Our Mission
If you run covered calls and cash-secured puts, you know the routine: positions scattered across two or three brokerages, a spreadsheet to track DTE and delta, and a running mental checklist of what needs to roll before Friday. It works — until a position slips through and you take an assignment you never wanted.
Avnia Wealth exists to make that routine effortless. We consolidate every account into one view, put the option metrics that matter front and center, and tell you exactly when and how to roll — with the reasoning behind every recommendation, so you can decide with confidence.
What We Do
One consolidated view. Connect your brokerages through SnapTrade — a secure brokerage-integration service — or a CSV upload, and see every equity, option, and cash position in a single dashboard: total value, daily and year-to-date change, and allocation at a glance.
An options command center. Every open position, with days to expiration, delta, premium captured, and remaining time value, color-coded so the ones that need attention rise to the top.
Explainable roll recommendations. Avnia applies a consistent set of rules — days to expiration, delta, premium captured, and whether a net credit is achievable — and shows its work on every suggestion. You always see why, and you place the trade yourself at your broker.
New opportunities, surfaced for you. Avnia scans your holdings and available cash for stocks eligible for new covered calls and cash-secured puts, ranked by potential premium yield, plus a short daily news brief tied to the positions you actually hold.
How We Protect You
Avnia connects to your brokerages through SnapTrade, using secure, OAuth-style logins — your credentials go to the brokerage, not to us. Your data is encrypted at rest (AES-256) and in transit (TLS 1.2+). And because Avnia does not submit orders or move money, every trade stays in your hands: we recommend, you decide and execute at your own brokerage.
Who We Serve
Avnia Wealth is built for experienced, active investors who trade covered calls and cash-secured puts across multiple accounts and want efficiency, accuracy, and confidence in their roll decisions — without living in a spreadsheet.
Why We Built It
Avnia started as a tool its founder built to solve a personal problem: managing an options-income portfolio across several brokerages without the manual tracking and second-guessing. It is built by someone who trades the way you do, and it is being shaped into a product for investors who want the same clarity.
Avnia provides rule-based, educational recommendations to support your own decisions. It is not a licensed financial advisor and does not provide personalized investment advice.
Get in Touch
Have a question before you get started? Our FAQ covers how Avnia works, security, and pricing. Can’t find what you’re looking for? Reach out through Support and we’ll get back to you, usually within one business day.