What’s Rook?
Rook is an AI options desk you control. On Master you get alerts plus Dashboard, Journal, and History, and you decide when to fill.
GrandMaster adds automatic fills and exits, always sized to your Limits. Real money, real risk, your rules.
Which brokers work with Rook?
Connect Charles Schwab for market data with OAuth. Live order routing expands as brokerage access opens.
Every plan can connect other brokers read only and fill your Journal. Schwab stays the connection for the trading desk.
Your cash stays at your broker. Rook is not a black-box fund.
Do you hold my money?
No. Funds stay on your broker. Rook connects for market data and, when Live is on, order routing.
Cash and positions remain in your Charles Schwab account.
Is it safe?
Every Rook account needs authenticator MFA (Google Authenticator, Authy, or similar). A password alone is not enough.
Rook never holds your cash. Schwab market-data access expires about every 7 days, so reconnect from Connections when prompted.
What markets does Rook trade?
Index options only: calls and puts on $SPY, $SPX, and $QQQ.
No shares, crypto, or futures in the core product.
Is there a free trial?
Yes. Every plan includes a one-month trial. Until we launch, you can also follow every live trade we post on X for free at
@RookQuantAI.