Frequently Asked questions (FAQs)

Self Operating Brokerage is a software platform that connects to your brokerage account and operates prebuilt, rules-based income systems for you. Instead of researching trades, building bots, or managing positions manually, you connect your broker, choose how much capital to allocate, and activate the system.

You connect a supported brokerage account, complete your installation process, choose your capital allocation, and activate your income systems. The software then follows predefined entry, exit, position sizing, and risk management rules automatically.

No. Self Operating Brokerage is not primarily an educational course. It is a working software platform with prebuilt income systems designed to operate inside your brokerage account. Although this comes with an Owner's Manual that explains exactly what our income systems do and what rules they follow, this is primarily a trading technology that automates trades for you.

No. Unlike traditional automation platforms, Self Operating Brokerage is intentionally designed around prebuilt systems. You do not need to create a bot, develop a strategy, or configure dozens of technical rules. The Self Operating Brokerage does include the ability to start, pause, and edit key rules for our income systems so that you have full control, but it's a done for you system. We do offer a bot builder program using our first software called the Options Auto Trader.

Your activation includes the software platform, the initial income systems included with your offer, personal installation support, the Self Operating Brokerage Owner’s Manual, your First 90-Day Roadmap, monthly reporting, system updates, and ongoing support.

The initial offer may include systems such as the Monthly Cash Flow System, Cash Reserve System, and Weekly Paycheck System. The exact systems included will be listed clearly on the checkout page or enrollment offer.

The Monthly Cash Flow System is a diversified futures options bot portfolio designed to generate a reliable 2-4% per month in every type of market. It does this by using a risk defined, high win rate short put strategy on /ES in bullish markets and runs a risk defined, high profit potential put debit spread on /ES in bearish markets. This ensures that the system can profit in all markets. Most people rely on a single bot while we use an options bot portfolio. This system has been used for hundreds of traders and are generating anywhere from $5K - $20K every month (past performance does not guarantee future performance).

The Cash Reserve System is designed to move eligible unused cash into short-term Treasury ETF like SGOV so idle capital may continue to make money. This is the easiest way to make sure that all your money is properly being allocated and working for you. SGOV generates a monthly dividend and has tax advantages for people in taxed states.

The Weekly Paycheck System is a wheel strategy which is built around cash-secured puts and covered calls. It is designed to pursue shorter term premium income while following predefined stock selection, entry, exit, and assignment management rules. The default settings target a 1% return per week and uses our proprietary trend following algorithm to ensure that it only trades when risk of a crash or downtrend is low so that our win rate is higher than the average options wheel trader. The settings can be edited for what delta is used in case the user has a preference.

The primary Self Operating Brokerage income systems are designed to work with TastyTrade since TastyTrade is the only broker that supports futures options automation. Once Charles Schwab releases futures options support, they will be added as a broker. Income systems in the future may support other brokers as new integrations are released.

You will need a supported TastyTrade account to activate our income systems. If you do not already have one, the onboarding process will explain how to open and prepare the correct account type. You need a basic TastyTrade margin account called the Works account. You will also need to approve futures access if you intend to use the Monthly Cash Flow System (our futures options bot portfolio which targets 2-4% per month).

No. Your funds remain inside your brokerage account, in your name and under your control. Self Operating Brokerage does not hold, withdraw, or take custody of your trading capital.

No. The brokerage connection is used to operate supported trading systems. It does not give Self Operating Brokerage permission to withdraw your funds for its own use.

The platform is designed for established investors with at least $50,000 available in a supported brokerage account. An account of $100,000 or more is generally ideal because it provides more flexibility for allocation, position sizing, and diversification. Our average user has $250,000 in their account. People with as little as $25,000 and people as high as multiple millions inside of a single TastyTrade account that is connected.

Some systems may technically operate with less capital, but Self Operating Brokerage is not designed for small accounts. Lower account sizes can create greater concentration risk, less flexibility, and a more difficult experience during normal drawdowns. So, you are welcome to use less than $50,000, but it's not recommended.

It is designed for financially established investors, retirees, business owners, executives, and professionals who want another potential stream of brokerage income without spending their time watching charts or manually managing trades.

It is not designed for people seeking guaranteed profits, rapid 0DTE speculation, instant income for essential living expenses, or a platform for constantly creating and modifying complex bots.

No advanced experience is required because the systems are already built. However, you should understand that options and futures involve risk and that the account can experience losses and drawdowns. In fact, my wife and father (people who have never logged into a broker themselves before) are using this platform and generating income because of how simple our platform is to use.

The platform is designed to minimize ongoing involvement. Most users will primarily review their dashboard, monthly reports, account health, and system notifications rather than researching or placing trades manually. I personally check my account once per week to see the status of everything, but most users just check their account on a monthly basis. The software updates in real-time so if you want to check your trades in real-time you can easily do that. You can also manually close trades from the platform if you want to manage trades early.

You retain control over important account level decisions such as your capital allocation, whether the system is active, and certain approved risk settings. The core strategy rules remain standardized so the system does not become an overly complex bot-building platform. You can change and edit core rules (like delta, risk management, etc) around each system if you desire.

Yes. You can pause the system or disconnect your brokerage account. If positions are currently open, they may still need to be managed or closed according to the proper shutdown process.

You can easily make allocation changes through the platform settings. The system will provide guidance on how allocation changes may affect position sizing, diversification, and risk.

Trading options and futures involves the risk of losing money. The system can experience losing trades, losing months, drawdowns, execution differences, market gaps, broker outages, and other unexpected market conditions, although unlikely as our uptime is 99.99%. We also have a ton of safeguards built into the application like price spike detectors (to prevent against closing trades prematurely due to random price spikes especially overnight), order hiding (to prevent against market makers and stop loss hunting), and stop loss (that have been proven to execute reliably and quickly even crash and explosive volatility environments).

The systems use predefined position sizing rules, allocation limits, entry and exit criteria, diversification, exposure controls, and automated risk-management procedures. These controls are designed to manage risk, but they cannot eliminate it. We also have a ton of safeguards built into the application like price spike detectors (to prevent against closing trades prematurely due to random price spikes especially overnight), order hiding (to prevent against market makers and stop loss hunting), and stop loss (that have been proven to execute reliably and quickly even crash and explosive volatility environments).

Absolutely NOT. If you are looking for guaranteed returns, this program is NOT for you! The Self Operating Brokerage does not guarantee profits or a specific monthly return. Results depend on market conditions, capital allocation, trade execution, fees, and system performance.

The dashboard focuses on net realized income from closed trades after closed losses and defined trading costs. Open positions, unrealized gains or losses, detailed trade history, and broader performance information are available on dedicated performance pages. The only way to truly know what it's like on the inside is by signing up and giving it a try. There's essentially a 30 day free trial since we have 30 day refund policy.

The current price is $4,997 for activation plus $97 per month. Special webinar, founding-member, beta, or promotional pricing may occasionally be offered for a limited time. We offer payment through Stripe and PayPal.

The monthly membership covers ongoing software access, brokerage connectivity, system hosting, monitoring, reporting, updates, data-related services, and customer support.

Available payment methods may include major credit and debit cards, digital wallets, bank transfer, PayPal, financing options, or wire transfer. The available methods can vary depending on the offer and checkout provider. A valid recurring payment method is still required for the monthly membership after the initial activation fee.

Self Operating Brokerage includes a 30 day money back guarantee on the activation fee unless different terms are clearly stated for a specific promotion. Customers must request cancellation within the guarantee period and follow the written refund instructions. Brokerage trading gains and losses are separate from the software activation fee.