across the Entire Options Lifecycle
Volworks guides investors through every stage of options strategy implementation and management – from selecting the best trades to monitoring and managing risk, making timely adjustments, and analyzing & reporting performance.
Proprietary Equity & ETF Analytics
Uncover optimal strategies and timing within a unified platform.
Visualizations & Calculations
Simulate potential payoffs and risks effortlessly.
Recommended Options with Expirations, Strikes, and Prices
Access tailored strategies without the hassle of manual searches.
Automated Monitoring and Customized Alerts
Volworks continuously tracks your positions, providing real-time alerts and eliminating manual monitoring.
Intelligent Rules-Based Position Management
Receive proactive strategy adjustments ahead of time.
Performance Review and Reporting
Automate performance tracking and generate clear, client-ready reports- without the manual effort.
Volworks Makes Your Trading Platform and Tools Smarter
See How Volworks Enables Better Trade Outcomes with Less Effort
Managing Options without the Right Tools?
If you’ve ever missed a chance to roll before expiration or had to scramble to react to an unexpected assignment, you know the frustration of managing options without proactive risk alerts.
Common Pain Points Volworks Eliminates:
Many platforms offer basic price histories but lack insights into stock and ETF performance relative to option expirations.
Lack of Actionable and Relevant Historical Returns
Sub-Optimal Trade Decisions
Existing trading platforms cater to active options traders, often overlooking the needs of long-term equity and ETF investors focused on risk and returns. They often lack investor-centric analytics, probability models, and risk-adjusted return metrics, resulting in suboptimal options strategies and missed opportunities.
Limited Visibility into Option Strategies' Performance and Risks
Most platforms separate options from underlying positions, forcing investors to manually track risk and strategy performance across multiple tools- leading to inefficiencies and missed adjustments.
Smarter, Data-Driven Options Trade Selections
Most trading platforms fail to provide integrated options tracking and risk analysis, forcing investors to manually export, format, and analyze data across spreadsheets. This is inefficient, error-prone, and unsustainable at scale.
Heavy Reliance on Spreadsheets, Manual Data Exports, and Custom Scripts
Manually Setting Alerts for Equity Prices, Not Overlay Strategies
Traditional alert systems focus on stock price changes, not the risks within an options strategy. Investors lack proactive notifications on strike proximity, expiration risks, assignment threats, and volatility shifts, requiring constant manual monitoring to avoid costly surprises.
Lack of Options Trading and Risk Management Experience
Many investors understand the potential of options but struggle with strategy execution, risk assessment, and position adjustments. Without institutional-grade tools for probability analysis, trade optimization, and automated risk tracking, investors either take unnecessary risks or underutilize options entirely.
Automated Portfolio Monitoring & Risk Alerts
Highly Manual Reporting
With data scattered across brokerage accounts and spreadsheets, investors lack a unified, real-time view of options strategies, equity holdings, and portfolio performance. Manual reporting is tedious, inconsistent, and a constant drain on time- leading to delayed insights and reactive decisions.
Efficient, One-Click Reporting & Analytics
The Volworks Advantage:
01.
Smarter Options Trade Selections
-
Trade smarter with deeper insights – See expiration probabilities, risk metrics, and historical performance all in one place
-
Leverage Contextual Expiration Returns (CER™) – Analyze past performance across expirations to spot trends and assess likelihood of outcomes
-
Develop strategies with confidence – Gain an edge with probability-based analytics instead of guesswork
