OptiView
PlatformHelp CenterPricingT&C
Back to Help Center
Strategy Builder

What is OptiView's Strategy Assistant?

OptiView's Strategy Assistant searches the option chain for contract combinations that match user-defined objectives and constraints. OptiView offers both a Basic and Advanced Assistant to guide you through constraint setting. In both modes, the Assistant returns a list of candidate strategies.

Basic Strategy Assistant

  • Input your directional view of the underlying: up, down or straight
  • Input the timeline on which you think this move will materialize
  • Select your generalized exposure preferences which represent which Greeks will be optimized
  • Review the results table and select a strategy to View in Chart

Advanced Strategy Assistant

  • Input constraints including expected return, min and max premium, credit or debit only, defined risk
  • Input max or min constraints on Greeks: delta, vega, theta, gamma
  • Input objectives i.e. risk adjustment, greek/$ targets
  • Review the results table and select a strategy to View in Chart
  • Requires a pro-subscription

Related Questions

Strategy Builder
Can I compare options strategies side by side?OptiView allows users to compare up to three options strategies side by side within the options strategy builder. Users can analyze payoff, risk, and position structure across multiple strategies in parallel.
Subscription
What is included in the OptiView Plus plan?OptiView Plus is the paid subscription tier that unlocks features beyond the free plan, including unlimited strategy comparisons, the strategy optimization tool, local volatility surface analysis, and scenario stress testing. OptiView Plus is available at $20 per month or $100 per year.