Inside the platform

Software your broker will never give you

A copy-trading marketplace, an AI co-pilot, multi-strategy automation, and pro-grade risk controls — the tools serious options traders actually need, in one platform.

The platform

The tools, up close

A copy-trading marketplace — not just signals

Browse proven traders and strategies, see their real track records, and mirror their trades automatically. Your broker gives you a ticket window; we give you a marketplace.

  • Follow verified, ranked traders
  • One-click auto-mirroring into your account
  • Per-strategy risk caps you control
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app.staxinvesting.com/marketplace
The STAX copy-trading marketplace — ranked signal sources with live track records

An AI Trading Chat that knows your account

Ask why a trade fired, what your bot is doing, or how a strategy performed — in plain English. It reads your live positions and history and answers instantly.

  • Plain-English answers about your trades
  • Explains every entry, exit & adjustment
  • Strategy & performance Q&A on demand
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app.staxinvesting.com/assistant
Why did the bot exit my SPY calls early?
Assistant SPY hit your Target 2 (+30%), so it scaled out half — then the trailing stop tightened to lock +24% as momentum faded. Want the full trade log?
Yes — and how's Dual Trend doing this week?

Run multiple strategies at once

Allocate across several proven strategies simultaneously and let them run in parallel — diversified, automated, and independently risk-managed. Try doing that from a broker app.

  • Run every edge in parallel
  • Independent allocation per strategy
  • Toggle strategies on or off, live
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app.staxinvesting.com/strategies
Multiple STAX strategies running in parallel with independent allocations

Backtest on tick-by-tick data

Replay any strategy against every alert we have ever published — simulated tick by tick, not on daily candles. See how it would really have performed before you risk a dollar.

  • Test against our full historical alert archive
  • True tick-by-tick fills, not daily approximations
  • Validate a strategy before you go live
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app.staxinvesting.com/backtest
The STAX backtest engine — strategy configuration over the full historical alert archive
Protect capital

Risk controls & exits

Intelligent trailing stops

Lock in gains automatically as a trade runs in your favor — the stop trails the peak so winners keep room to run and pullbacks get cut. Brokers make you babysit this by hand.

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Scale out with multi-tier exits

Take profit in tiers across multiple targets while a runner stays in for the big move — all bracketed and automated. A single broker stop-loss simply can not do this.

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A max-loss guardrail for bad days

Cap how many losing trades you'll take in a day, then step aside — so a rough morning can't snowball into a rough afternoon. Break-even scratches don't count and winners never do; set it per strategy and account-wide, and whichever cap trips first takes over.

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Close swings before the close

Copy-trade strategies often buy contracts that expire on a later day — swing trades that would otherwise ride overnight. Turn this on and the strategy's open swings are sold at the market near the close, around 3:55 PM ET, so you finish the day flat. Same-day contracts are unaffected.

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Reverse a position in one click

A Reverse button on every active trade card: press it and the bot market-closes what you're holding and immediately opens the opposite direction on the same ticker — a call becomes a put — sized and protected by that strategy's normal rules. It checks everything first, so if the flip can't proceed your position is left untouched.

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Side swapping — never hold both

Holding SPY calls and a SPY puts alert arrives? Normally you'd end up in both. Side Swapping closes the side you're holding first — win or loss — then takes the new side, so you're never caught holding both directions of the same ticker. Swapped-out trades are tagged with a Side Swap exit reason in your history and backtests.

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Allow averaging — or take it once

When a repeat alert hits a position you already hold — same ticker, strike, expiration and side — the bot normally adds to it and blends it into one averaged entry. Turn Allow Averaging off and that repeat is simply rejected, so the strategy takes the position only once. Pressing Scale In by hand is never blocked.

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Trade on your schedule

Pick the exact hours and weekdays the bot is allowed to trade, and automatically sit out the events you don't want to touch — FOMC, CPI, jobs day, OPEX. Your broker fills orders whenever; you decide when.

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Tools that actually have your back.

Stop fighting your broker's limits. Run the strategy, the software, and the safeguards as one system.

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