Self Operating Brokerage

Austin Bouley

The fully automated income systems explained

Income Systems

What Futures Paycheck trades, its two modes, and when it runs.

How Futures Paycheck works

DTE, delta, take profit, stop loss, and the hedging bot — with defaults.

Futures Paycheck settings explained

How market direction is measured, the six zones, and why entries sometimes halt.

The trend indicator and market zones

How contract counts are calculated and spread across the week.

Entry schedule and position sizing

What the hedge buys, when it enters, and what it does and doesn't protect.

The hedging bot

Turns your cash into 2-4% per month income

Futures Paycheck System

The full wheel cycle, why assignment is normal, and what the system won't do.

How the wheel strategy works

Symbols, DTE, delta, allocation, and the covered call strike rule — with defaults.

Wheel Paycheck settings explained

Friday entries, weekday assignment checks, and why nothing happened.

When Wheel Paycheck trades

What happens when you're assigned, how covered calls work, and the cost basis floor.

Assignment and covered calls

Turns your favorite assets into monthly income

Wheel Paycheck System

What Cash Reserve buys, when it runs, and when it actually trades.

How Cash Reserve works

System enabled, cash percentage, and the international dividend tax setting.

Cash Reserve settings explained

The 10% drift rule, adopting existing SGOV, and handling manual trades.

How Cash Reserve rebalances

Turn your idle cash into monthly risk free dividends

Cash Reserve System

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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