Options Strategy Lab

Bridging complex finance with intuitive design, the platform features a wizard-oriented workflow that guides beginners step-by-step through the intricacies of multi-leg options. The core engine integrates seasonal trends, real-time weather, and news data to provide robust, data-driven decision support. Powering this ecosystem is an innovative AI agent governed by a strict, non-negotiable rule: it cannot execute any trade it cannot logically justify. High-latency streamed analysis from the Anthropic API is processed seamlessly via optimized Netlify Edge Functions, preventing typical gateway timeouts and ensuring real-time responsiveness. The technical architecture integrates with the Alpaca API using a custom Model Context Protocol (MCP) configuration. This setup leverages a tailored subset of toolsets—including trading, stock-data, and options-data—to fetch live feeds and manage simulated orders. System integrity is enforced by a 4-factor confluence signal engine alongside a strict risk gate designed to automatically block arbitrage attempts and price anomalies. Built with 99.9% JavaScript using Vite and deployed automatically on Netlify with every push to the main branch, the application includes a comprehensive test suite validating signal fusion, risk gate behavior, theme contrast, and wizard views. For frictionless education, the platform implements a secure, password-gated public demo mode verified directly at the CDN edge, keeping user tokens hidden from the client browser. A cookie maintains the session in demo mode for a day so the token only has to be given once. The demo preloads three didactic positions from live price feeds, allowing users to fully navigate the wizard visuals and analyze complex options risk profiles in a read-only environment. In this state, all broker-level order buttons are disabled with warning tooltips, and visitor actions are isolated from the shared API state blob, providing a safe, zero-risk educational sandbox.