Your premium selling edge,
sharpened by AI.
Research opportunities, get AI-enhanced guidance, manage rolls with assignment-aware recommendations, and track every dollar of income — all in one precision-built platform.
No credit card required · Free to start
Built for covered call & put sellers who take their P&L seriously.
Always-accurate P&L
Your numbers stay right — even after dozens of rolls
AI guidance (BYOK)
Bring your own OpenAI, Anthropic, or Gemini key
Smart recommendations
Assignment-aware roll & expiration guidance
Brokerage sync
Connect 80+ brokerages via SnapTrade
Your data, protected.
AES-256 encryption
Sensitive data encrypted at rest and in transit
Row-Level Security
Your data is fully isolated at the database level
No tracking or ads
We never sell, share, or track your data
SOC 2 infrastructure
Hosted on SOC 2-compliant, audited cloud infrastructure
Everything you need to sell premium with confidence
From screening opportunities to tracking roll chains, CoverEdge gives you the precision tools serious options sellers need.
Research Screener
Screen weekly options with delta, DTE, and premium filters. Technical signals, RSI, IV percentile, earnings warnings, and analyst sentiment — all in one view.
AI-Enhanced Guidance
Bring your own API key (OpenAI, Anthropic, or Google Gemini) for AI summaries that integrate stock news, market events, and technical data into actionable analysis.
Smart Roll Recommendations
Assignment-aware guidance: Let Assign, Let Expire, Roll, or Review. Safe strike calculations, recovery tracking, and execution discipline scoring.
Income Dashboard
12-week income charts, average weekly premium, best week tracking, and week-over-week deltas — see your cash flow at a glance.
Trade Lifecycle
Open, close, expire, assign, and roll — every action is tracked with audit-grade precision for both calls and puts.
Ledger-First Accounting
Your P&L is always accurate — no matter how many times you've rolled, closed, or been assigned. Every dollar is traced through immutable entries, so you never have to reconcile anything.
Roll Chains & Attribution
Full chain history with net P&L across legs. Save roll plans, track execution outcomes, and measure slippage against targets.
Brokerage Sync
Connect your brokerage via SnapTrade with read-only access. Import positions automatically from 80+ brokerages.
Research powered by your AI
CoverEdge's research screener surfaces the best covered call and put opportunities. Add your own OpenAI, Anthropic, or Google Gemini API key to unlock AI-enhanced summaries that synthesize news, sentiment, and technicals into clear guidance.
- Technical signals with delta, IV, RSI, and earnings proximity
- Company-specific and market-wide news integration
- AI summaries from OpenAI, Anthropic, or Google Gemini (BYOK)
- Risk presets: Conservative, Balanced, and Aggressive
- Watchlist filtering for your favorite tickers
- Rule-based baseline always available — AI enhances, never replaces
Delta well-centered in your conservative band with a comfortable 3.1% buffer. Recent earnings beat and dividend raise support the stock price. RSI neutral at 44.8 — no overbought concerns.
Up and running in three steps
No complex setup. No lengthy onboarding. Just start tracking.
Create your portfolio
Sign up and name your portfolio in seconds. Your private workspace is ready instantly.
Connect or log trades
Link your brokerage via SnapTrade for automatic sync, or enter trades manually with guided forms.
Research, roll & optimize
Screen opportunities, get AI-enhanced guidance, follow roll recommendations, and track your income growth.
Learn options selling from the ground up
New to covered calls? Our built-in Learning Center takes you from the basics to advanced platform features — no prior options experience required.
Options Fundamentals
What are calls and puts? Strike prices, expiration, premium, delta, IV, RSI — build the vocabulary and metrics foundation.
Strategies & Platform
Covered call and put strategies, the wheel, income planning, risk management — and how each connects to CoverEdge tools.
Platform Mastery
Get the most out of the research screener, roll recommendations, and AI-enhanced guidance with hands-on walkthroughs.
Unlock the full CoverEdge experience
CoverEdge Pro unlocks the research screener, AI-enhanced guidance, smart roll recommendations, income analytics, and email notifications — everything a serious premium seller needs.
- Research screener with technical signals and news
- AI-enhanced summaries (BYOK: OpenAI / Anthropic / Gemini)
- Assignment-aware roll recommendations
- Execution discipline & plan attribution tracking
- Weekly income charts and premium trend analysis
- Annualized ROI and $/day efficiency scoring
- 30-trade rolling win rate analysis
- Email notifications: weekly digest & opportunity alerts
Safe strike ≥ $142.50 · Recovery 87% · 4 DTE
Connect your brokerage securely
Link your brokerage account with read-only access via SnapTrade. Import positions automatically — your assets stay exactly where they are. We never have trading access.
Read-only access
We can view positions but never place trades
Bank-grade encryption
All connections secured via SnapTrade's infrastructure
80+ brokerages
All major US and Canadian brokerages supported
Professional-grade tools. Fair price.
CoverEdge delivers the depth of premium platforms at a price that doesn't eat your premiums.
| Feature |  CoverEdge$19.99/mo | Premium Platforms $90+/mo | Options Screeners Free–$30/mo | Spreadsheets Free |
|---|---|---|---|---|
| Covered calls | ||||
| Covered puts | ||||
| Always-accurate P&L | ||||
| Roll chain tracking | ||||
| Assignment-aware recs | ||||
| AI-enhanced analysis (BYOK) | ||||
| Brokerage sync | ||||
| Built-in education | ||||
| Income dashboard | ||||
| Email notifications |
CoverEdge is the only platform that combines ledger-first accounting, covered put support, and AI-enhanced research at a fraction of the cost.
Covered calls & covered puts
CoverEdge tracks both sides of your premium selling strategy. Full lifecycle management, roll recommendations, and P&L tracking for calls and puts alike.
Covered Calls
Track premium income, manage rolls with safe strike calculations, monitor assignments with basis recovery tracking, and optimize your call writing strategy.
Covered Puts
Full put-side support with per-share put basis tracking, assignment-aware recommendations, roll guidance, and seamless integration into your income dashboard.
Built for premium sellers. Only premium sellers.
CoverEdge is purpose-built for one strategy. If that's your strategy, you'll feel right at home.
CoverEdge is for you if…
- You sell covered calls or cash-secured puts
- You want to track premium income across rolls
- You manage 1–50+ positions and want organized P&L
- You want AI-powered research for weekly or monthly expirations
- You want roll recommendations that account for assignments
- You're building a repeatable income strategy
CoverEdge is NOT for…
- Day traders or scalpers
- Stock pickers who don't sell options
- Complex multi-leg spreads (iron condors, butterflies, strangles)
- Naked options sellers without underlying positions
- Crypto or futures options
- Fully automated / algorithmic trading
Frequently asked questions
Everything you need to know about CoverEdge before you get started.
What is CoverEdge?
CoverEdge is a web-based platform for retail investors who sell covered calls and covered puts. It provides a research screener, AI-enhanced trade guidance, assignment-aware roll recommendations, and ledger-first income tracking — all in one place.
Is CoverEdge free to use?
Yes. CoverEdge offers a free tier that includes core trade tracking, ledger-first P&L, position management, brokerage sync, and the full built-in learning center. No credit card required. CoverEdge Pro ($19.99/month) unlocks the research screener, AI guidance, roll recommendations, and income analytics.
What brokerages does CoverEdge support?
CoverEdge supports 80+ brokerages via SnapTrade, including Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade, Webull, Tastytrade, and many more. All connections are read-only — we can view positions but never place trades.
How does the AI-enhanced guidance work?
CoverEdge uses a BYOK (Bring Your Own Key) model. You provide your own API key from OpenAI, Anthropic, or Google Gemini. The AI integrates stock news, technical data, and market context to generate trade summaries and risk assessments. Your API key is encrypted at rest and never shared.
Does CoverEdge support covered puts?
Yes. CoverEdge is one of the few platforms that fully supports covered puts (cash-secured puts) alongside covered calls. Both strategies get full lifecycle tracking, roll recommendations, and P&L accounting.
Do I need to pay separately for AI features?
CoverEdge uses a BYOK (Bring Your Own Key) model for AI — you provide your own API key from OpenAI, Anthropic, or Google Gemini. This means AI usage is billed directly by the provider you choose, separate from the $19.99/mo Pro subscription. The cost is minimal — typically just a few pennies per research query. This approach gives you full control over your AI provider with no markup from CoverEdge. AI features are entirely optional; all rule-based research signals, roll recommendations, and trade tracking work without an API key.
What is ledger-first accounting?
In short: your P&L is always right, no matter how complex your trade history gets. Instead of maintaining position snapshots that can drift, CoverEdge records every financial event — premium collected, trade closed, assignment — as an immutable ledger entry. All P&L and position values are derived from the ledger, ensuring audit-grade accuracy even after dozens of rolls.
Is my data secure?
Yes. CoverEdge uses AES-256 encryption, Row-Level Security at the database level, and runs on SOC 2-compliant infrastructure. There is no tracking, no ads, and no data selling.
Can CoverEdge place trades on my behalf?
No. CoverEdge is a tracking and research platform only. Brokerage connections via SnapTrade are strictly read-only. CoverEdge never has trading access to your brokerage account.
Ready to sharpen your premium selling edge?
Join CoverEdge and start tracking, researching, and optimizing with the precision your strategy deserves.
No credit card required · Set up in under a minute