Educational Use Only – Not personalized investment advice. ATX Finance Advisory LLC provides illustrative decision support only. All decisions remain your sole responsibility. Consult a qualified licensed advisor before acting.

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xAI-Powered Options Intelligence for Serious Portfolios

Powered by xAI

Austin-built for HNWI retail investors and Investment Advisors — one workspace that combines book-aware Grok, production xOptions, and audit-ready portfolio desk tools.

xChat + RAG — multi-agent orchestration with conservative, balanced, and aggressive income playbooks grounded in your holdings.

xOptions + desk — chains, payoff previews, strategy jobs, alerts, and scanners with an IBKR integration path and full audit lineage.

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Educational Use Only – Not personalized investment advice. ATX Finance Advisory LLC provides illustrative decision support only. All decisions remain your sole responsibility. Consult a qualified licensed advisor before acting.

One workspace:portfolio sync & watchlist · desk alerts · scanners · strategy jobs · xChat (Grok) · xOptions · tenant branding when enabled

BetaEnter send · Shift+Enter newline · Paste screenshot (Ctrl/Cmd+V) to analyze with Grok vision

Recorded UI replay — sign in for live xChat

How it works

1

Connect your book

Link portfolios or start with trial data. Your actual positions and watchlist come in automatically.

2

Chat with Grok that sees your book

Ask anything. xChat understands your holdings, risk settings, and desk workflows — no generic advice.

3

Execute with guardrails

Use xOptions builder + scanners. Every idea stays inside your defined risk rules before it becomes a trade.

What xFinance delivers

What xFinance Delivers — and Why It Commands a Premium

Built in Austin for high-net-worth retail investors and the Investment Advisors who run their books — one auditable workspace instead of a patchwork of terminals, spreadsheets, and generic chatbots.

  • Conversational xChat

    Multi-agent orchestration with RAG-backed options strategy knowledge — conservative income, balanced, and aggressive postures grounded in your workspace.

  • Production xOptions builder

    Real-time chains, expirations, payoff visualization, Greeks, volume/OI heatmaps, and strategy-job orchestration from idea to validated structure.

  • Full portfolio desk

    Portfolio, watchlist, alerts, and scanners with an IBKR integration path and audit lineage — so income trades stay tied to what you actually own.

  • Multi-tenant admin

    Tenant provisioning, branding, role-based access, and compliance controls — rare in point solutions that stop at chat or read-only dashboards.

  • Production-scale stack

    Custom DB integrations and deployment at scale (Next.js + Spring + Mongo + ShedLock schedulers) — built for repeatability, not demoware.

Closer to Bloomberg Terminal + OptionStrat + Orion + a custom AI strategist in one modern, auditable platform — but purpose-built for options income on real HNWI portfolios, not institutional data terminals you never fully use.

Time / value — illustrative desk math

Typical HNWI Investment Advisor ($50–300M AUM)

  • Manual options research and scenario modeling on a complex book: 4–10+ hours/week.
  • xFinance compresses that to minutes — conversational preflight → validated strategy job → payoff preview → audit log.
  • One well-executed covered-call or wheel overlay on a $5M+ client position can generate thousands in incremental income — easily covering months of subscription while improving retention and referrals.

Illustrative desk math for planning conversations — not a guarantee of outcomes, time savings, or premium collected.

ONE WORKSPACE

Your portfolios. Grok that knows them. Execution tools that respect your rules.

Stop jumping between broker, spreadsheet, and generic chat. Everything lives in one place — scoped to what you actually own.

Your actual portfolios

Live sync of books, accounts, and holdings. See exactly what you own before you write another covered call or wheel.

Portfolio desk screenshot

Grok that knows your book

xChat answers grounded in your real positions, watchlist, and risk settings — not generic market noise.

xChat conversation screenshot

xOptions execution

Step-by-step strategy builder + live chains. Turn ideas into structured trades without babysitting screens all day.

xOptions strategy builder screenshot

Risk you can actually manage

Alerts, scanners, and frameworks that keep your income trades inside explicit risk tiers. Sleep better.

See risk frameworks

Social proof

Anonymized operator voices

Illustrative anonymized feedback for messaging tests — not a verified third-party efficacy study.

“Cut review time roughly 60% on multi-book rebalances — same checklist, fewer spreadsheet passes.”
Investment Advisor desk lead · multi-strategy book
“Finally one Grok thread that remembers how our wheel sleeves interact with LEAP overlays.”
Family-office operator · anonymized

Case-study format (diligence)

Template we use with pilots: how one HNWI book targets systematic premium with explicit drawdown guardrails via xStrategyBuilder — headline metrics stay under NDA until you authorize disclosure. Payoff ladders and scenario charts come from xOptions and ship in diligence packs.

xOptions payoff and scenario chart placeholder for before-after diligence visuals

Before/after visuals pair qualitative desk notes with quantitative payoff views — shared only on approved workspaces.

For Investment Advisors & teams

White-label workspaces

Branded tenant portals with role-based access and clean data separation. Built for professionals who need repeatability without custom dev.

Learn about IA pilots →

Educational hub

Practical options income content

Wheels, CSPs, covered calls, risk frameworks, and real desk workflows — written for people who actually trade.

Read the 2026 playbook →Browse all resources →

GET STARTED

Start earning with guardrails today

Basic trial. No card required. Connect your portfolios or explore with sample data. Roles and limits apply after sign-in.

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Educational Use Only – Not personalized investment advice. ATX Finance Advisory LLC provides illustrative decision support only. All decisions remain your sole responsibility. Consult a qualified licensed advisor before acting.