As trading becomes increasingly AI and agent-driven, a critical infrastructure gap is emerging between trade intent and controlled execution. Trade intent can originate from traders, strategy engines, signal systems, AI-driven systems and emerging agentic workflows. But turning that intent into a qualified, broker-connected options trade — and carrying it through a controlled, actively managed lifecycle to verified close — requires a purpose-built execution layer.
That operational middle is not simply connectivity to a broker; it is the continuous options-specific workflow from qualified contract selection through execution, risk controls, active lifecycle management, verified close and reporting.
SmarterStrike is that layer. It continuously maintains a trade-ready inventory of pre-qualified option contracts (SmarterStrikes) and unifies user-directed, automated, AI and agentic trade intent within one continuous operational workflow — providing an architecture capable of extending that continuity across risk signals, intent, execution, lifecycle and outcome.
Every options trade follows the same sequence regardless of how the trade request originates or which contract is being traded.
A trade request can originate from an external automated source, an AI-driven instruction source, an instruction originating from an agentic workflow, a SmarterStrike dashboard selection, or an on-demand execution.
Smart-qualified contracts are continuously screened and ranked using liquidity and execution-quality metrics. Live pricing, spread, volume, open interest, implied volatility, and Greeks are visible on each contract. Qualifying contracts remain trade-ready and available for immediate execution.
Every order passes through a pre-submission risk management layer and is validated before reaching the broker. Trades that do not meet configured thresholds are blocked automatically. The current production implementation is integrated with Interactive Brokers — orders are submitted via configurable execution algorithms designed to optimise fill quality.
The position is continuously monitored through configurable risk management controls and automated exit logic. Hard stops, adaptive trailing stops, profit protection, partial profit-taking, manual closes, and end-of-day position handling operate automatically throughout the trade lifecycle.
Trade closure is verified directly through broker execution records. Commissions and realized P&L are reconciled, reporting is finalized, and a complete audit trail is maintained through CSV exports, automated trade notifications, and trade report emails.
All execution parameters are configurable from the dashboard at runtime. Changes take effect on subsequent trades without affecting any position already open. The dashboard is web-based and accessible from any browser, whether on desktop or mobile.
All three entry modes route through the same execution engine. Contract qualification, execution, risk management, position management, reporting, and broker-verified trade closure operate within a single integrated workflow, regardless of how the trade originated.
SmarterStrike integrates with external signal generation, automation, and AI-driven systems through a webhook interface. This can include directional instructions originating from agentic workflows. Upon receipt of a valid directional trade instruction, contract selection, execution, configured risk management, and continuous position monitoring begin automatically. For firms with proprietary signals, models or AI-generated trade intent, this provides an options-specific path from alpha to qualified contract selection, controlled execution and managed lifecycle.
A continuously updated grid of pre-qualified option contracts, filtered and ranked using liquidity and execution-quality metrics. Each contract displays live bid/ask pricing, spread, volume, open interest, and implied volatility. Greeks are also updated live, and which metrics are visible on each card is configurable from the dashboard. Contracts are continuously evaluated and maintained in a trade-ready state, allowing execution, risk management, position monitoring, and reporting to begin immediately upon selection.
Enter a ticker and direction, and SmarterStrike automatically identifies, selects, and executes a qualifying contract. Ideal for symbols outside the current pre-qualified strikes list or when execution is preferred without manually selecting a specific contract.
SmarterStrike maintains a continuously updated inventory of trade-ready option contracts across configured symbols and expirations. Contracts are continuously screened, qualified, and ranked using configurable pricing, spread, and liquidity criteria, while key market metrics — volume, open interest, implied volatility, and the full Greeks suite (delta, gamma, theta, vega, rho) — are collected live and visible on each card. Which metrics are displayed is configurable per operator, independent of qualification or execution. Contracts that fall outside the active criteria are automatically removed and replaced as market conditions evolve.
By continuously qualifying and maintaining trade-ready opportunities, SmarterStrike eliminates the need for post-signal contract discovery and enables immediate response to market events.
SmarterStrike’s continuous workflow provides a foundation for connecting pre-trade operational activity with trade intent, controlled execution, active lifecycle management and outcome.
In enterprise deployments across connected users or accounts, aggregated changes in pre-trade activity could surface emerging concentrations and abnormal patterns before they become realized exposure. A sudden increase around a particular underlying, direction, expiry or contract profile may provide an early operational risk signal — without assuming that observed activity will result in a trade.
Because SmarterStrike carries trading activity through the downstream lifecycle, those signals could be evaluated against what actually happened: whether trade intent was expressed, orders were submitted or abandoned, configured controls intervened, positions were opened, exposure developed, and how positions were ultimately managed and closed.
This could create continuity across risk signals, intent, execution, lifecycle and outcome — while generating structured context that could support downstream risk and surveillance workflows.
In an enterprise integration, information could also move in both directions. Enterprise risk and position-limit signals could inform execution controls, while structured intent, strategy parameters and execution context could support downstream surveillance and help explain the “why” behind trading activity.
SmarterStrike exposes the complete execution and risk stack through a set of collapsible configuration panels — SmartStrikes underlying and expiration configuration, automated sources and webhooks, on-demand execution, position sizing and capital, order execution, commission controls, option selection filters, qualified strike card display, risk and stops, profit taking and partials, trail ladder, automation and webhooks, and notifications and reports.
Settings can be updated and saved at any time — including while a position is active. The current trade always runs with the settings it was opened with; any changes take effect from the next trade forward. All configuration is saved instantly and persists across dashboard restarts without requiring reconfiguration.
Every closed position is immediately reflected in the dashboard's Completed Trades panel and written to a structured master trade log. While the dashboard provides a concise operational view, the CSV preserves the complete trade record, including contract details, execution data, timestamps, entry and exit commissions, realized P&L, trade duration, position-sizing information, partial-exit history, entry method, execution method, and broker-verified trade outcomes.
All figures are sourced directly from broker execution records and verified before being committed to the trade log. The CSV accumulates across sessions, creating a persistent historical record suitable for reporting, reconciliation, performance analysis, downstream research, and AI-assisted analysis.
In addition to the CSV, every trade event triggers an automated email notification. Buy confirmations, partial sells, and final closes each generate an email with broker-verified fill details. Buy emails include contract specifications, entry price, cost basis, commission, Greeks, IV, open interest, volume, direction, entry type, and underlying price at entry. Partial sell and close emails include exit price, realized P&L, commission breakdown, execution breakdown across all partials, running totals, and full trade return — all sourced directly from broker execution records and delivered in real time to configured recipients.
SmarterStrike operates through a broker-neutral execution engine and a formalized broker adapter interface. The core platform communicates exclusively through standardized models for instruments, market data, orders, executions, positions, account information and broker-verified reconciliation rather than depending on brokerage-specific objects or field structures.
The current production implementation connects to Interactive Brokers through a dedicated adapter that translates between the broker’s native API and SmarterStrike’s standardized execution model. Additional brokerages, execution venues or proprietary infrastructures can be integrated by implementing the same adapter interface, while preserving the core execution engine, contract-selection workflows, risk controls, trade lifecycle management, reporting and business logic.
This separation keeps broker-specific integration work isolated from the operational platform. For an acquiring company, brokerage or technology partner, it provides a defined path for connecting existing infrastructure without rebuilding the options-specific execution, lifecycle automation and broker-verified trade-management capabilities developed within SmarterStrike.
Demo videos showcasing key SmarterStrike capabilities across different aspects of the platform.
Covers the full SmarterStrike dashboard setup workflow — adding and removing SmarterStrike trade-ready strike cards, then executing a complete trade cycle from card selection through to manual close. The demonstration intentionally uses a manual sell to keep the focus on the strike card interface and the full position lifecycle.
Dashboard walkthrough: Strikes grid, pre-trade confirmation dialog, order entry, and post-fill position monitoring.
Shows an inbound webhook received and processed end-to-end with zero manual input. The system queues the signal, auto-selects the contract from the configured settings, and places and confirms the fill — then monitors the live position into a 50% partial sell (set conservatively for the demonstration) and a profit-locked exit.
Two short, purpose-built clips showing the on-demand entry mode — enter a ticker and direction, and SmarterStrike handles contract selection and execution automatically. The full position lifecycle, risk management, and reporting are identical to the other entry modes and are covered in the other demo videos; these clips focus narrowly on the on-demand selection step itself.
Shows a TSLA PUT selected from a SmartStrikes card selection, through order entry, and into active position management. The video focuses on the trailing stop in operation and ends before the final close. The full exit and reconciliation sequence is covered in the Platform Overview recording above.
The trading report is selected, generated, and delivered by email directly from the dashboard.
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 commercialized as a retail SaaS product. The current focus is on strategic opportunities for the platform and IP, including partnerships, integration, technology licensing, white-label deployment, and acquisition.
All discussions are confidential. Please reach out anytime.
All discussions are confidential.
