Trading Circle

About the offering

Option Circle is reshaping how traders and investors engage with the markets. Our platform combines automation, intelligent agents, and modern design to make self-directed trading smarter and more disciplined. With AI-powered insights and customizable automation, users can trade with clarity, confidence, and consistency. Whether you're building passive income or scaling advanced strategies, Option Circle gives you the tools to stay disciplined and in control. REASONS TO INVEST Reasons Icon Market Tailwinds: $50B+ AI Trading Opportunity: Retail options trading is growing, up from 35% to 45% of market volume since 2019, and the AI trading market is forecasted to exceed $50B by 2033 (Source ). Option Circle believes it’s uniquely positioned to capitalize on this momentum, with live broker integrations (Tastytrade, Webull, TradeStation, Tradier) and user demand, placing it at the forefront of a category experiencing growth and rising institutional interest. Reasons Icon Traction-Backed, Community-Powered Growth Engine: Since late 2024, over 4,000 beta users have joined Option Circle, with 75%+ monthly active engagement and 200+ paying subscribers. The platform combines a no-code strategy builder, intelligent agents, and a licensing marketplace, where creators earn from licensed strategies, intended to fuel a self-reinforcing flywheel of platform growth and user-generated value. Reasons Icon Patent-Protected AI Trading Platform with Broker-Agnostic Execution: Option Circle has filed 21 patent applications across strategy automation, AI-powered agents, real-time risk management, and trade execution across multiple brokers and asset classes. Our AI-enhanced platform lets anyone run powerful, rules-based strategies without coding or manual monitoring. the pitch AI-Powered Strategies That Trade For You We’re aiming to redefine the way the world invests, through automation and AI. Option Circle helps investors design their own strategies, assign them to AI-powered strategies that trade for you, and run a fully automated portfolio, no coding experience required. Our platform puts intelligent automation at your fingertips with an intuitive builder, built-in risk tools, and a strategy marketplace where you can earn from your ideas. Backed by 21 patents pending and integrated with major brokers, we’re helping people invest smarter, faster, and hands-free. More than 4,000 users are already using the platform to automate their trading. With your support, we believe we’re ready to bring this next-generation platform to millions more. the problem & our solution Many traders and investors lose to their own psychology, panic selling, FOMO buying, and inconsistent execution. Tools available today are fragmented and reactive, offering alerts instead of action and complexity instead of clarity. Beginners don’t know where to start, intermediates plateau, and even experienced traders struggle to follow disciplined, long-term strategies. Meanwhile, retail investors now drive 45% of U.S. options trading volume, yet still lack access to the automation and infrastructure used by institutions (Source). Our Solution Option Circle replaces guesswork and emotional reaction with control and automation. Our AI-enhanced platform helps users automate trades, manage risks, and license high-performing strategies, supporting: Options Equities ETFs Indexes Crypto Equities & Bitcoin ETFs Futures (coming soon) Fully broker-agnostic, our platform is backed by 21 patents pending and offers the following features: No-code strategy builder for customizing logic AI-powered smart agents that monitor and execute trades automatically Unified dashboard to track performance and risk Marketplace to discover or monetize strategies AI-powered tips to optimize trades and prevent common mistakes We help traders and investors act consistently without guesswork or screen fatigue. the MARKET & OUR TRACTION Market Opportunity The world of options trading has skyrocketed over the last three decades: Over the past 25 years, the average daily options trading volume in the U.S. has seen an extraordinary increase. In 1999, daily volume was approximately 2 million contracts, whereas by 2025, it has surged to nearly 59 million contracts. This represents an impressive annual compounded growth rate of about 11.6%, highlighting the expanding adoption of options trading among investors. (Source 1, Source 2) Options trading has more than doubled since 2019, with U.S. equity options volume hitting 1.2 billion contracts in January 2025 alone—on pace for a sixth consecutive record year (Source). Retail traders now account for nearly half of US activity, up from just 35% in 2019 (Source). The options market is now bigger than the stock market by trading volume (Source). Meanwhile, the AI trading market is projected to exceed $50B by 2033, growing at a 10.7% CAGR (Source). Demand for tools that simplify and systemize is accelerating fast, and we designed Option Circle to sit at the intersection of these trends. By offering AI-powered automation to a retail audience that’s driving record volume and demand for smarter tools, we believe Option Circle is well-positioned to take advantage of this fast-growing market. Traction Since launching Beta in late 2024, Option Circle has made significant traction and is poised for continued growth: More than 4,000 users in beta Over 75% monthly active engagement 200+ paying subscribers 50+ strategies licensed in the marketplace Broker integrations with Tastytrade, Webull, TradeStation, and Tradier Additional brokerages, including Fidelity and Schwab, are planned next on the roadmap Main Competitors There are plenty of trading tools out there, but most either stop at alerts, require coding, or lock users into one broker. Platforms like Trade Ideas, Option Alpha, and Composer offer signals or basic strategy tools, but lack full-cycle automation, revenue-sharing models, or multi-asset flexibility. Broker-native tools like Tastytrade and Webull offer execution but little customization or portability. What Sets Us Apart We offer end-to-end automation: a no-code strategy builder, AI-powered trading agents, and a marketplace where users can monetize their ideas. Our platform is broker-agnostic, supports multiple asset classes (options, equities, ETFs, indexes), and is backed by 21 patents pending across automation, risk management, and strategy licensing. We give investors a level of flexibility and autonomy that, to our knowledge, no other platform matches. Achievements & Recognition 21 patents pending in automation, monetization, AI-assisted execution, and risk management Live integrations with 4 major brokers (Tastytrade, Webull, TradeStation, Tradier), with Fidelity and Schwab on the roadmap Live platform with growing revenue and marketing place activity 50+ strategies monetized in the licensing marketplace Guided by fintech and trading leaders, including Ed Tilly (former CEO of CBOE) and Colby Lamberson (CEO, Consolidated Trading) why invest Join Us On Our Journey You’re not just investing in a product—you’re backing a platform built by traders, for traders, at the forefront of a $50B+ AI trading market. The options market, which already is larger than the stock market by trading volume, is expected to continue to grow over the coming years. Additionally, the demand for automated retail trading across all asset classes is projected to continue to expand. Traders and investors are looking for platforms that help them act without emotion and execute with discipline. We believe Option Circle is well-positioned to take advantage of these trends. With 4,000+ users, a monetized strategy ecosystem, and 21 patents pending, Option Circle is designed to scale and built to lead. If you believe the future belongs to intelligent, automated investing, this is your opportunity to invest at an early stage. Option Circle is already delivering that experience. With your support, we believe we’re ready to scale it. Invest now and help build the future of intelligent, automated investing for everyone.

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