What Changes When You're a Client
Signals Become Trade Recommendations
Instead of just seeing what's mispriced, you see exactly what to do about it. Specific trades tailored to your risk profile, directly integrated into your Edge Screener reports.
Roll & Close Notifications
Don't miss a beat. Get email notifications with specific strikes and prices for when it's time to roll, close, or adjust positions. Implement long term investment strategies with ongoing, real-time guidance.
Model Portfolio Guidance
Curated portfolio designs with allocation recommendations. See how strategies complement each other, and get prompted when rebalancing is needed.
Fiduciary Relationship
Not content. Not education. Actual financial advice from a registered investment advisor who is legally obligated to act in your best interest. That's the difference.
Asset Light. No Friction.
You don't have to move money. You don't need to open a new brokerage account. We don't need your social security number. Work with your existing broker while getting professional guidance through the platform.
The Client overlay is +$99/month, added on top of your Analyst or Investor membership. You get everything included in your base tier, plus real advisory layered on top.
How It Works
Take the Risk Assessment
Comprehensive evaluation of your financial capacity, risk appetite, and tolerance. Free of charge.
Get Approved
We review your profile and assign a risk level. You receive personalized strategy recommendations that match your situation.
Start Receiving Advice
Trade recommendations appear in your reports. Notifications arrive when it's time to act. Real advice in real time.
Exclusive Client Tools & Resources
As a client, you unlock additional capabilities beyond the base membership:
Trade Advice Tab
Every Edge Screener gains a Trade Advice tab with personalized recommendations based on your risk profile and the current market conditions.
Strategy Laboratory Advice
Recommended parameters based on your risk tolerance. Ongoing position notifications for when to close, roll, or open new trades across SkewPreme, HedgeRoll, and all laboratory strategies.
Portfolio Design & Rebalancing
Portfolio allocation recommendations, model alignment views, and rebalance prompts as markets shift. Tie all your strategies together in one comprehensive dashboard.
Execution & Broker Partnerships
We provide the advice. You choose how to execute.
Use Your Existing Broker
No money movement. We provide recommendations, you execute. Stay in control with professional guidance.
Client Accounts
Open an account with Harvested Financial. We partner with Tradier Brokerage for custody and execution.
Automated Execution
We partner with providers like PeakBot to automate execution. Keep your account, let us handle the trading.
Ready to Become a Client?
Start with the risk assessment. It's free, and we'll be in touch shortly.
Already a member? The Client overlay is +$99/month on top of your Analyst or Investor membership. View membership tiers