New in All Access · AI Connections

Your AI assistant.
Your options workflow.

Move from a conversation to a clear, connected workflow. Let your assistant research ideas, build a watchlist, compare options in OMP and keep your saved trades up to date—with you approving the changes.

Start your 7-day trial Connect your assistant

Included during the seven-day trial. All Access required afterwards. Card required for the trial.

Example conversation

“Check my watchlist for cash-secured puts that fit my rules. Compare the monthly yields and probability of profit, then prepare the trades I choose.”

  1. 1Read your OMP watchlist and saved preferences
  2. 2Run Short Options Scanner and compare matches
  3. 3Explain risk, collateral and missing information
  4. 4Prepare changes for your review and approval

OMP does the options calculations. Your assistant helps you work through the results. You decide what to save.

One connection. A much more useful conversation.

AI Connections use MCP (Model Context Protocol), a standard way for an AI assistant to use an app’s tools. Connect a compatible assistant to OMP, sign in and choose its permissions. The setup page shows which assistants are currently enabled and how to connect them.

Read and compare

Market data, watchlists, saved trades, campaigns, journal notes and supported settings. Run Matrix, Calibration and Short Options Scanner; read existing Advanced Scanner results.

Prepare and save

Propose watchlist and supported settings changes. Create or update saved trades, link campaigns and add notes. Confirm the exact proposal in your conversation before it is applied.

Bring your own AI

Use your assistant’s research and reasoning alongside OMP’s tools. OMP AI Analyst is optional. Your assistant’s plan, connector support and usage limits apply separately.

From research to recorded trades

Start with a question. Build a repeatable workflow.

Use these examples as starting points. Your account limits and selected permissions still apply. Company research comes from your assistant’s own tools; OMP supplies the supported options analysis and trade records.

Workflow 1

Turn company research into a watchlist

Ask your assistant to research businesses using its own research tools, discuss your criteria, then propose a watchlist in OMP. Run Short Options Scanner on the symbols you choose.

Try asking your assistant“Research companies I would be comfortable owning. Explain the business risks, propose a watchlist for my review, then scan my approved list for cash-secured puts.”

Workflow 2

Compare setups against your rules

Run Matrix and Short Options Scanner to compare monthly yield, estimated probability of profit, expiry and collateral. Ask the assistant to explain the trade-offs and missing information.

Try asking your assistant“Scan my watchlist using my saved criteria. Compare monthly yield and probability of profit, flag earnings risk, and show me the strongest matches without placing any orders.”

Workflow 3

Calibrate before you compare

Ask your assistant to run OMP Calibration, explain the resulting settings, and prepare any supported setting changes for your approval before running Matrix again.

Try asking your assistant“Run Calibration for this symbol and expiry. Explain the settings, ask before updating my supported preferences, then rerun Matrix with the agreed inputs.”

Workflow 4

Keep a wheel campaign together

Follow a cash-secured put through assignment, stock ownership and covered calls. Your assistant can read the campaign, propose records for confirmed events and add journal notes while preserving the linked trade history.

Try asking your assistant“Review my wheel campaign. Compare the next covered-call choices, explain the risks, and prepare updates for confirmed broker fills only. Show every change before saving it.”

Workflow 5

Check your broker against Saved Trades

With a separate broker connection, compare available positions and fills with OMP, find missing or outdated records, and prepare a reconciliation. If your assistant supports scheduled tasks, ask it to perform a daily check and bring changes back for approval.

Try asking your assistant“Each trading day, compare broker positions and available fills with OMP. Report missing fills, assignments and closed positions. Keep uncertain matches separate and ask before updating my saved trades.”

Add your broker for a fuller picture

OMP works on its own. For reconciliation, connect your broker separately to the same assistant. It can compare the broker information it can access with OMP and propose updates for confirmed fills, assignments, expiries and closed positions.

1

Connect OMP to your assistant

2

Authorize a separate broker connection

3

Compare records, review changes, then approve

Connection options checked 1 October 2026. Availability varies by country, account, assistant and permissions. These are broker connection options, not OMP-tested integrations for every broker. Historical fills may omit details needed for an exact match; your assistant should report uncertainty rather than guess.

Your account. Your permissions. Your approval.

Choose what the assistant can read and change. Revoke access in OMP at any time. OMP prepares and records trade workflows; it does not submit broker orders. A broker instruction or open order is not a confirmed fill.

Daily checks, with a clear review step

Scheduling depends on your assistant. Ask it to check for differences and notify you when records need attention. Updates still require your approval. This helps keep records aligned; it does not guarantee automatic or complete synchronization.

Bring your assistant into All Access.

Try AI Connections alongside the Visualizer, Matrix, scanners and Saved Trades during your seven-day trial.

Try All Access Compare plans

Options involve risk. Estimated probabilities and modeled returns are not guarantees.