The engine behind the covered call overlay.
AcuBooth writes and manages covered calls on your clients' existing positions automatically, following pre defined rules instead of an analyst's spare time. It scans the options market continuously, executes to a published rulebook, and logs every decision to a dashboard you can hand to compliance. No AI predictions. No weekly rebalancing. No black box.
The engine view above is an illustrative depiction of the scanning and rule evaluation process using sample data; it is not live account activity. AcuBooth is not registered as an investment advisor with the SEC or any state securities regulator. Platform descriptions are for informational purposes only. Past performance is not indicative of future results. Options involve significant risk.
Rules based. Continuous. Explainable.
The AcuBooth engine is built on deterministic rules, not machine learning or AI predictions. Every execution decision can be traced to the rule that triggered it. That auditability is the difference between a strategy you can explain to a client and one you have to take on faith.
Continuous monitoring
Every second of the trading day is covered, not a scheduled weekly or monthly check in. Intraday premium windows that a manual process would miss are captured in real time.
Deterministic execution
Governed by 12,000+ pre defined rules covering screening, strike selection, roll timing, and order management. Execution logic is identical regardless of market volatility or day of week.
Full auditability
Every trade is logged and traceable to the specific rule that fired it, giving the advisor of record and any compliance reviewer a complete record on demand.
Software runs this at a scale no manual process can match.
Manual advisor process vs. AcuBooth
Most advisors run covered call programs by hand or through a periodic ETF wrapper. Here is what that costs in precision and consistency, condensed to the differences that matter most for a client conversation.
| Without AcuBooth | With AcuBooth | |
|---|---|---|
| Monitoring frequency | Weekly or monthly reviews. Intraday moves go undetected until the next session. | Continuous throughout every trading session, with no gaps and no catch up. |
| Execution consistency | Varies by advisor skill and availability. Strategy drift accumulates silently over time. | Governed by 12,000+ deterministic rules, identical logic regardless of conditions or staffing. |
| Audit trail | Documentation depends on the advisor's note discipline. | Every execution traceable to the exact rule that fired it. |
| Advisor time cost | Running covered calls manually is effectively a second job per account. | After onboarding, AcuBooth executes autonomously. The advisor reviews sleeve level reporting, not individual trades. |
View full comparison: option chain coverage, market response, scale across accounts+
| Option chain coverage | Limited to what one analyst can review per session, capacity constrained by definition. | 2,000,000+ option chains scanned per second across the full eligible universe. |
| Market response | Hours to days of lag before manual adjustments execute. Premium windows close during scheduling. | Intraday execution. The engine responds in real time as volatility and premiums shift. |
| Scale across accounts | One advisor can manage roughly 10 to 30 accounts before quality degrades. | Identical precision across 10 accounts or 10,000, with no incremental overhead per account. |
You remain the advisor of record.
Enrolling a client in AcuBooth does not change who they call. AcuBooth operates on a separate sleeve, reporting into your existing custodian infrastructure. You keep the relationship and full discretion over the core portfolio.
| Party | Responsibility |
|---|---|
| Advisor | Determines client suitability, selects eligible positions and sleeve parameters, approves the strategy mandate, and maintains fiduciary or suitability obligations to the client. |
| Client | Signs the overlay agreement and custodian authorization, obtains options Tier 1 authorization, and understands risks including assignment, capped upside, and tax consequences. |
| AcuBooth | Applies pre defined rules to screen, select, and execute covered call orders within advisor approved sleeve parameters. Reports activity to the advisor and custodian. Does not provide individualized investment advice. |
| Custodian | Holds client assets, executes and confirms orders, and provides account statements and 1099 reporting. Custodian fees are separate from AcuBooth fees. |
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