The Lab's Approved Resources
This is my personal “tech stack”—the specific tools and platforms I use to manage capital and execute the Lab’s rules-based strategies. Everything shared here is actively used in my daily workflow.
Disclosure: Some links on this page are affiliate links. If you choose to open an account or purchase through these links, I may receive a referral incentive at no additional cost to you. I only recommend tools I personally use and trust.
Interactive Brokers (IBKR)
Professional-Grade Broker for Options Traders
“I execute my trades on Interactive Brokers because it provides the institutional-grade stability required for a rules-based business. IBKR is exceptionally well-suited for systematic options strategies—from the ‘Core’ Wheel strategy to advanced spreads and LEAPS—offering the low commissions and margin efficiency I need to protect my returns. You can open an account for free to explore the professional-grade tools used by the Lab.“
TradingView
Advanced Charting & Market Analysis
“Technical analysis is the secondary filter I use to time my entries and exits. I’ve found TradingView to be the most intuitive and powerful charting platform available. I use it daily to monitor trends, price action, support levels and volatility across a variety of financial instruments before I ever commit capital to a trade. The basic plan is free to use, making it an essential starting point for any disciplined trader.“
Option Samurai
Surgical Options Screener for Income Traders
“Finding high-probability trades shouldn’t require hours of manual filtering. I use Option Samurai to identify setups that meet my specific criteria in seconds—whether I’m selling puts for income or looking for advanced hedging opportunities. Test the logic for yourself with a 14-day free trial.“
OptionStrat
Beautifully Visualize Risk & Reward of Options Strategies Before Placing a Trade
“I never enter a complex trade without first modeling it in OptionStrat. It allows me to visualize exactly how my Greeks and profit targets will shift over time. It is an essential tool for ‘stress-testing’ your positions so you always know your maximum risk. You can model your first trade today with a free 7-day trial.“
Need help setting up your tools? Inside The Core Lab, we provide specific tutorials on how to configure your tech stack and layout your dashboards to match our clinical trading protocols.