01
Signal Received
User-directed trade intent can originate from a conversational AI Operator instruction, a SmarterStrike dashboard selection, an On-Demand request, or an external automated, AI-driven or agentic source.
Options Execution, Risk & Trade-Lifecycle Management
The Next Generation of Automated Options Trading Infrastructure.
The automated options execution and trade-management layer between trade intent and broker-verified outcome.
SmarterStrike is a broker-neutral options execution, risk and trade-lifecycle management platform built for brokerage and trading platforms. It converts user-directed, automated and AI-driven trade intent into qualified options positions, executes through controlled broker integration, and manages each position through automated risk controls, exits and broker-verified reconciliation.
Conversational AI control. SmarterStrike's integrated AI Operator enables users to prepare trades, manage positions, adjust supported platform settings and request reports through natural-language instructions. Trading actions follow the platform's established approval requirements, execution checks and risk controls.
Multiple ways to trade. Trade intent can originate from a dashboard selection, an On-Demand request, external automated or agentic systems, or the integrated conversational AI Operator. Every entry method connects to the same contract qualification, execution and trade-management infrastructure.
Automated trade-lifecycle management. SmarterStrike continuously monitors open positions under configurable risk controls, including stops, trailing logic, profit protection and automated exits. Trade closure, commissions and realized P&L are reconciled against broker-confirmed records, with reporting maintained throughout the trade lifecycle.
One integrated, broker-neutral platform. Single-leg options and vertical spreads share the same execution, risk, lifecycle and reporting infrastructure. SmarterStrike also maintains SmarterStrikes, an inventory of qualified, trade-ready options contracts available through its web and mobile dashboard. The platform is designed for integration into existing brokerage infrastructure.
How It Works
From signal to
broker-confirmed close.
Every options trade follows the same controlled lifecycle, whether it is a single-leg option or a vertical spread and however the trade request originates.
02
Contract Selected
Each trade is matched to a qualified, trade-ready contract or, for vertical spreads, a qualified two-leg spread, with live market data visible throughout. Every position is checked for eligibility before it proceeds to execution.
03
Order Submitted
Every order is validated against configured risk controls before it reaches the broker, and orders that fall outside them are blocked. Execution is broker-controlled, with fills confirmed against broker records. Execution operates through an existing broker integration.
04
Position Managed
Singles and vertical spreads are managed with the same automated lifecycle capabilities: configurable position sizing and risk limits, account-wide capital protection, early and hard stops, trailing stops and profit protection, partial and full exits, and end-of-day handling. Vertical partial exits close whole spreads rather than individual legs.
05
Broker-Verified Close
Trade closure is verified against broker execution records. Commissions and realized P&L are reconciled, reporting is finalized, and a complete audit trail is maintained through exportable trade records and automated trade notifications.
Operators adjust execution and risk settings from the web-based dashboard, on desktop or mobile, or through the conversational AI Operator. Changes apply to subsequent trades without affecting positions already open.
Trade Entry
Ways to
initiate a trade.
Dashboard, On-Demand and webhook entry support single-leg options and all four implemented vertical spread strategies. The conversational AI Operator currently supports Long Calls, Long Puts, Bull Call Debit Spreads and Bear Put Debit Spreads. Every trade routes through the same integrated workflow for qualification, execution, risk management, position management, reporting and broker-verified close.
CONVERSATIONAL AI / AUTOMATED / AGENTIC
Conversational AI, Automation & Agentic Trading
SmarterStrike combines an integrated conversational AI Operator with external automation and agentic trading capabilities. Through natural-language instructions, users can prepare and customize options trades, manage positions, adjust platform settings and request reports. External signals and AI-driven systems can also initiate trades through the webhook interface. All trading activity follows the same controlled execution, risk management and broker-reconciliation workflow, with user approval where required.
SmarterStrikes
A continuously maintained inventory of qualified, trade-ready option contracts, with live pricing, market metrics and Greeks displayed on each card. Singles and vertical spreads each have their own dashboard view, and a selection moves directly into execution, risk management, position monitoring and reporting, with vertical spreads confirmed before submission.
On-Demand Execution
Request a trade on demand and SmarterStrike identifies a qualifying single-leg contract or vertical spread and executes it, subject to configured confirmation and risk checks. Useful for symbols outside the current SmarterStrikes inventory, or when an operator prefers not to choose a specific contract.
Trade-Ready Strikes
Contract screening
runs continuously.
SmarterStrike maintains an inventory of qualified, trade-ready option contracts across configured symbols and expirations. Live market data, including pricing, volume, open interest, implied volatility and Greeks, is visible on each card, and operators control which metrics are displayed.
The inventory is kept current automatically as market conditions change.
Singles and vertical spreads share the same qualification infrastructure, and every complete spread is checked before it is submitted. Each has its own dashboard inventory and calendar view.
By keeping qualified opportunities ready in advance, SmarterStrike removes the need for contract discovery after a signal arrives and enables a faster response to market events.
Configuration
Flexible controls.
Configured your way.
Operators control execution, risk, sizing, exit, automation, notification and display settings from a single dashboard. Dedicated controls support both single-leg options and vertical spreads within the same platform.
Settings can be changed at any time, including while a position is open. Open trades continue under the settings they were opened with, changes apply from the next trade forward, and configuration persists across sessions.
Supported settings can also be changed through the conversational AI Operator. One-time overrides apply to an individual trade without changing the dashboard defaults.
Trade Record
Broker-verified trade records.
From execution to close.
Broker-verified closed positions are recorded in the Completed Trades dashboard and persistent trade history. Each record covers execution, commissions, realized P&L and trade outcome.
Figures are sourced from broker execution records, with vertical spreads reconciled and reported as complete positions alongside Singles. The record is exportable for reporting, reconciliation, performance review and further analysis.
Open and completed trade state persists across sessions and remains reconciled with the broker.
Automated email notifications accompany trade events, including entries, partial exits and final closes. Execution and P&L details are reported as broker confirmation and reconciliation become available.
Broker Architecture
Broker Architecture
SmarterStrike is built around a broker-neutral execution engine that connects to brokers through a defined adapter interface, keeping the core platform independent of any single brokerage’s systems.
This separation keeps broker-specific integration work isolated from the operational platform, giving an acquiring company, brokerage or technology partner a defined path to connect existing infrastructure without rebuilding SmarterStrike’s options execution, trade-lifecycle automation and broker-verified trade management.
SmarterStrike is designed for real-world broker conditions. It reconciles every trade against broker-confirmed executions, positions and commissions rather than internal assumptions, keeping the trade record consistent.
SmarterStrike’s current implementation supports long single-leg Call and Put options and four two-leg vertical spread strategies: Bull Call Debit, Bear Put Debit, Bull Put Credit and Bear Call Credit. Vertical spreads are executed as multi-leg orders through the existing broker integration, while execution, lifecycle management and reconciliation remain broker-neutral.
Built for expansion. SmarterStrike’s modular architecture provides a foundation for additional options strategies, trade-entry methods and brokerage integrations. New capabilities can be developed within the existing platform infrastructure rather than requiring a separate trading system.
broker-neutral execution engine
QualificationExecutionLifecycle managementReconciliationPersistenceReporting
formalized broker adapter interface
Current Platform Implementation
Existing Broker Integration
same defined adapter layer
Additional brokerages, execution venues or proprietary infrastructures
Get in Touch
Start a
Conversation.
A live demonstration is the best way to experience SmarterStrike. See the platform operate in real time and explore its capabilities, architecture, and potential applications through an open conversation.
SmarterStrike has been developed as proprietary technology and is not currently being offered as a commercial software product. SmarterStrike is open to conversations regarding strategic opportunities involving the platform and technology.
Confidential discussions are welcome. Please reach out anytime.