Resources · Guides
Guides
Choose a panel — platform and xFinance workspace, xChat prompts, wheel income foundations tied to xOptions, then deeper playbooks. Everything here is educational; it is not individualized advice.
Platform overview
How aTx Trusted Advisory fits your book — dashboards, decision workflow, and the xFinance workspace alongside reporting and governance.
- Onboarding checklistHNWI order of operations through validation: portfolio, watchlist, risk, broker parity, xChat/xOptions, StrategyJob test.
- About aTx Trusted AdvisoryHNW positioning, dashboard benefits, and what the platform covers.
- Decision workflowDiscover → manage and refine — how to run decisions on the platform.
- Secret saucePersonas, collections, governance, and how the advisory stack fits together.
- Getting started with optionsOnboarding, daily use, strategy patterns, and risk disclosures.
xChat
Prompt playbooks and conservative-to-aggressive templates you can paste into xChat — review before Send; educational only.
Wheel and income foundations
Wheel mechanics and when range structures fit — grounding before you lean on xOptions chains or desk sizing.
Playbooks and deep dives
Longer reads: CSPs, covered calls, LEAP overlays, multi-book posture, risk tiers, Grok wheel angles, and xChat → broker handoff.
- 2026 options income playbookIncome themes and playbook framing for the year ahead.
- Grok wheel edgeHow xAI evaluates wheel-style setups vs. typical human blind spots.
- CSP mastery (HNWI)Cash-secured puts as the conservative foundation for income books.
- Covered calls 2026Balanced premium on stock you already own — without forced exits.
- LEAP playbookLong-dated leverage plus short-cycle income overlays.
- Multi-portfolio HNWIMultiple books, scoped workspace, and tenant-grade data posture.
- Risk frameworksConservative, balanced, and aggressive tiers with xAI guardrails.
- xChat → IBKRFrom prompts to structured workflows, snapshots, and audit trails.
Not financial advice. Articles describe product workflows and general options education only.