CVEST.ai
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Premium software. Plain terms.

Clarity comes standard.
Choose your momentum.

Professional execution tools. A portfolio you can see clearly. A record you can learn from.

Explore

$99USD / month

Know your portfolio. For investors who want a clear view before putting more capital to work.

  • One sourced portfolio

    Balances, positions, cash and orders, attributed to their venue and account.

  • Know your connection coverage

    Read coverage across OKX, a local IBKR gateway and read-only Deribit where your deployment configures them. TradingView CSV import is yours to run.

  • Practice with paper trading

    Follow simulated entries and exits without placing real orders.

  • See the loop in fast replay

    Run synthetic, accelerated cycles to understand the process. Not a historical backtest.

  • Understand every structure

    Inspect payoff charts, premium, protective legs and delta inputs before execution.

  • Know how fresh your view is

    Observation times and source warnings distinguish current data from incomplete coverage.

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For a plan in motion

Execute

$299USD / month

Put your plan in motion. For hands-on investors ready to run a repeatable options routine.

  • Everything in Explore

    Portfolio visibility, simulations and inspectable strategy mechanics.

  • Protected OKX execution

    Defined-risk ETH spreads, iron condors and iron butterflies through one connected execution account. Execution is off unless your deployment enables it, and it stays paused after every restart.

  • A continuous options routine

    Scan candidates, buy protection, monitor fills and evaluate the next cycle.

  • Exit rules you choose

    Profit capture and position-loss fractions, with opt-in delta and trailing rules that are off by default. The pre-expiry exit is fixed at 60 minutes. Fills are not guaranteed.

  • Control new commitments

    Set capital and strategy limits. Pause new entries while open-position management continues.

  • Follow the order lifecycle

    Keep fills, fees, exit reasons and partial or pending orders in a connected trade journal.

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Portfolio

$799USD / month

Go deeper into every decision. For investors who want execution, broker tickets and a research-grade record.

  • Everything in Execute

    The protected options loop, configurable exits and execution journal.

  • Full-chain decision context

    Preserve observed quotes, Greeks, option-chain snapshots and entry settings for new decisions.

  • Versioned source history

    Retain portfolio observations and import versions instead of overwriting the past.

  • Compare execution destinations

    Inspect matched OKX and Deribit option quotes and fees. Comparison, not automatic cross-venue routing.

  • Local IBKR trade tickets

    Cash-funded USD stocks, ETFs and long options. Separately enabled, manually managed; no hosted IBKR access yet.

  • Research-ready data exports

    Download timestamped JSONL records and later outcomes for your own analysis. Missing historical context stays explicit.

  • A reproducible decision trail

    Connect strategy and settings versions with order, fill and exit records—not a promise of AI-driven returns.

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No payment today. Access is confirmed by invitation, not reserved by applying.

Built into the experience

More control. More context.

Your assets stay at the venue.

CVEST is software, not custody. Your broker or exchange holds your capital.

The reasoning stays visible.

Inspect the inputs, rules and trade-offs behind an execution decision.

One view. Clear boundaries.

Keep sources and native currencies visible. Portfolio value is not transferable buying power.

Pay for capable software. Not promises.

Your capital stays yours.
So does the final say.

You pay for the software, not a share of your profits. Trading fees, market-data subscriptions and other broker costs are separate.

Start with paper trading. Understand the process before committing capital.

Find your fit
An investor in her sixties working at a laptop on a broad white table in a calm, empty room.
Independent investorsA thoughtful process. On your terms.
Before you choose

Know what comes with your plan.

What happens when I sign up?
You apply for private-beta access; you do not activate a subscription. These are invitation-stage plans. Your invitation confirms available features, connections and terms before any paid activation. No payment or API keys are collected here.
Which connections and execution tools are available?
OKX supports account monitoring and the defined-risk ETH options loop. IBKR monitoring and cash-funded USD tickets currently require a local gateway with interactive login; IBKR positions are manually managed. Deribit supports read-only monitoring and option comparisons, not order submission. TradingView uses full-history CSV imports, not a live account API. Account permissions, market-data subscriptions and venue availability still apply.
Does a higher plan mean higher investment returns?
No. Higher plans add execution tools and decision context, not a return target. Exit rules attempt to close positions; liquidity and fills are not guaranteed. Paper trading simulates fills, and fast replay uses synthetic prices, not a verified historical backtest.