The Client Difference
Members get powerful tools. Clients get a personalized recommendation. When you become a client, every signal becomes financial advice — trade recommendations, roll notifications, and portfolio guidance from a registered investment advisor who knows your risk profile.
Our Investment Philosophy
Lasting options success rests on more than trade ideas. We build a core portfolio from three pillars, each using options in a targeted, case-specific manner.
Core portfolio
Long-term, low-cost core
The base of any portfolio is anchored in long-term investments. We use diversified, low-fee ETFs to build the base, and wrap different options overlays around it to accelerate, moderate, or hedge performance.
Opportunity capture
Systematic frameworks for active traders
Use our suite of screeners to capture short-term opportunities. Clients unlock the “Trade Advice” section, which provides specific trade ideas that follow a suite of battle-tested strategies. With daily signals, our algorithms are constantly searching for the next trade.
As a client, our advice is designed to fit this frame: strengthen the foundation, trade the plan when the tape cooperates, and use the platform’s tools to stay aligned with both opportunity and risk.
What Changes When You're a Client
Signals to trades
Signals Become Trade Recommendations
Instead of just seeing what's mispriced, you see exactly what to do about it. Specific trades tailored to your risk profile, directly integrated into your Edge Screener reports.
Portfolio design
Model Portfolio Guidance
Curated portfolio designs with allocation recommendations. See how strategies complement each other, and get prompted when rebalancing is needed.
Advisory relationship
Fiduciary Relationship
Not content. Not education. Actual financial advice from a registered investment advisor who is legally obligated to act in your best interest. That's the difference.
Asset Light. No Friction.
You don't have to move money. You don't need to open a new brokerage account. We don't need your social security number. Work with your existing broker while getting professional guidance through the platform.
The Client overlay is +$99/month, added on top of your Analyst or Investor membership. You get everything included in your base tier, plus real advisory layered on top.
How It Works
Step 1
Take the Risk Assessment
Comprehensive evaluation of your financial capacity, risk appetite, and tolerance. Free of charge.
Step 2
Get Approved
We review your profile and assign a risk level. You receive personalized strategy recommendations that match your situation.
Step 3
Build Your Portfolio
Use the Portfolio Design tool to select core, overlay, and opportunistic strategies.
Exclusive Client Tools & Resources
As a client, you unlock additional capabilities beyond the base membership:
Trade Advice Tab
Every Edge Screener gains a Trade Advice tab with personalized recommendations based on your risk profile and the current market conditions.
Strategy Laboratory Advice
Recommended parameters based on your risk tolerance. Ongoing position notifications for when to close, roll, or open new trades across SkewPreme, HedgeRoll, and all laboratory strategies.
Portfolio Design & Rebalancing
Portfolio allocation recommendations, model alignment views, and rebalance prompts as markets shift. Tie all your strategies together in one comprehensive dashboard.
Execution & Broker Partnerships
We provide the advice. You choose how to execute.
Use Your Existing Broker
No money movement. We provide recommendations, you execute. Stay in control with professional guidance.
Client Accounts
Open an account with Harvested Financial. We partner with Tradier Brokerage for custody and execution.
Automated Execution
We partner with providers like PeakBot to automate execution. Keep your account, let us handle the trading.
Ready to Become a Client?
Start with the risk assessment. It's free, and we'll be in touch shortly.
Already a member? The Client overlay is +$99/month on top of your Analyst or Investor membership. View membership tiers