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Pricing

One Plan. Full Overlay.

AcuBooth runs automated covered calls across your entire eligible portfolio at $100/month. Accounts above $250k AUM transition to the SMA program after 3 months.

Choose Your Plan
Full Overlay · All Plans
$100 / month
AcuBooth
Full portfolio overlay across all eligible positions.
  • ✓Full covered call execution on all eligible positions
  • ✓Continuous execution (no daily cap)
  • ✓Dashboard & execution log
  • ✓Standard or Tax-Alpha program
  • ✓Schwab integration
  • ✓SMA transition pathway (above $250k AUM)
Get Started →
After 3 months, your path depends on your AUM
Under $250,000 AUM
Continue at $100/month
Stay on flat-rate pricing. Your overlay keeps running, nothing changes.
Flat Rate
Above $250,000 AUM
SMA Program
Transition to AUM-based pricing with the full fiduciary SMA wrapper.
AUM-Based
VariantRate
Standard85 bps/year
Tax-Alpha105 bps/year

$1,800/year base software fee applies in addition to SMA wrapper fee.

Programs
Pick the Program That Fits Your Goals

Both programs are included at $100/month. You choose how the overlay is configured for your account.

Most Popular
Standard (Growth)
Retirement & Non-Taxable Accounts
Maximize premium income

Best for retirement and non-taxable accounts. Maximizes premium income. If positions are called away, that’s fine — you keep the premium.

  • ✓Targets highest available premium at each cycle
  • ✓Accepts assignment — you may sell shares at the strike
  • ✓Best for: equity holders focused on income generation
  • ✓Ideal when you're comfortable selling positions at a gain
Tax-Conscious
Tax-Alpha
Taxable Accounts
Preserve your positions, optimize taxes

Best for taxable accounts. Preserve Equities mode avoids assignment while generating short-term losses that can offset gains on your 1099-B.

  • ✓Preserve Equities mode — minimizes assignment risk
  • ✓Structured for short-term loss generation on taxable accounts
  • ✓Best for: long-term equity holders who want to keep their shares
  • ✓Ideal for concentrated positions you don't want to sell

You select your program during account setup. You can discuss changing it with the AcuBooth team at any time.

Getting Started
Your First 3 Months
1
Sign Up
Create your account, choose your program, connect your Schwab account. Takes under 10 minutes.
2
See It Run
Watch AcuBooth execute your covered call strategy automatically. Track premium income in your dashboard.
3
Your Path Becomes Clear
After 3 months, accounts above $250k transition to our SMA program with AUM-based pricing. Under $250k? Keep going at $100/month — nothing changes.
Before You Sign Up
Is your account eligible?
Required
100 shares minimum per position
Covered calls are written in 100-share contracts. Each position needs at least 100 shares to participate. Smaller positions are excluded automatically.
Required
Schwab brokerage account
AcuBooth currently operates on Schwab retail accounts via the Schwab API. Institutional SMA through Schwab is expected late 2026.
Recommended
Option-active equities or ETFs
Higher implied volatility means more premium. Penny stocks or illiquid positions may generate little or no covered call yield.
Not sure if your positions qualify?
Send us your holdings. We will identify which positions have the option activity and yield to make the overlay worthwhile, before you sign up.
Request free analysis
What's Included
Everything You Need, Out of the Box
Automated Execution
Continuous covered call writing and rolling — no manual input required.
Execution Log
Every trade logged with the exact rule that triggered it — full auditability.
Premium Income Tracking
Monthly and annual premium collection tracked by position.
Performance Reports
Overlay contribution vs. base equity return with benchmark comparison.
Strategy Settings
Configure Preserve Equities, target delta, expiry preference, and more.
Schwab Integration
Direct connection to your Charles Schwab brokerage or institutional account.
FAQ
Common Questions

AcuBooth is not registered as an investment advisor with the SEC or any state securities regulator. All fee terms are disclosed in full in the overlay agreement before enrollment. Past performance is not indicative of future results.

Ready to get started?

Get started with AcuBooth at $100/month — full covered call overlay across your entire portfolio.

Get Started →