Educational hub
Practical options income resources
Reading for advisors who already run the book. xChat for the question. xOptions for the structure.
Public reading. Not individualized financial advice.
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Connect your book
Portfolios and watchlists live in one place.
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Read what maps to the desk
Each article points at an xChat or xOptions workflow.
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Apply with guardrails
A 7-day trial opens the same ideas on your own book. No card to start.
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.
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.
Core resources
Ready to use this on a book you already track? Start a 7-day trial. No card to start.
