About Taking Agency
Operated by Threk Holdings LLC
Taking Agency is a free public dashboard built to centralize call performance, ROI tracking, and strategic watchlists for covered-call investors. It brings together the tools a disciplined income investor needs into a single, integrated workspace: a Scorecard that evaluates covered-call opportunities using live Greeks, delta, implied volatility, and premium analysis; an Active Calls tracker that monitors open positions and unrealized P/L; and an ROI Tracker that reconciles premiums, swing trades, and adjusted cost bases.
Beyond call management, Taking Agency includes Longhold and ETF DRIP portfolios for dividend reinvestment visibility, a Watchlist with automated buy scores, growth scoring, and Heikin-Ashi trend signals, and a Projections engine for recovery and compounding forecasts. An AI consultant is also available to help analyze performance and surface actionable insights.
Taking Agency is designed for individual retail investors who sell covered calls to generate income on shares they already own — from those just learning the strategy to experienced traders managing multi-ticker portfolios. It is provided free of use, reflecting a belief that professional-grade analytics should be accessible to everyone, not just institutions.
Taking Agency is built and operated by Threk Holdings LLC, a private investment and technology company focused on practical tools that help individual investors make smarter, data-driven decisions. Our mission is to bring clarity and confidence to your investment workflow through transparent, accessible technology.