Problem
Too many securities to monitor
JW solution
JW Rank + Opportunity Screening
Turn a broad coverage list into a focused set of candidates for deeper investment review.
Research & decision intelligence
Decide what deserves attention.
Understand why.
Jason Wheel is an AI-assisted research decision-support platform that helps investment teams turn market data into research priorities, risk awareness and informed decisions.
Connect real-time market monitoring, quantitative signals, options intelligence and AI-assisted interpretation. Focus your team on what to investigate next, what supports the view and what could change it.
U.S. stocks · ETFs · Equity options
For RIAs, family offices, asset managers and financial platforms.
Key benefits
Why institutions use Jason Wheel.
Focus research effort where it matters. JW connects the shortlist, the supporting evidence and the risks your team needs to follow, so each review starts with a clearer investment question.
Reduce research workload
Bring market observations, quantitative analysis and readable reports together, so your team spends less time assembling inputs.
Narrow investment candidates faster
Use JW Rank and strategy conditions to build a focused shortlist for deeper investment review.
Monitor portfolio risks systematically
Review supported holdings, concentration and volatility observations alongside symbol risk events.
Connect intelligence in one workflow
Combine market climate, quantitative indicators and options intelligence when evaluating an investment view.
Extend research capacity
Support investment decisions without expanding research headcount. Use automated monitoring and recurring research to support the team you have.
See the research behind the workflow.
Explore published security reports and technical snapshots. Review the evidence, interpretation and dates for a company you know.
Ideal for
- Boutique Asset Managers
- Wealth Management Firms
- Family Offices
- Options Strategy Teams
- WealthTech Platforms
The problems we solve
What problems does JW solve?
Connect the pressure on your investment team to a concrete research capability.
Problem
Research teams are small
JW solution
Research, Commentary and Risk Events
Bring recurring research, readable interpretation and changing risk observations into the work of a focused team.
Problem
Important changes are missed
JW solution
Risk Events and Alerts
Follow supported risk conditions between reviews, with event history and configurable webhook or email notifications.
Problem
Market context is fragmented
JW solution
Market Climate Intelligence
Connect macro indicators, volatility, market regimes and sentiment to the security or strategy under review.
One connected research workflow
From market data
to investment decisions.
JW turns market inputs into research your team can use. Start with the workflow; connect the services you need.
- 01 / OBSERVE
Data Layer
Monitor the market in real time.
- Market Data
- Options Data
- 02 / INTERPRET
Intelligence Layer
Turn observations into a research view.
- Market Climate
- JW Rank
- Strategy Signals
- Risk Events
- Research & Commentary
- 03 / APPLY
Workflow Layer
Bring intelligence into your team's daily work.
- Portfolio Intelligence
- Research Lists & Briefs
- Reports & PDFs
- Institutional Research Workflows
Real-time market monitoring supports the research process. Signals, AI interpretation and published reports follow their own update schedules.
Connect these outputs to your existing workflowJW AI Agents
Turn market evidence into an investment discussion.
AI helps your team interpret technical indicators, market sentiment and options research in clear language. Three specialized workflows combine automated data processing, rule-based analytics and AI-assisted interpretation.
Research Agent
Brings company, technical and options evidence into dated research reports, with AI-assisted interpretation to help your team frame the next research question.
For your team: a structured starting point for investment review.Strategy Agent
Combines rule-based screening of supported options structures with AI-assisted context on conditions, risks and trade-offs. Defined rules qualify signals; AI helps explain the setup.
For your team: context behind a strategy candidate.Commentary Agent
Turns market and symbol-level observations, including available news and sentiment analysis, into readable commentary on context, risks and uncertainty.
For your team: clearer material for research and client discussions.JW Rank and signal qualification use defined calculations. AI adds interpretation; your team makes the investment decision. Real-time monitoring and AI publication follow separate schedules.
Use cases
Put JW to work in your investment process.
Start with the task your team needs to complete. These example workflows show where JW can contribute.
Boutique Asset Manager
Cover more stocks with the same research team.
Before an investment meeting, screen your coverage with JW Rank, compare technical observations and open reports on the names that deserve deeper review.
What your team takes forwardA focused shortlist with supporting research.
Discuss this workflowOptions Income Manager
Find covered-call candidates across your coverage.
Review eligible stocks across your holdings and research list. Compare conservative and high-turnover Covered Call candidates, then examine contract conditions and risks.
What your team takes forwardA consistent starting point for an options-income review.
Discuss this workflowWealth Management Firm / RIA
Prepare a clearer investment conversation.
Bring market climate, security research and portfolio observations into a client or investment-committee review. Use dated reports to explain the evidence behind your view.
What your team takes forwardResearch inputs for a clear, informed discussion.
Discuss this workflowFamily Office
Keep opportunities and risks in view across accounts.
Bring supported holdings together, review concentration and volatility, and follow risk events between meetings. Use market briefs to focus the next portfolio review.
What your team takes forwardA shared research view across supported accounts.
Discuss this workflowWealth Platform / WealthTech
Embed market intelligence in your client experience.
Connect research, market observations and strategy candidates to your existing application. Agree the client-facing use and distribution scope with JW.
What your team takes forwardResearch touchpoints inside the experience you already provide.
Discuss this workflowServices for your institution
See what JW provides for your team.
Choose your institution type to see the research, monitoring and delivery services you can use.
RIA & investment advisers
Your next client conversation starts with a clear investment view.
You need to explain what your team is watching, why an idea deserves attention and what might challenge it.
Discuss your investment reviewsJW services for your team
- Security research & reports
- Stock and ETF research, technical snapshots, AI-assisted commentary and PDF outputs for investment reviews.
- Market monitoring & briefs
- Real-time market-data monitoring, macro and volatility context, plus premarket, preclose and postclose briefs.
- Options strategy research
- Covered Call, put-spread, Sniper and Synthetic candidates for teams using supported options strategies.
- Portfolio intelligence
- Supported holdings, portfolio summaries and basic concentration and volatility observations.
- Risk alerts
- Symbol risk events and alert history, with webhook and email delivery for supported risk notifications.
Family offices & asset managers
Give a focused team a wider research view.
Your coverage includes existing holdings and new ideas. You need a systematic starting point for deciding where deeper work is worth the effort.
Discuss your research coverageJW services for your team
- Research coverage & screening
- Track a defined set of stocks and ETFs using JW Rank, technical observations and opportunity screening.
- Research reports & commentary
- Integrated security research, options intelligence, published editions and PDF exports.
- Options strategy candidates
- Covered Call, put-spread, Sniper and Synthetic observations with available conditions and validity information.
- Multi-account portfolio research
- IBKR Flex synchronization, supported holdings aggregation, portfolio summaries and basic risk observations.
- Market & risk monitoring
- Real-time market-data monitoring, market-climate analysis, briefs and supported risk notifications.
Brokers & trading platforms
Give clients a reason to engage between trades.
Investors have questions before they place an order. Research, strategy context and risk observations can create useful touchpoints along that journey.
Explore a distribution partnershipJW services for your team
- Research content
- Structured security research, commentary and published reports for an agreed distribution or integration arrangement.
- Strategy discovery
- Supported options strategy candidates and their available research context.
- Market information
- Quotes, option-chain queries, market-climate observations and market briefs through institutional APIs.
- Risk-information delivery
- Symbol risk observations, event feeds and signed webhooks for supported events.
- Partnership options
- Referral partnerships, research distribution and API integration matched to your client experience.
Client-facing use and distribution rights are agreed as part of the partnership.
WealthTech & research platforms
Add research depth to the product you already have.
Building scheduled analytics, strategy observations and report generation takes engineering effort. Evaluate JW outputs as inputs to your own applications.
Discuss your integrationJW services for your team
- Market & options data APIs
- Quotes, limited history, fundamentals, option chains, contract quotes and expiration discovery.
- Research & quant APIs
- JW Rank, technical observations, integrated research, AI-assisted commentary and report outputs.
- Strategy & risk APIs
- Supported options signals, risk-event feeds and webhook delivery.
- Portfolio & brief APIs
- Supported holdings, portfolio summaries, basic risk observations and scheduled market briefs.
- Institutional access controls
- Institution-specific keys, scopes, usage reporting, credit allowances and delivery records.
What your team receives
Research you can examine.
Signals you can question.
Start with the outputs. See how they fit the way your team evaluates securities and options strategies.
Arrive at the discussion with the evidence assembled.
Review available market observations, technical indicators, quantitative scores and options research in structured outputs and readable reports.
- Dated research reports and technical snapshots
- JW Rank and available factor observations
- Options intelligence and AI-assisted interpretation
- Published editions and supported PDF exports
Public editions illustrate the research format. They are dated publications, not live quotes or a preview of every institutional entitlement.
02 / The strategy candidate
Know what qualified for a closer look.
Examine the conditions behind a candidate, its supporting observations and its validity information before taking it into your own investment process.
- Covered Call
- Conservative and high-turnover research modes.
- Options strategies
- Put-spread and other supported options structures.
- Sniper
- Directional observations with technical confirmation.
- Synthetic
- Synthetic and risk-reversal structure observations.
A completed analysis may find no qualifying signal. Signals support research; JW does not place trades or promise returns.
03 / Real-time market monitoring
Follow the market while your team works.
JW monitors real-time market data for supported instruments during trading sessions, feeding market observations and rule-based analysis. Bring supported risk events to your team through the API, webhooks and risk emails.
See the monitoring workflowMarket data & monitoring
Follow prices and market conditions as supported feeds update.
Rules & signals
Evaluate strategy and risk conditions on their monitoring cycles.
AI & research reports
Add interpretation and published editions on their own schedules.
Market monitoring and AI publication run on separate schedules. Feed availability, processing and delivery intervals vary by instrument and service.
Evidence and interpretation
Keep the method visible.
JW Rank and supported signal conditions use defined calculations. AI contributes commentary and context. Review source times, coverage, assumptions and missing inputs when assessing an output.
Put the research in front of your team
Start with a security
you already understand.
Search the public research library for a familiar ticker. Inspect the observations, dates and commentary, then decide which questions to bring to a demonstration.
Or browse all published editionsPublic coverage varies. A search may return no published report. Editions are dated research, not live trade recommendations.
Three things to inspect
- The evidence
Which observations support the analysis?
- The interpretation
Does the explanation help your team frame better questions?
- The limits
What are the source times, missing inputs and risks?
Flexible engagement options
Choose how to work with JW.
Four independent ways to work together. Choose any option directly based on your institution's needs.
Pilot
Evaluate JW against a specific research task, coverage list or portfolio-review process.
- Agree a focused scope and evaluation period
- Define the outputs and success criteria together
- Review the fit with your investment process
Evaluation Access
Inspect supported API outputs and research formats for your institution's needs.
- Approved trial accounts receive 100 one-time credits
- Evaluate available coverage and output formats
- Verification and approval requirements apply
Institutional Licensing
Arrange ongoing access to the research, signals and intelligence services your institution needs.
- Agree service coverage and usage allowances
- Define permitted use and any distribution rights
- Set commercial terms around the agreed scope
Enterprise Integrations
Plan how JW outputs can fit your existing applications, research workflows or client experience.
- Map API services and supported event delivery
- Review technical and client-facing requirements
- Agree implementation scope and responsibilities
Pricing, pilot terms and integration arrangements are agreed based on coverage, usage and intended use. Broker referral and distribution partnerships can also be discussed.
Connect research to the way your team works.
Bring JW research into your existing institutional workflow through API access and structured research outputs.
Use portfolio intelligence, reports, research lists and briefs to support ongoing investment reviews.
Discuss your research workflowFor integration teams
Bring JW intelligence into your workflow.
Use institutional APIs to connect the research and monitoring outputs your team needs to its existing tools.
Market inputs
- Market Data
- Options Data
Research & intelligence
- Market Climate
- Quant Features & JW Rank
- Strategy Signals
- Risk Events
- Research & Commentary
Team workflows
- Reports
- Portfolio Intelligence
- Research Lists & Briefs
Institution-specific access, usage controls and supported webhook delivery. Research focuses on U.S. stocks, ETFs and equity options; selected basic data queries cover other markets.
Discuss integration requirementsWorking with JW
Access, use and partnerships.
How does JW fit alongside our existing data and research?
JW provides an additional research input: quantitative observations, strategy candidates, market context and readable reports. Your team can evaluate these alongside its existing sources and investment process.
Can we show JW content to our clients?
Discuss the intended audience, presentation and distribution with us. Client-facing integration or redistribution requires agreement on permitted use and applicable data rights; internal API access alone does not establish redistribution rights.
Can we explore a broker partnership without a platform purchase?
Yes. We can discuss referral partnerships, research distribution and integrations based on your client experience and business model.
How is institutional access priced?
Contact us to discuss coverage, usage and intended use. Institutional access is separate from the website's individual Free, Plus and Pro plans. Trial credits are one-time evaluation credits and do not renew monthly.
Make the next conversation concrete
Bring your coverage list.
Bring a research question.
Tell us where your team spends time: screening ideas, understanding options setups or following changing risks. We can use that workflow to frame a focused demonstration and review available coverage.
Jason Wheel is developed and operated by Jason Wheel Research LLC. Research and signals are generalized information, not personalized investment advice or trade instructions. Data and AI commentary may be delayed, incomplete or incorrect. Options involve risk.