Chain Views

Different views are available for options such as Calls + Puts,  Calls only or Puts only.  Select from the drop-down box  or  toggle the screen using the arrows   in the chain header.

In addition, there are over 20 strategy templates on the Options tab.


Option Tables & Templates

Expanding your Options!

Choose from Call+Put chains, Call Matrix, Put Matrix or from almost 2 dozen Option Templates – covering any market outlook.

Expand the Strikes displayed:  Near ATM, More or All.

You can change the click Quantity default increment by changing the default parameter for 1x, 5x or 10x.

You can also sort the Strike prices:  Lowest to Highest, or vice-versa.


Advanced Analytics

Some strategies are more responsive to time decay and/or volatility than others.   This platform has tools to help analyze these components.

  • Construct the position in the Option Chain table
  • Select the ‘Go Big’ icon on the P&L Graph
  • The Graph shows 3 data points: Current Day, Halfway point to Expiration Day & Expiration Day.  The corresponding legend, immediately below the graph, follows the cursor slider along the graph.
  • The bottom of the screen contains a Calendar (Time) & Volatility Scale.  Both can be manipulated to analyze the position.

Time: You can select a date to analyze as well as user stepper buttons to move day by day backward or forward.

Volatility:   Use the volatility slider or enter a value in the entry box to see the impact of changes in volatility.   The slider bar also displays the current (circle), average (gray), and 1 year high / low of implied volatility (orange portion of the slider) for easy reference.


Add/Delete/Save Chart Profiles

Create multiple chart profiles for your analysis.  Saved profiles will remember your settings: chart type, time frame including “Extend By 10,30,60 or 90 Days”, indicators, etc.

After you’ve set up your chart:
1.  Click the ‘Save’ Icon
2.  You’ll be prompted to Overwrite an existing profile or Save as a new profile**
3.  Click ‘Save’ – (the box will disappear after a second or two)

That’s it!

You can remove unwanted profiles by clicking the [x] icon to delete, located next to the ‘Save’ icon.

**Note:  Active Trader, Options, and Standard View are System views and cannot be altered or deleted.  You will be prompted to save the new settings or overwrite a different view. 


Delta & Theta Display on Template

You can expand the template to show Delta and Theta for the individual legs as well as the totals for the trade by clicking the  icon on the upper right part of this screen.

This can help for faster evaluation and better positioning of the trade.


Heat Map & Spectrum Overview

For Example: Clicking on “Financial Services” industry portion on the map of the S&P 500, then “Credit Services” will yield another map of 8 companies: Visa, Mastercard, American Express, etc. Clicking on any of those boxes will display the Stock info at a glance.  Notice the Navigation Icons such at The Score as well as those to add to a Watchlist or send to Research.

The “Spectrum” View maps the sectors within the Index, with the number of companies in (parenthesis) by the performance by the time-frame selected.  You can drill-down by selecting the sector group, then industry and company.

Note: By selecting the “Go Big” Icon, , in the upper-right corner of the corner of the panel, expands the amount of information and navigational icons.


Save your Favorite Scans

Create your Customized Scan List

Star any scan to have it show in Feature > My Favorite Scans.

There are two ways to do this:

Simply click the star  on the Tile View of the scans or on the header in the results view of any scan.

Favorites will be easily access from the Scan main page


Heat Maps Too

The Heat Maps on the Market page offer the ability to drill down to the stock level.  You are able to do this with both the Map and Spectrum views. Clicking on a stock will also show the quote detail. From this you can also send to a list or research.


Additional Option Criteria

More Option Choices for Customized Option Tables

Mark:  The mid-point price between the option’s Bid and Ask
$ Change
% Change
IV Change


Valuation

Is it Overvalued or Undervalued?

Valuation looks at Key Ratios and Projected Price to evaluate the stock’s current value.
Key Ratios like both trailing and forward PE along with PEG (Price/Earnings/Growth) are weighed.

The Price compared to Book (flow of business), Cash Flow, and Sales are also very important factors to provide a well-rounded synopsis of the valuation modeling of the stock.