A repeatable process for trading equity options.
Eight steps covering thesis, structure, sizing, and exit, taken from a long/short equity options strategy running since January 2025. Every month of that record is published, the winning ones and the losing ones, and each calendar year is independently verified by a U.S. licensed CPA. Available in writing or as a live workshop.
Two things, one project.
One is the evidence. One is the teaching.
The Track Record
Live performance data from a real brokerage account, updated monthly. Calendar year returns independently verified by a U.S. licensed CPA. Public, permanent, no paywall. This is how you check that the methodology actually works.
See the track recordConstellation Method
The full written methodology behind the track record. Eight steps, organized module by module. Thesis, structure, sizing, execution, review. Available in writing, or as a live workshop. This is how you learn to run it on your own book.
See the MethodVerified, not asserted.
2025 was the strategy's first full calendar year. Every monthly figure was reconciled against the underlying brokerage statements by a U.S. licensed CPA under AICPA AT-C Section 215. The engagement returned no exceptions.
See the full monthly breakdown, the losing months, and the verification details
Teach the skill. Do not sell the signal.
The whole project is built around one rule: your independent judgment is the product. The track record proves the methodology works. The Method teaches you to run it on your own book. Nothing here replaces your decisions, and all of it is built to improve them.
No live calls. No trade alerts. No buy this, sell that. If you are looking for signals, this is not the project for you.
Four shifts made this possible. The last one completed it.
Running a serious options book alone used to be impossible. Not hard. Impossible. The infrastructure simply did not exist outside institutions. Four separate shifts changed that, and all four together are genuinely new.
Retail brokerage came of age.
Low commissions and institutional grade execution in a browser tab. The execution layer is no longer the constraint.
Options liquidity filled out.
Tight spreads and real weekly volume across a universe wide enough to run a diversified book.
Research data went retail.
A single person in 2026 has more data access than they had just a few years ago, for a few hundred dollars a month.
AI made the analyst work fit in a day.
Work that used to take analyst-days now takes analyst-minutes. This is what lets one person cover a real universe at professional depth.
Three kinds of people get the most out of this.
Traders building an independent process.
You want to run your own book properly and treat options as an instrument for managing risk and expressing a catalyst, not as a lottery ticket. The Method gives you the structure: how a thesis becomes a position, how the structure is matched to the catalyst and the time window, and how the maximum loss is set before entry rather than discovered after.
Value investors adding an options layer.
You already do the fundamental work. Options give you a second way to act on it, either directionally when the mispricing is large enough to pay for the premium, or defensively as a hedge on positions you intend to hold. The framework sits on top of the analysis you are doing anyway.
People new to options, but not to markets.
You understand equities and want to learn options as a discipline rather than by losing money finding out. The eight steps are taught from first principles and assume no prior options experience. They do assume you are willing to do fundamental research, since every trade in this framework starts with a company you can value.
Learn it on your own, or work through it live.
The written Method
Self-paced, lifetime access.
- The full methodology in writing. Thesis, structure, sizing, execution, review.
- Case studies drawn from real closed trades, including the ones that did not work.
- Lifetime access and all future updates, with no recurring charge.
The live workshop
Four hours, live, in a small group.
- The methodology covered end to end, not in summary.
- The second half is applied to your own capital, time, and risk tolerance.
- The full written Method included.
Full contents of both. Book a free walkthrough if you would rather talk first.
One person, teaching in public.
Constellation Stocks is built on fifteen years of financial analysis and modeling applied to business and investment decisions, across corporate finance, private equity, and industry roles. The project is independent and self-funded.
It exists because more people should see running a trading practice as a legitimate alternative path. Not a hobby, not a gamble, not a career inside an institution. Modern tools have made the one-person option viable. Teaching the practice is how I help more people take it.
See the methodology in action.
A full post-hoc breakdown of one trade in 2025: thesis, structure, sizing, exit. Fourteen pages. Free.
Read the work before you buy.
One trade walked through end to end, the same way the Method teaches you to do your own.