AdviceWorks® vs TradeCompass

Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. Unlock a suite of essential features: • Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance • Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets • Effortlessly manage financial documents, including account statements, confirms, and advisory reports • Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos • Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID • Foster easy communication with your financial professional through accessible contact details and document sharing capabilities Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

TradeCompass is built for one thing: running the Wheel — cash-secured puts and covered calls — and knowing whether you actually ran it well. No brokerage connection required. Import any broker's transaction CSV or log trades by hand, and everything below works. WHAT A SPREADSHEET CANNOT TELL YOU RETURN ON COLLATERAL Your P&L per trade is not your return. $300 on $5,000 held 17 days and $300 on $45,000 held 60 days are not the same trade, and premium alone ranks them wrongly. TradeCompass computes annualized return on collateral for every closed position, surfaces your best and your worst, and gives one capital-weighted figure for the whole book. THE TRADE LEDGER Every closed trade, one row each. Sort by return, P&L, days held, capital or ticker to ask a different question of the same history. WHEEL CYCLE RECONSTRUCTION Follow a cash-secured put through assignment to covered calls and back to cash. The timeline shows every leg, your net cost basis after each premium collected, and the income for the full cycle — across ten rolls if that is what it took. No spreadsheet does this. PLAYBOOK ADHERENCE Choose a playbook — delta band, DTE window, position size — and TradeCompass measures your real entries against it. It reports which tests it could run and which it could not, rather than scoring you on rules it never checked. PORTFOLIO HEAT Concentration by ticker and expiry clustering, so you learn that 63% of your book expires in the same five days before that week arrives, not during it. THE REST OF IT STRATEGY LAB Compare a cash-secured put, covered call, credit put spread and iron condor side by side: max profit, max loss, probability of profit, breakeven and a P&L curve at expiration. Works with no broker connected — enter spot, DTE, target delta and IV. ANALYSIS EDGE Check the trend on any ticker before you sell against it. A 9/21-day moving-average cloud on daily closes reads Bullish, Bearish or Neutral in plain English, and flags a squeeze — when the averages pinch together and a volatility expansion tends to follow, which is exactly when a premium seller wants to know. No broker required. POSITION SIZING The professional 1-3% risk rule applied to your actual account size, so contract counts stop being a guess. EXPIRY REMINDERS 21 DTE and 7 DTE management reminders on every position, so you manage to the calendar instead of to a feeling. DIVIDENDS AND INTEREST Lifted out of your broker CSV and counted alongside premium, which matters when you are holding assigned shares. COMING SOON Live brokerage connections for Schwab and Tastytrade, and the Option Scanner they power. Both appear in Settings marked Coming Soon. SUBSCRIPTION TradeCompass Pro — $9.99/month, auto-renewing. Free: wheel tracking, CSV import, manual entry, Strategy Lab, Analysis Edge, position sizing, expiry reminders, and the current month's income. Pro: return on collateral, the trade ledger, playbook adherence, portfolio heat, lifetime metrics, dividends and interest, full history and custom rules. Payment is charged to your Apple ID at confirmation of purchase. The subscription renews automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in your Apple ID Account Settings. Privacy Policy: https://www.tradecompasshq.com/privacy-policy Terms of Use: https://www.tradecompasshq.com/terms Market data shown in the app may be delayed and should not be relied upon as the sole basis for trading decisions. TradeCompass is not a broker-dealer and is not a registered investment adviser.