For stock investors learning options

Learn options with your shares in scope.

Explore chains with plain-language framing, model how a single leg might behave, and ask Copilot to size trades against the stock you already own.

Try Copilot free See options tools

The journey

You already understand stocks. Options should build on that, not reset you.

Most options content speaks in abstractions: strangles, vol crush, max pain. Stock investors learning calls and puts need something different: start from shares you own, learn one leg at a time, and see how premium and assignment actually map to the account they already manage.

First curiosity about calls
Today
Education feels disconnected from your account
Videos and threads explain payoff diagrams with ticker XYZ. You still do not know how a covered call on your actual lot would behave through expiry.
With Thesis
Examples anchored to your holdings
Connect your brokerage and let Copilot frame trades against share count and basis you already recognize from stock investing.
Opening the chain
Today
Greeks without a map
Delta, theta, and IV columns appear all at once. You pick a strike because the premium looks nice, not because you modeled the risk.
With Thesis
Browse, inspect, then simulate
Explore expiries in a full chain, drill into one contract, and project how marks might move. Education first, tickets second.
After your first sale
Today
Assignment sounds scarier than it is
You sold a call and now watch every tick. You are not sure if rolling is smart or if you should let shares go, and generic forums argue both sides.
With Thesis
Copilot explains trade-offs in your context
Ask what assignment means for your lot, what a roll buys you, and what would change your mind. Answers reference your book, not a textbook example.
Building confidence
Today
Each question starts a new chat
You re-explain that you are conservative, hold mostly large caps, and are trying income over speculation. The assistant forgets next session.
With Thesis
Strategy memory that compounds
Thesis tracks your stated approach across conversations so follow-ups feel like a coach who knows your rules, not a stranger.

The gap is learning options as theory instead of an extension of your book.

Without Thesis

Courses and forums with no link to your shares
Chain tools that assume you already trade like a pro
Chat advice with no memory of your risk rules

With Thesis

Start from stock positions you already understand
Live chains with inspection and simulation
Copilot that sizes and explains in plain language

You do not need to become a professional market maker. You need a patient layer that teaches one leg at a time on top of the portfolio you already run.

Try Copilot free

Outcomes

Built for options beginners

Start from stock you own

Covered calls and cash-secured puts make more sense when share count and basis are already in the conversation.

Chains without spreadsheet exports

Browse expiries with delta, IV, and volume so you can compare strikes before your first ticket.

Simulation before real premium

See how theta and spot moves could affect a single leg using live chain marks, framed as education not a signal.

Copilot that explains trade-offs

Ask what assignment means, how much premium you are collecting, and what would change your mind.

Why Thesis

Learn with context, not generic options content

Old workflow vs Thesis

×Options courses disconnected from your book

You watch videos about calls and puts, then guess how contracts map to your actual share count.

→Sizing against shares you hold

Copilot and analytics read your holdings so examples start from positions you already carry.

×Greek cheat sheets without live marks

You memorize delta and theta, then pull stale screenshots when you pick a strike.

→Chain and simulation together

Browse live chains, inspect one contract, and model forward marks on the same desk.

×Chatbots answer without your risk

Generic chat explains a straddle but not whether it fits your concentration or cash buffer.

→Portfolio-aware follow-ups

Ask follow-ups with your book, cash, and stated strategy in scope across sessions.

×Treat model prices as fills

Beginners mistake theoretical mids for prices they can actually trade when planning entries.

→Bid and ask kept separate

Executable quotes and model context stay labeled so you plan from liquidity you can hit.

Dashboard widgets

Tools to learn one leg at a time

Chains, contract inspection, simulation, and price context without jumping across unrelated apps.

Options explorer

Browse expiries with delta, IV, and volume before your first call or put ticket.

Use · Compare strikes with Greeks and liquidity. Screen entries without spreadsheet exports.

Options explorer

Live preview

Loading live option chain…

Option Simulation

Educational read on how theta and spot moves could affect one leg. Start with a covered call against shares you own.

Use · Rough read on how theta and mark moves could affect P/L on a single leg.

Option Simulation

Live preview

Loading live option chain…

Option inspector

Greeks and liquidity on a single contract when the full chain feels overwhelming.

Use · Greeks, spread, and liquidity on one contract before you open the full chain.

Option inspector

Live preview

Loading live option chain…

Price chart

Underlying trend context before you sell premium or buy a directional leg.

Use · Trend, range, and intraday structure on the same desk as your other tiles.

Price chart

Live preview

Price chart

AAPL

Capabilities

What Thesis brings to this workflow

Options

Options analysis with IV, Greeks, chain context, and portfolio-aware trade ideas for covered calls, puts, and spreads.

Copilot

Portfolio-aware AI for investors. Ask about risk, options, earnings, and next steps with your positions in context.

Research

Stock research with fundamentals, news, analyst ratings, insider and congressional trades, and peer comparisons.

Ask a first options question

Try the signed-out Copilot demo. Ask what a covered call does, how assignment works, or how to pick an expiry.

Open Copilot demo

The old workflow

Your trading stack is costing you signal.

Other research tools stop at information. Thesis remembers what matters, ties it to your portfolio, and frames the next decision in context.

Your current stack

Monthly

Broker appPositions and orders

$0/mo

TradingViewPremium

$59.95/mo

FinvizElite

$39.50/mo

OptionStratLive Flow

$99.99/mo

Seeking AlphaPremium

~$25/mo

Quiver QuantitativePremium

$25/mo

ChatGPT or ClaudeReasoning after copy-paste

$20/mo

Estimated monthly stack~$269/mo

Thesis covers all your bases

Portfolio state

Holdings, cost basis, P&L, buying power, orders — in context

Market data

Prices, charts, heatmaps, gainers/losers