Taking AgencyOptimize Your Covered Calls for
Better Income & ROI
Real-time tracking, AI insights, and smart signals — built specifically for covered call traders.
Premiums, swing trades & cost recovery
Buy targets & accumulation goals
No credit card required · Built by Threk Holdings LLC
Everything you need to manage covered calls
Centralize call performance, ROI tracking, and strategic watchlists for optimized decision-making.
Covered Call Scorecard
Evaluate strikes, Greeks, and premium in real time with automated scoring.
ROI Tracking
Track adjusted cost basis, premiums, and total recovery across every position.
Watchlist & Signals
Buy scores, growth metrics, and Heikin-Ashi trends on the tickers you follow.
AI Consultant
Ask questions about your portfolio and get data-driven performance analysis.
A complete covered call and options income dashboard
Taking Agency is a free financial education and portfolio tracking tool built for retail investors. Use the automated covered call scorecard to evaluate strikes, Greeks, delta, IV, and premium in real time, then track adjusted cost basis, premiums collected, and total cost recovery across every position. Manage a strategic investment watchlist with buy scores, revenue and EPS growth metrics, and Heikin-Ashi trend signals — then ask the AI consultant data-driven questions about your portfolio.
Start managing your portfolio today
Join Taking Agency and take control of your covered-call strategy, ROI, and watchlists.
Get Started Free