Building the future of wealth intelligence

Your portfolio's
co-pilot

You're the captain. We build the instruments, the first officer, and the flight computer. So you never fly blind again.

Request Early Access See the Problem
The Problem Nobody Solves

Good trades destroy portfolios
every single day

A trade can score 90% probability of profit and still wreck your account. Because nobody checks if it's good for your portfolio.

The Great Reset

"8 months collecting premium. $12,400 in wins. Then one correction wiped $18,000 in two weeks. Net for the year: −$5,600."

The False Profit

"I felt profitable. Premium flowing in every month. But my account was slowly bleeding capital. My broker's P&L was lying to me."

The Silent Concentration

"5 different positions. Felt diversified. Then one move wiped all 5. Turns out they were all correlated to the same beta."

01 — Flagship Product
PortfolioShield

Institutional discipline for retail traders. The first platform that evaluates every trade in the context of your entire portfolio.

PortfolioShield

Every other tool says if a trade is good. PortfolioShield says if it's good for you. That's the difference between making money and slowly bleeding capital.

✓ Fit Score — A perfect strangle with 85% PoP scored Fit 32 because it pushed tech concentration to 52%. PS blocked it and suggested a better alternative.
✓ Real P&L — Your broker says you lost $2,150 on 3 rolls. Your actual chain P&L: +$4,820. Stop seeing red when you're winning.
✓ 6-layer hedging — Protection that costs less than Netflix ($180/month) and covers 62% of a 20% crash. Guided setup, not theory.
✓ 170+ signals → 3 actions — When the market drops 3%, you don't get 14 alerts. You get: "Close this. Roll that. Hold everything else."
✓ 3 hours → 15 minutes — Auto-journaling, auto-sync, auto-classification of 28+ strategies. Your weekend back.
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Portfolio Health Grade A
Beta-Weighted Delta -0.12
θ/Δ Ratio 24.8
Daily Theta On Target
Collecting $347/day
θ Yield (Risk-Adj) 1.24‰
Active Signals 2 Actions
🟠 Roll NVDA 860P DTE 4
🟢 Portfolio balanced No action
02 — The Co-Pilot Moments

Trade with conviction,
not with hope

Every trader has moments of doubt. PortfolioShield turns each one into a clear, data-backed decision.

"Should I panic?"

Your hedge covers 62%. Stress test: you survive 15% more. Action: HOLD. Sleep well tonight.

"Is this trade right for me?"

Trade Score 85. Fit Score 32. Wrong for your portfolio — too concentrated. Here's a better alternative with Fit Score 78.

"Should I close this?"

This position becomes dead money in 8 days. Hold 3 more days, then roll at delta 25. Here's the exact order.

"Am I actually making money?"

Your broker shows −$2,150. Your real chain P&L: +$4,820. Three "losing" rolls were part of one winning campaign.

"I got assigned — now what?"

Defending costs $45/day in theta bleed. Closing liberates $18K for positions earning $12/day. Here are 3 better uses for that capital.

"Should I force a trade?"

No quality setups today. If you'd forced a trade, expected cost: −$2,340 based on your pattern. Your idle capital earns 4.8% meanwhile.

03 — Platform Vision

One platform, many strategies

PortfolioShield is just the beginning. We're building the operating system for multi-strategy wealth management.

POD 01

PortfolioShield

Options income & risk management

IN DEVELOPMENT
POD 02

Dividend Engine

Dividend growth & wheel strategies

PLANNED
POD 03

Trend Rider

Momentum & trend following

PLANNED
POD 04

Intelligence

Behavioral data & market insights

PLANNED
Stop Flying Blind

You're already a good trader.
Now be unstoppable

Connect your broker. See your first Fit Score. Know your real P&L. Understand your true risk. In less time than it takes to brew coffee.

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Unlike your broker, we don't make money when you trade. We make money when you succeed.