CoverEdge

CoverEdge is AI-powered options-income portfolio software purpose-built for retail investors who sell covered calls, cash-secured puts, and run the wheel strategy. It replaces the spreadsheet premium sellers use to track income, cost basis, and roll cycles with a precise, auditable system. Research & screening: An opportunity screener ranks setups across 230+ tickers by annualized yield and probability of expiring out of the money. Filter to your watchlist, tickers you own, positions without open calls, or best-per-ticker. Each setup deep-links into research with the correct strategy carried over. Screen weekly options by delta, DTE, premium, IV percentile, technical signals (RSI), earnings proximity, and analyst sentiment. AI-enhanced analysis: Managed AI is included with Pro by default — no API key required — on a metered daily quota. Power users can switch to BYOK (OpenAI, Anthropic, or Google Gemini) for unlimited usage and full model choice. AI reads stock news, market events, and technical data to summarize the top candidates. Rule-based baseline scoring always runs even with AI off — AI enhances, never replaces, the core signals. AI summaries are informational analytics, not advice. Roll analysis: Assignment-aware scenario analysis surfaces Let Assign, Let Expire, Roll, or Review observations with safe-strike calculations and recovery tracking, plus full roll-chain history with net P&L across legs and slippage attribution. Ledger-first accounting: Every premium, close, fee, and assignment is written as an immutable ledger entry, so your P&L and cost basis stay accurate no matter how many times you've rolled. The income dashboard shows 12-week premium charts, average weekly premium, best-week tracking, and return on capital (annualized). Integrations: Read-only brokerage sync via SnapTrade for major US & Canadian options brokerages (Schwab, Fidelity, Robinhood, E*TRADE, Interactive Brokers, tastytrade, Webull, Alpaca) with automatic trade, premium, and assignment import. AI providers: OpenAI, Anthropic, Google Gemini (BYOK). Billing via Stripe. Security: AES-256 encryption at rest and in transit, two-factor authentication (TOTP) and passkeys (WebAuthn), Row-Level Security at the database, hardened security headers (CSP, HSTS), and SOC 2-compliant cloud infrastructure. AI API keys are encrypted at rest and never leave the server. Platform: A fully responsive web app (no install) with light/dark themes, a built-in Learning Center (22 guided lessons), and email notifications. Start with a 14-day Pro trial — no credit card required — then $19.99/month. A free tier is available. Informational and educational only; not investment advice.