How Tollbooth handles real scenarios — from concentrated single-stock positions to full-firm ETF overlays. All examples based on live account data.
Client holds 500 shares of NVIDIA with a $15 cost basis. Primary advisor wants income without triggering capital gains or risking assignment.
Tollbooth generated 22% annualized income over 14 months using Preserve Equities mode. Zero assignment events. All calls expired OTM or were rolled for net credit.
RIA with 40 client accounts holding SPY, QQQ, and sector ETFs. Wants to add income across the board without changing allocations.
Tollbooth selectively wrote calls when IV was elevated above 21-day average. Generated 8% annualized in a moderate-volatility year — outperforming QYLD by 6.2 percentage points.
Client held TSLA calls going into a volatile earnings period. IV crush risk and potential assignment both elevated.
Tollbooth's earnings protection triggered 14 days pre-announcement. Post-earnings IV crush reduced delta from 18 to 9. Position held through expiration worthless — full premium retained.
A $400M RIA firm with 230 client accounts wanted to offer covered call income across their book without hiring an options specialist.
Full onboarding completed in 3 weeks. Sub-advisory agreement signed, all accounts connected via OAuth in a single weekend. Tollbooth was managing live positions by Monday open.
We'll walk you through scenarios specific to your client book, typical portfolio composition, and what kind of income generation is realistic.
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