Institutional vol intelligence for your overlay sleeve.
Run covered calls, put-writes, and collars with the same rigor as a $50B fund — without hiring a vol PM.
Portfolio Volatility Analyzer
Know exactly how volatile your client portfolios actually are.
- Upload holdings with weights — aggregate realized vol in seconds
- 5+ years of stock-split-adjusted history across the Russell 3000
- Decompose vol contribution by holding
- Compare against SPX, model portfolios, peer benchmarks
Overlay Yield Optimization
Find the strike and tenor that maximize yield per unit of risk.
- Covered-call, put-write, and collar screeners across your sleeve
- Premium-to-vol ratio: are you actually getting paid for the risk?
- IV rank + percentile so you sell premium when it's rich
- Roll calendar with assignment-probability scoring
Client-Facing Automated Reports
Stop manually building Monday morning client briefs.
- Schedule any chart, any portfolio, any metric to deliver weekly
- Email-ready PDFs or live dashboards with your firm's branding
- “Send me SPY price, IV, and portfolio vol every Monday 9am.”
- Compliance-friendly with full audit trail
Complements Bloomberg & AlphaSense
Keep the tools you use for fundamentals, news, transcripts, and research. Add the options-market context they do not cover.
- Bloomberg gives you price, fundamentals, and the news tape
- AlphaSense surfaces management commentary and sell-side research
- Moontower adds skew, term structure, dealer gamma, and forward IV
- Moontower Agent turns options-market context into client-ready English
Our overlay sleeve used to be time consuming and error-prone. Moontower turned it into a process. We're writing better premium and the audit trail keeps compliance happy.
Built for the overlay business
Designed around buy-write, put-write, and collar workflows — not speculative day-trading.
Auditable and yours
Sentence-level citations on every AI output. Full audit log. No training on client data, ever.