Features — ThetaIQ Options Selling Workspace

01 / Find & grade trades

Before you sell, know exactly what you're selling

Trade Analyzer

Point it at any ticker and screen the live chain for the best premium to sell — ranked by annualized return on collateral, filtered by delta, DTE, open interest and bid.

Full payoff math — breakeven, Greeks, probability of profit, return on collateral
AI read grades the setup in plain English
One click logs the trade to your book

Trade Analyzer grading a setup off the live options chain — TRADE ANALYZER

Premium Screener

A nightly sweep of liquid chains, ranked by what you actually keep. Your filters, your watchlist scope, no noise.

Annualized ROC ranking with delta / DTE / OI / bid bands
Earnings blackout and leveraged-ETF skip
"Only names I own" scope for covered-call candidates

Premium Screener results ranked by annualized return on collateral — PREMIUM SCREENER

Spread Analyzer

Verticals and PMCC / diagonals priced straight off the live chain — two strikes, two expirations, full risk picture.

Chain scan ranks the best risk/reward pairs on the expiration
PMCC warnings — runaway-rally risk and earnings collisions flagged before entry
Log Spread carries both legs into your tracker in one click

Spread Analyzer pricing a vertical spread off the live chain — SPREAD ANALYZER — TWO LEGS, FULL RISK PICTURE

02 / Track the book

A ledger that understands assignment

Generic journals break the moment a put gets assigned. ThetaIQ was built around the wheel — premium, shares and basis are one continuous story.

T-01

Positions & spreads

CSPs, covered calls, verticals and diagonals — open, closed, expired. Realized P&L, days held, captured percentage and annualized yield per trade.

T-02

Wheel Manager

Per-ticker campaigns: sell put → take shares → sell call → called away. Premium kept and true cost basis across every cycle. More →

T-03

Shares & dividends

DRIP-aware lots with per-lot basis, dividend history, upcoming ex-dates and a payer-quality grade on each holding. More →

T-04

Scoreboard

Your record by strategy and ticker — win rate, captured %, and whether leveraged-ETF trades pay for their risk. More →

ThetaIQ dashboard with the whole book at a glance — DASHBOARD — OPEN POSITIONS, PREMIUM COLLECTED, EXPIRATION CALENDAR

03 / Research the name

A great premium on a bad stock is still a bad trade

R-01

Consistency Rating

A–F grade per ticker from fundamentals, earnings-beat history and insider behavior — with an AI narrative explaining the grade.

AI

R-02

Earnings Watch

Quarter after quarter of beats, misses and surprise percentages on every name you sell against.

Quarterly

R-03

Insider activity

Open-market buys and sells isolated from compensation grants, with same-day tranches merged into one line.

SEC data

R-04

Theta Radar

A morning shortlist of the best theta setups — the night's scan, distilled before the open.

Daily

R-05

Flow Radar

Unusual volume versus each ticker's own 20-day normal, with held / day-trade verdicts on yesterday's spikes every morning.

Nightly

R-06

Sector Map & Penny Flow

30 themed baskets with live breadth, plus unusual activity in the cheap names — rotation you can see.

Intraday

ThetaIQ Sector Map with themed baskets and leadership snapshots — SECTOR MAP — LEADERSHIP SNAPSHOTS AT OPEN, MID-DAY AND CLOSE

04 / The AI layer

Your book, reviewed every morning

Elite members get the desk-review treatment: an AI that reads your actual positions — not a generic market summary.

AI-01

AI Portfolio Review

Your whole book graded fresh daily: concentration, correlated underlyings, expiration pile-ups, and where theta quietly works against you.

Elite

AI-02

AI access (MCP)

Ask Claude, ChatGPT or Gemini about your own book — "which wheel campaign has the best annualized yield?" — answered from your real data.