How Parity works

See what you can do with Parity

Learn how Parity helps you explore potential outcomes, understand your portfolio, compare current pricing, save what you build, and access personalized investment advice. Create a free account when you're ready to use the tools with your own investments.

01 · Explore outcomes

Explore potential outcomes

Compare collars, buffers, and covered calls across supported stocks and ETFs, protection levels, and time horizons. Review the potential downside, upside, cost, dividends, and expiration before deciding what to explore further.

A free Parity account gives you access to the interactive outcome tools shown here.

02 · Your dashboard

Bring your holdings into a free dashboard

Create a free account to access your dashboard and add, enter, or upload your holdings. Parity can then organize its tools around the investments you actually own instead of requiring you to search for every position individually.

  • View your portfolio in one place
  • Review holdings, cash, and account values
  • Open portfolio-specific tools directly from the dashboard
  • Keep investments in your own brokerage account

03 · Discover

Discover possible outcomes across stocks and ETFs

Use the Marketplace to explore longer-term collars, buffers, and covered calls across supported investments. Compare protection, upside, cost, dividends, expiration, and pricing assumptions before opening a detailed outcome.

  • Search supported stocks and ETFs
  • Compare collar, buffer, and covered-call structures
  • Choose a protection level and time horizon
  • Compare executable and midpoint assumptions
  • Save useful scenarios for later

04 · Monthly Outcomes

Explore monthly income and protection trade-offs

Monthly Outcomes focuses on an approximately 30-day period. Select an eligible holding and an income target to see how different structures may affect income, protection, and remaining upside. The tool presents trade-offs and does not recommend one choice as best.

  • Start with an eligible holding
  • Select a monthly income target
  • Compare protection and upside
  • See when the requested target cannot be reached exactly

05 · Analyze

See where your portfolio may be exposed

Risk Analysis helps organize concentration, downside exposure, and other portfolio characteristics so you can understand which holdings contribute most to overall risk. This is analysis and education, not a recommendation to buy, sell, or hedge.

  • Identify concentration
  • Understand downside exposure
  • See which holdings drive portfolio risk
  • Review the portfolio as a whole rather than one ticker at a time

The primary chart shows which holdings contribute most to overall portfolio risk.

06 · Analyze

Explore how the portfolio may respond to different conditions

Portfolio Resilience illustrates how market scenarios and changes in individual holdings may affect the portfolio. It is designed to make portfolio-level trade-offs easier to understand before exploring a specific outcome.

  • Explore portfolio-level scenarios
  • Compare potential downside across holdings
  • Understand diversification and concentration
  • See how individual positions affect the whole portfolio

07 · Track and price

Save and revisit the outcomes you build

My Outcomes keeps saved and active structures organized so you can revisit their protection, upside, expiration, and status without reconstructing the original analysis.

  • Save an outcome for later
  • Review active structures
  • Track expiration dates
  • Return to pricing and implementation tools
  • Keep outcome history organized

08 · Track and price

See how bid and ask prices change the outcome

Outcome Pricing shows how executable and midpoint assumptions may affect the package price, protection, and maximum gain. Subscribers can unlock current option legs and detailed trade instructions for use at their own brokerage.

  • Compare executable and midpoint pricing
  • See how package pricing changes projected outcomes
  • Review the trade-offs among different limit prices
  • Unlock additional implementation details with a subscription

09 · Get advice

Use Parity independently or get advice when you want it

Explore and build outcomes yourself, or separately engage Parity Investment Management, LLC for personalized investment advice through a one-time chat or video session or an ongoing advisory relationship.

  • One-time advisor chat
  • Phone or video review
  • Ongoing advisory relationship
  • Advice provided separately from the Parity technology platform

Advisory services are provided separately by Parity Investment Management, LLC, a Tennessee-registered investment adviser under common ownership with Parity Outcomes, Inc. Parity Outcomes provides technology and does not provide investment advice or place trades. Advisory services are available only where Parity Investment Management is authorized to provide them.

Ready to use Parity with your own investments?

Create a free account to access your dashboard, add your holdings, explore potential outcomes, save scenarios, compare current pricing, and use Parity's portfolio-specific tools.

Create a free account

Parity Outcomes is an investment technology platform. It does not provide personalized investment advice, determine suitability, custody client assets, or exercise trading discretion. Modeled outcomes are illustrative and may change with market prices, option quotes, dividends, and option availability.