Try it on yourself. Then enroll your clients.
Most advisors evaluating an overlay manager want to see it run before recommending it to anyone. AcuBooth is built around that instinct: run it on your own account first, watch how it behaves for 45 days, and decide from there whether it belongs in front of clients.
Think of AcuBooth as a trading partner sitting next to you, not a black box you hand a client to. The engine scans the options market continuously across the full eligible universe, but you retain full control at the position level: you can pause a position, cap the number of contracts written against it, or exit entirely, at any time, without affecting the rest of the account.
A deliberate path from your own account to client accounts
Nothing here is rushed. The structure is built so you form your own opinion on real results before a client's name is ever attached to it.
Takes under ten minutes. The overlay goes live on your account, not a client's, first.
Brokerage commission structure and custodian compatibility are reviewed together with your account team.
Review early execution behavior together and adjust position level settings if needed.
The most important conversation in the process. You decide whether the results support recommending this to specific clients.
Overlay agreements and disclosures are prepared for the client accounts you intend to enroll.
Onboarding for each client account takes the same signup flow you completed on day one.
You keep control at the position level, always
Minimum requirement
100 shares per position, the standard covered call contract size. Smaller positions are automatically excluded.
Share caps
Limit how many shares of a given position are eligible for overlay writing, independent of total position size.
Pause or exit a position
Pause overlay activity on a specific position at any time, or exit it entirely, without affecting the rest of the account.
Half of every client fee goes to your firm.
Clients pay AcuBooth $100 per month. Your firm earns $50 of that per enrolled account, paid on an ongoing basis, not a one time referral fee. Twenty enrolled accounts works out to $1,000 a month, or $12,000 a year, on top of whatever your own advisory fee already is.
Not every account is a fit, and that is fine
Good fit
Clients with 100+ share positions in option active names who are comfortable with covered calls and are not counting on unlimited upside participation.
Good fit
Concentrated stock positions where the client wants income without triggering a taxable sale.
Not a fit
Clients who require unlimited upside participation, since covered calls cap appreciation above the strike by design.
Not a fit
Accounts held at a custodian we have not yet confirmed compatibility with. Ask us directly before assuming either way.
Start with your own account
Signup takes under five minutes. The overlay is typically live within one to two business days.
Start with your own account