Resources · Guides
Guides
Choose a panel — platform overview for Austin HNWI desks (xFinance workspace, premium stack, onboarding), xChat prompts, wheel income foundations tied to xOptions, then deeper playbooks. Everything here is educational; it is not individualized advice.
Start here
Platform foundation
Onboarding, workspace posture, and how xFinance, xChat, and xOptions fit together for HNWI desks.
Platform overview
5What xFinance delivers for Austin HNWI investors and advisors — xChat + xOptions + portfolio desk, multi-tenant admin, and the onboarding path from book setup to validated strategy jobs.
- Institutional onboardingSeven HNWI foundations: capital architecture, conviction watchlist, posture, IBKR parity, xAI advisory, validation, institutional workspace.
- About aTx Trusted AdvisoryHNW positioning, dashboard benefits, and what the platform covers.
- Decision workflowDiscover → manage and refine — how to run decisions on the platform.
- Secret saucePersonas, collections, governance, and how the advisory stack fits together.
- Getting started with optionsOnboarding, daily use, strategy patterns, and risk disclosures.
Copy & paste
xChat prompt libraries
Production-grade prompts for income playbooks and quant tail-risk — paste into xChat, review before Send.
xChat
2Prompt playbooks and conservative-to-aggressive templates you can paste into xChat — review before Send; educational only.
Defined risk
Wheel & income mechanics
Wheel cadence and range-trade comparisons before you size chains in xOptions.
Wheel and income foundations
2Wheel mechanics and when range structures fit — grounding before you lean on xOptions chains or desk sizing.
Long reads
Playbooks & deep dives
CSPs, covered calls, LEAP overlays, multi-book posture, and xChat → broker handoff.
Playbooks and deep dives
8Longer reads: CSPs, covered calls, LEAP overlays, multi-book posture, risk tiers, Grok wheel angles, and xChat → broker handoff.
- 2026 options income playbookIncome themes and playbook framing for the year ahead.
- Grok wheel edgeHow xAI evaluates wheel-style setups vs. typical human blind spots.
- CSP mastery (HNWI)Cash-secured puts as the conservative foundation for income books.
- Covered calls 2026Balanced premium on stock you already own — without forced exits.
- LEAP playbookLong-dated leverage plus short-cycle income overlays.
- Multi-portfolio HNWIMultiple books, scoped workspace, and tenant-grade data posture.
- Risk frameworksConservative, balanced, and aggressive tiers with xAI guardrails.
- xChat → IBKRFrom prompts to structured workflows, snapshots, and audit trails.
Not financial advice. Articles describe product workflows and general options education only.