Strategy Template

A Strategy Template provides a shortcut to quickly create an option strategy, virtually eliminating structure errors.  Once selected, you can modify the structure within the template using the tools on above the option tables:  Moving Strikes up/down, rolling Time out/in, widening or narrowing Strikes.

Some strategies can be changed from all Calls to all Puts (and vice-versa).

 Note:  The templates will not allow you to exceed certain parameters, as attempting to do so would result in an invalid strategy.  This is a built-in safety net and you would receive a notice similar to:

Storyboard of the Strategy

We also display a storyboard-like view of the selected strategy.  It is a combination of chart, risk graph, and performance channel constructed within one panel.

This storyboard gives you the full picture of the position:  The Structure,  Performance Channels and Calculations.


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.

Elements of the Template

The Trade Finder Templates are designed to allow you to ‘visually trade’.

When evaluating a position, a Bull Put for example, the template automatically sets up the trade.  You can use the rolling icons to adjust the position:  Roll the position up/down, roll out the time frame, adjust the strikes, etc.   You can even adjust the Net Credit(Debit) of the trade in an attempt to get a more favorable entry cost/credit.

The Performance Channels show the profit/loss of the position.

The P/L summary at the bottom left of the screen shows the Risk/Reward ratio,  Net/Total Credit (Debit),the break-even stock price point,  the max reward/max risk with corresponding stock price.

A snapshot on the right side of the screen, provides a visual structure of the strategy, what market conditions are favorable to the trade, whether volatility and/or time positively, negatively or is neutralized by the strategy.

Greeks and Volatility are also shown.


Once satisfied with the position set-up, click ‘Trade’ and the order will auto-fill in the “Order Ticket” of your brokerage account.

Important!  While adjustments may to the template may be made, the system limits what can be changed in order to stay within the constraints of the strategy.  This safety measure ensures you stay in the type of trade you intend to be in.