Thetagang's first rule and Ben Graham's first principle are the same one: only sell puts on companies you'd be happy to own. GradientView is the only tool that joins a real value screen to the options desks — quality businesses, screened the Graham way, whose options currently pay rich premium.
| Ticker | F-score | Z-score | IV rank | CSP yield |
|---|---|---|---|---|
| XYZ | 8 | 3.4 | 62 | 18% ann. |
| ABC | 7 | 4.1 | 57 | 21% ann. |
| DEF | 8 | 5.2 | 54 | 16% ann. |
| GHI | 7 | 3.8 | 71 | 27% ann. |
Graham's ethos was intellectual honesty about what you can and can't know — so every metric here is evidence-graded, exactly like the options desks. Value investors are precisely the audience that respects being told which tools are frameworks and which are validated.
Graham's seven criteria for the defensive investor — earnings stability, dividend record, moderate P/E and P/B — as a pass/fail scorecard. A discipline, not a backtested edge.
Price against a conservative intrinsic-value estimate (Graham formula or a simple DCF) — with every assumption visible and editable. No black-box "fair value."
A nine-point test of fundamental strength — profitability, leverage, efficiency. High scores have outperformed, with some post-publication decay. Piotroski (2000).
Gross profits to assets — one of the most robust quality factors, and a strong complement to cheapness. Novy-Marx (2013).
Distress and bankruptcy risk from five ratios — still standard in credit analysis decades on. Flags the balance sheets to avoid. Altman (1968).
An earnings-manipulation detector — famously would have flagged Enron before it fell. The honesty check on the numbers themselves. Beneish (1999).
Graham's deep-value screen: price below net current asset value. Historically powerful, but almost no large-caps qualify today — shown with that caveat.
Greenblatt's earnings-yield-plus-quality rank and Sloan's accruals signal — real in-sample, mixed-to-decayed since. Context, not a mechanical buy list. Sloan (1996).
The value wing isn't a separate app — it feeds the portfolio spine and the sandbox directly.
Your whole book's weighted P/E, P/B, FCF yield, aggregate quality score, and look-through leverage — the fundamental character of what you actually own.
Holdings with a Z-score under 1.8 or a red M-score get flagged right beside their VaR contribution in the risk lab — distress risk sitting next to market risk.
"MSFT's F-score dropped two points since you bought." "This holding's debt spiked this quarter." The thesis-breaking change, caught early.
Find a wheel-worthy name, simulate the cash-secured put in the mixed sandbox, execute on your broker, and the wheel tracker picks up the cycle. One continuous workflow.
The cross-screener is the feature no one else has — because no one else built the value wing and the options desks into the same product. That intersection is where a Graham investor and a premium seller turn out to be the same person.