Done-for-you · 1:1 · beginner-friendly
White-Glove Setup
New to this and want it set up with you, not handed a manual? On a single screen-share we get your Decision Desk configured, connect your broker read-only, and set up your own AI research assistant — then walk you through reading the board so you can trade your own plan with confidence.
What we do together (about 90 minutes)
- Decision Desk setupYour login, live board, gamma rails, Confluence Tape, GEX map and hot strikes — configured and explained.
- Broker connection (read-only)Connect your account via SnapTrade in read-only mode so the tools see your positions. We never touch your funds.
- Your own AI research assistantSet up Claude / MCP on your machine as a research helper — you keep full control and place every trade yourself.
- How to read the boardA plain-English walkthrough: rails, walls, the expected-move band, and invalidation.
- Paper → live game planA simple, disciplined path from paper trading to small live size, on your terms.
- 2 weeks of follow-up supportChat access after the session so nothing gets stuck.
Simple pricing
White-Glove Setup — $349 one-time. A dedicated 1:1 session plus two weeks of follow-up.
Requires an active plan so the tools stay live — the Desk Bundle ($79/mo) or Robinhood Pro ($99/mo). Prefer ongoing help? Add Concierge — $149/mo for a monthly 1:1 check-in and priority support.
Important: White-Glove Setup is a software-setup and education service only. We do not manage money, hold custody of your funds, place trades on your behalf, or provide personalized investment advice. Any AI assistant we help you configure runs on your account under your control, and every trading decision is yours. Options trading involves substantial risk of loss. Educational content only — not investment advice.