Editorial Policy
Last reviewed 2026-06-11. We publish this policy because finance is a YMYL category — your money is on the line when you act on what we write, and you deserve to know how we do our work.
1. Independence
Editorial content is independent of business relationships. Affiliate links to brokers exist in clearly demarcated locations (footer "Brokers" column and a few specific guides). No broker, exchange, asset manager, or data provider pays for editorial coverage, ranking position, or favorable language. If we ever accept paid placement in content, it will be labeled "Sponsored" at the top of the affected section.
2. Sourcing
Market data: Polygon.io for option chains, quotes, dividends; Stooq for day-over-day change deltas. Regulatory references: OCC, SEC, FINRA, IRS. Academic references: original Black-Scholes-Merton papers (1973). Every formula on the site is documented in the methodology page.
3. Fact-checking
Every published article is checked against:
- The methodology page for math correctness.
- Current IRS rules for tax statements (currently per 2026 federal code).
- Current FINRA / OCC rules for assignment and exercise statements.
- Live screener output for any specific yield or ticker example.
4. Disclosure of conflicts
The lead analyst (Akash Dedhia) personally trades options-income strategies, including positions in some tickers covered on this site. We do not disclose specific personal positions because (a) we never recommend specific trades, and (b) the site's editorial value comes from the methodology — not from "the analyst is long XYZ."
If we ever publish a research piece focused on a single name we hold a material position in (5%+ of personal account), we will disclose it at the top of that piece.
5. Corrections
Material errors are corrected the same business day. Cosmetic corrections (typos, broken links) are batched and corrected weekly. All material corrections to methodology, math, or compliance language are listed in the methodology changelog with the date and the substantive change.
To submit a correction or critique: [email protected].
6. Review schedule
- Pillar guides (8 guides under /learn/) — reviewed quarterly.
- Supporting articles (30+ articles) — reviewed annually unless market events trigger early review.
- Sector and ticker pages — regenerated dynamically; underlying templates reviewed quarterly.
- Tax content — reviewed January of each year against the current IRS code.
- Methodology page — reviewed any time a calculation changes.
7. AI use disclosure
The Options Income AI feature uses Anthropic's Claude API to generate explanations of screener output. The explanations are educational descriptions of the strategy — not specific trade recommendations. The underlying screener math is deterministic and documented in the methodology page; the AI layer only generates prose explanations of what the math produced.
Outside of the explicit AI feature, all content on the site is human-written and human-reviewed.
8. User privacy
We do not collect user identity, trading history, or account information. The Portfolio Wheel Manager and Watchlist features store data in browser localStorage only — nothing is sent to our servers. Optional cloud-sync (where offered) uses email as a key only and does not retain financial data on our infrastructure. See our privacy policy.
9. What we will not publish
- Specific trade recommendations ("buy AAPL July 18 $180 calls").
- Performance claims unsupported by the methodology.
- Affiliate content disguised as editorial.
- Pumping low-liquidity names where premium-selling would be predatory.
- Tax claims that vary by jurisdiction without explicitly stating the assumed jurisdiction (US federal).
Page last reviewed: 2026-06-11 · Maintained by: OptionIncomeTools editorial team · See also: About · Methodology · Disclaimer