01
Signal Received
User-directed trade intent can originate from a SmarterStrike dashboard selection, an On-Demand request, or an automated, AI-driven or agentic source.
Options Execution, Risk & Trade-Lifecycle Management
Power brokerage and trading platforms with automated options execution, risk and trade-lifecycle management.
SmarterStrike gives brokerage and trading platforms the infrastructure to deliver automated options execution and lifecycle capabilities directly within their retail experience, supporting human, automated, AI-driven and agentic trade intent from qualified contract selection through broker-verified close.
One platform. Multiple ways for customers to trade. Trade intent can come from a customer’s dashboard selection, an On-Demand request, or automated, AI-driven and agentic systems operating under customer direction. SmarterStrike turns that intent into an executable options position, routes it through controlled broker execution, and manages it through configurable risk and lifecycle controls to broker-confirmed closure, reconciliation and reporting.
One integrated platform for options execution and lifecycle management. SmarterStrike supports single-leg options and multi-leg vertical spreads through unified infrastructure for contract qualification and selection, broker execution, risk management, position monitoring, reconciliation and reporting.
The platform also maintains SmarterStrikes, an inventory of qualified, trade-ready option contracts that can be selected directly from the web or mobile dashboard into the same sizing, execution, risk and lifecycle management workflow.
Already engineered and extensively tested, SmarterStrike is broker-neutral by design and built to connect to existing brokerage infrastructure without rebuilding the core platform.
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. Changes apply to subsequent trades without affecting positions already open.
Trade Entry
Ways to
initiate a trade.
All three entry modes support single-leg options and the four implemented vertical spread strategies, and all route through the same integrated workflow for qualification, execution, risk management, position management, reporting and broker-verified close.
AUTOMATED / AI / AGENTIC INPUT
Webhook / AI & Agentic Instructions
SmarterStrike accepts user-directed trade intent from external automation, signal-generation, AI-driven and agentic systems through a webhook interface. Instructions can cover single-leg options or vertical spreads, and once any required user confirmation is given, execution, risk management and position monitoring proceed automatically.
SmarterStrike
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.
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 each trade event, from entry through partial exits to final close, delivering broker-verified fill and P&L details in real time to configured recipients.
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.
SmarterStrike operates through an existing broker integration and is designed to connect with additional brokerage infrastructures through its broker-neutral architecture. Each new integration requires implementation and validation, without requiring a rebuild of the core platform.
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 production 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.