Becoming a Client
Take your options trading to the next level with personalized advisory services. We're asset light—you don't have to move money, and we don't need your social security number. Get professional guidance tailored to your risk profile and investment goals.
How it Works
Take the Risk Test
Complete our comprehensive risk assessment to help us understand your financial situation, options experience, and risk tolerance. The test is free of charge.
Build a Portfolio
Once approved, our tools and reports will help you build a custom portfolio tailored to your risk profile, investment objectives, and trading preferences.
Live Trade Updates
Receive trade ideas and portfolio recommendations through email notifications and your dashboard. Real advice in real time.
Understanding the Risk Assessment
Our comprehensive risk assessment is designed to understand your complete investment profile. Here's what we evaluate:
Capacity: Financial Ability to Pursue
We evaluate your financial situation, including income, net worth, and investment objectives. This helps us understand your financial capacity for risk and ensures our recommendations align with your financial goals and resources.
Appetite: Desire and Knowledge to Pursue
We assess your desire to engage with options trading and your knowledge of options concepts, strategies, and practical experience. This helps us understand your motivation and ensures we can provide advice at the appropriate level of sophistication that matches your interest and understanding.
Tolerance: Ability to Handle
Through behavioral assessment games and questions, we understand how you react to market volatility, losses, and gains. This helps us tailor strategies that match your psychological comfort level and ability to handle risk, preventing emotional decision-making that could derail your investment goals.
Why this matters: The risk assessment allows us to create a fiduciary relationship where we act in your best interest. Based on your results, we assign you a risk level and provide personalized recommendations that are suitable for your specific profile. This isn't just compliance—it's how we ensure you get advice that truly fits your situation.
Advice in Your Inbox and on Your Dashboard
Every report includes personalized recommendations from a licensed advisor. You'll see custom trade ideas, model portfolios, and strategy suggestions directly integrated into your dashboards. All tailored to your specific risk profile and investment objectives.
Trade Recommendations
Directly integrated into Edge Screener tools you'll find recommendations for which trades fit our models, and your risk appetite.
Strategy Advice
In the Strategy Laboratory, whether you choose our recommended parameters or customize your own with the help of an integrated backtest, you'll get ongoing position notifications for when to close, roll, or open new trades.
Model Portfolios
Use our Portfolio Allocation tool to test how different components work together, and get prompts to rebalance as allocations and results shift.
Build Your Custom Portfolio: Tools & Resources
As a client, you gain access to a comprehensive suite of professional-grade tools designed to help you build, manage, and optimize your options portfolio. Here's what's available to you:
All Screening & Analysis Tools
Full access to all our screener reports including Expensive Puts, Expensive Calls, Premium Condors, Dispersion Analyzer, Volatility Smile, and more.
- • Expensive Puts & Calls - Identify overpriced options
- • Premium Condors - Find premium collection opportunities
- • Dispersion Analyzer - Analyze correlation opportunities
- • Volatility Smile - Understand implied volatility pricing
Custom Strategy Laboratory
Tools for developing and testing sophisticated options-based investment strategies. These advanced reports are available exclusively to clients, designed to overlay and complement long term equity positions.
- • SkewPreme - An actively managed strategy to capture skew premium in options
- • HedgeRoll - Compare hedged equity structures for protection and performance
- • HedgeSignal - Combine and test various different indicator triggers and hedging strategies
- • DistroYield - Use covered calls at different tenors and strike levels to optimize distributions.
- • Rebalance Trade - Test different strategies for capitalizing on predictable market flows
Portfolio Management Tools
A comprehensive dashboard to tie all your strategies and opportunities together
- • Trade Journal - Track your positions and analyze returns
- • Portfolio Rebalance Tool - Adjust allocations as markets shift
- • Suggested Reports - Get personalized recommendations for which strategies to consider
- • Portfolio Updates - Keep your portfolio information current for accurate advice
Execution & Broker Partnerships
We understand that execution matters. TheTape.Report provides the advice and strategies, but we can also handle execution in a variety of ways.
Work With Your Existing Broker
You don't need to move your money or change brokers. We provide the advice and recommendations, and you execute trades. This keeps you in control while getting professional guidance.
Client Accounts
Open an account with Harvested Financial, and we'll handle the rest. We partner with Tradier Brokerage to offer custody and execution services.
Automated Execution
We partner with leading execution providers such as PeakBot to automate the execution of your trades. Keep your account, and let us do the trading.
Ready to Become a Client?
Start with the risk assessment and we'll be in touch with you shortly.