A clear plan for what to buy, when to sell, and how to collect income.
Starting from cash or already holding stocks, you get a clear plan after every market close. Every result is published, wins and losses.
- New to investing? Follow the model portfolio: 12 strong stocks, with exactly what to buy and when to swap, tracked against the S&P 500.
- Like to trade? Fresh setups each evening, each with an entry, a stop and a target.
- Have shares or cash waiting? Covered-call and cash-secured-put ideas that collect premium while you hold or wait to buy, with the risks spelled out.
$16 a month after the trial, or $144 a year. Cancel any time.
- Covered callIncome on shares you already own $240a month
- Cash-secured putGet paid to wait for a lower buy price $185a month
- Swing setupEntry, stop and target, every day 3new today
- Momentum leaders12 strongest stocks, rebalanced monthly 12in the book
Three tools, three different jobs
Short-term trades, longer-term holds, and income from what you already own. Each tells you what changed since yesterday.
Daily setups
Fresh entries in strong, uptrending stocks. Each one comes with where to buy, where to get out, and where to take profit.
- Changes
- Every trading day
- Holding period
- Days to about four weeks
- Track record
- Every result published
Model portfolio
Twelve stocks showing persistent strength, held in equal amounts and rebalanced on the first trading day of each month. Tracked live against the S&P 500.
- Changes
- Once a month
- Holding period
- Months
- Each month
- What to sell, what to buy
Covered-call income
For each stock you own, a call to sell above today's price, with the premium and the chance it gets exercised.
- Changes
- Whenever you check
- Works with
- 100+ shares of a stock
- Each idea
- Strike, expiry, premium, risk
Income from what you already own
If you hold 100 or more shares of a stock, you can sell a call against it and collect a premium. Waiting to buy a stock lower? Sell a cash-secured put and get paid while you wait. StockTheta does the searching for both.
Add your holdings
Ticker, number of shares and what you paid. Nothing connects to your broker.
We price the calls
For each holding, a call above today's price and never below your cost, with the premium and the chance it gets exercised.
You place the trade
Copy the order to your own broker, or don't. You see an estimated monthly total across everything you own.
Rules we hold ourselves to
- We never suggest a call below what you paid, so being exercised can't lock in a loss.
- We show the downside. A covered call caps your upside and keeps all of the stock's risk.
- We skip puts that expire after an earnings report, and only plan puts your cash can cover. A put can still leave you owning a stock that keeps falling.
- We publish what changed. If the list hasn't moved, we say so instead of repeating it.
- We never touch your money. StockTheta can't place trades or see your brokerage account.
Pricing
Every plan starts with seven free days and includes everything.
Questions
Does StockTheta place trades for me?
No. StockTheta is research. You place any trade yourself, at whatever broker you use.
Which brokers does it work with?
Any broker that offers options. You type in your holdings; nothing is linked.
How have the setups done?
Every daily setup is graded automatically: bought at the next open, sold at its stop, its target, or after 20 trading days. The results, wins and losses, are on the Today page from the day each setup is published. So far, roughly half have reached their target, and each winner is planned to be bigger than each loser. That can change, and losing streaks happen.
When are new ideas published?
Every weekday evening, after the US market closes, so they are ready before the next open.
Is this financial advice?
No. StockTheta publishes rules-based research and education for self-directed investors. It doesn't know your full situation, and ideas can be wrong.
Can I cancel?
Yes, any time from your account page. You keep access until the end of the period you paid for.