• Comprehensive financial planning
  • Advanced Strategies

The Challenge: To validate a unique stock option investment strategy that maintains high returns while reducing risk.

Our Task: Analyze over 1,300 spreadsheets, containing 18 million records of stock-option data that spanned 16 years using a variety of complex parameters including:

  • Trading Dates
  • Expiration Dates
  • Strike Prices
  • Daily Closing Prices
  • ATM (At The Money) & OTM (Out of The Money) Options

The Result: Boiled down 18 million records into 3 data sets of about 20,000 records each so our client could verify their theory and create better portfolios for their clients.