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Case Studies

One account. 453 days since inception. Every trade included.

The full account picture, every trade included, no cherry-picking. Nothing here is a projection, all figures are historical results from documented account activity.

See the trade level system logic in Trade Scenarios, or a real account's tax outcome in Tax Offset.

Yield Basis. What the Premium Is Measured Against.
Eligible Shares Basis (primary)
7.25%
Annualized 5.84%, from May 13, 2025 (first call written)

Net premium divided by the average equity that actually carried a covered call. This is the strategy's real yield, it measures the overlay against the capital it was deployed on.

Full Account Basis (reference)
5.37%
Annualized 4.33%, full 453 days since inception

Same net premium divided by average total account equity, including holdings that never had a call written. This dilutes the rate with capital the overlay was not applied to.

Both bases are computed from the same underlying trade ledger and shown side by side on the account dashboard. See the full calculation for each in Returns Methodology.

Net Options P&L
$27,927
537 orders written
Verified Orders
537
68 rolls, 274 opening legs, 263 closing legs
Realized Losses on Closed Positions
−$17,607
Tax loss, not cash. Offsets ST gains.
Why software makes a difference

With 1,000 shares of a position, an account can write 10 covered calls. A human advisor typically sells all 10 at the same strike and expiration, treating them as one block. AcuBooth optimizes each contract individually, with its own strike, expiration, and timing. No two contracts are identical, and assignment risk is spread across different strikes and dates, a level of precision a human process cannot execute at scale.

Real AcuBooth analytics view breaking down performance by market up, down, and flat periods
Behind these numbers

Market up, down, and flat days, broken out separately.

This is the real Analytics Overview screen the account level figures above come from. It splits results by market condition so an advisor can see whether the overlay is adding income on top of gains, cushioning declines, or both, rather than a single blended number that hides which regime is doing the work.

AVGO. Overlay on an existing client position.

Preserve Equities On. No shares assigned.
The position. 551 shares.
Cost basis
Purchased before AcuBooth enrolled
$83.44
Open contracts
As of last sync
7
Rolls to date
80
What AcuBooth did. Since inception.
Gross premium sold
122 opening legs
+$161,666
Paid to close and roll
115 closing legs
−$141,074
Net premium retained
$20,592

AcuBooth rolled this position 80 times to keep collecting premium without triggering an assignment on shares the client wanted to keep, net premium retained after every roll is $20,592. This is real, live cash from the account's own Schwab ledger, not a modeled figure.

SPY. Overlay on a core index holding.

Preserve Equities On. No shares assigned.
The position. 101 shares.
Cost basis
Purchased before AcuBooth enrolled
$488.99
Open contracts
As of last sync
1
Rolls to date
2
What AcuBooth did. Since inception.
Gross premium sold
14 opening legs
+$8,429
Paid to close and roll
13 closing legs
−$6,941
Net premium retained
$1,488

A core, lower-turnover holding like this one won't generate premium at the same rate as a more volatile name, but it still produced steady, real income with minimal management — 14 opening legs against 2 rolls over the full period. Not every position needs to be a headline number to be worth covering.

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