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How do I build my first options strategy?

Building your first options strategy in OptiView involves selecting an underlying asset and composing option legs. You can construct and analyze multi-leg options strategies either from the Strategy Builder or Option Scanner pages.

Step-by-step: Using the Strategy Builder

  1. Open the OptiView platform and access the options Strategy Builder tool
  2. Select an underlying asset from the top left of the chart
  3. Add option legs by choosing buy or sell, call or put, strike price, and expiration date
  4. View simulated payoffs in the chart across different price scenarios

Step-by-step: Using the Option Scanner

  1. Open the OptiView platform and navigate to the Option Scanner
  2. Use filters to scan for option contracts matching your criteria
  3. Click "View in Chart" on a contract to import it into the Strategy Builder
  4. Add additional legs as needed, then view simulated payoffs in the chart

Step-by-step: Using the Strategy Assistant

  1. Open the OptiView platform and access the options Strategy Builder tool
  2. Select an underlying asset from the top left of the chart
  3. Select the Strategy Assistant from the bottom right
  4. Choose your directional view of the underlying asset
  5. Choose over what time frame you think this directional move will materialize
  6. Select your goals which will return options based on these exposure preferences (optimized for Greeks)
  7. Review the list of options, and select one to proceed to "View in Chart"

Related Links

Strategy BuilderStart building an options strategyOption ScannerStart scanning the option universe

Related Questions

Strategy Builder
Where can I start building an options strategy in OptiView?OptiView allows users to start building an options strategy from the Strategy Builder or Options Scanner. Users can select contracts and add them to the chart to construct and analyze single and multi-leg strategies with payoff simulation.
Charting
What does options P&L visualization show?OptiView's option P&L visualization tools shows an option strategy's simulated performance across different underlying prices over time. OptiView displays projected profit and loss under current market conditions, allowing users to evaluate payoff, risk, and breakeven points before expiration.
Option Basics
What are options Greeks?Options Greeks are sensitivity measures that describe how an option contract's price responds to changes in market conditions. OptiView displays Delta, Theta, Gamma, and Vega for each contract in the option chain and calculates net Greeks across all legs in the strategy overview panel.