aTx Trusted Advisory
Covered Call Portfolio Manager
Run covered calls as a portfolio discipline: inventory-aware charts, premium targets, and Grok-assisted reviews when your tenant turns them on.
- Holdings-linked views so short-call overlays align with actual inventory and accounts.
- xChat personas and tools stay inside tenant boundaries — viewer, operator, and advisor roles.
- Balanced-income frameworks and LEAP overlays tie educational content to desk workflows.