Quiet wealth · wheel income

Theme-driven wheel income, with the risk shown first.

LevelBox.ai screens cash-secured puts across investment themes, ranks them through famous-investor lenses, and puts max-loss and breakeven on every candidate. Patient, analytical, and built to connect to your own LLM.

Theme-driven

Wheel screening by theme

Pick an investment theme (AI Buildout, Healthcare Longevity, Financial Infrastructure) and get a ranked list of cash-secured-put candidates — no blank-ticker guessing.

Investor lenses

Buffett · Lynch · Ackman · Lee

Every candidate is scored through documented famous-investor rulesets, so quality and growth sit next to the premium math — not instead of it.

Risk-first

Max-loss & breakeven on every candidate

We show the downside before the income: max loss and breakeven on each CSP, and earnings-aware DTE so you aren't blindsided by a report inside your expiry.

Model Context Protocol

Connect your LLM to the data

LevelBox.ai exposes an MCP server, so Claude (or any MCP client) can call list_themes, list_candidates, and get_candidate directly — it authenticates with your login.

mcp
> list_themes
[ "ai-buildout", "healthcare-longevity", "financial-infrastructure", ... ]

> list_candidates  theme="ai-buildout"
[ { "ticker": "AAA", "wheel_score": 0.81,
    "csp": { "strike": 180, "dte": 30, "delta": -0.10, "credit": 110,
             "breakeven": 178.90, "max_loss": 17890 },
    "scores": { "quality": 0.8, "buffett": 0.9, "lynch": 0.5 } }, ... ]

> get_candidate  ticker="AAA"
{ "ticker": "AAA", "risk": { "max_loss": 17890, "breakeven": 178.90 },
  "earnings_before_expiry": false, "meta": { "stale": false } }

Two tiers

Foundation · Free
  • Browse investment themes
  • Ranked CSP candidates with risk (max-loss + breakeven)
  • Pick symbols within a theme
  • MCP read access from your own LLM
  • Login required
Professional · Pro
  • Pick any symbol
  • IBKR portfolio import
  • Position P&L accountant
  • Coming: stress-testing & alerts

Be first when Pro opens

Payments aren't live yet — join the premium waitlist and we'll reach out when Pro is ready.