Quick Start Guide

Head to the sign-up page and create an account with your email. You'll get a 14-day free trial with access to every feature — no credit card needed. After confirming your email, you're dropped straight into the dashboard.

Open the Screener and click Manage Watchlists. Create a new watchlist (e.g., "Tech Megacaps") and add the tickers you want to trade — AAPL, NVDA, MSFT, or whatever fits your strategy. Watchlists let you run screens across your target names in one click instead of entering tickers every time.

Select your watchlist from the dropdown, then choose a strategy type:

• Cash-Secured Puts (CSP) — sell puts on stocks you want to own at a lower price
• Covered Calls (CC) — generate income on shares you already hold
• Long Options — buy calls or puts for directional plays

Set your filters: target delta range (e.g., 0.20 - 0.35), minimum DTE (e.g., 30 days), and minimum annualized yield. Click Screen and results appear in seconds. For more detail, see the Screener Guide.

Click any row in the results table to open the detail modal. Here you'll see everything you need to evaluate the trade:

• Greeks — delta, gamma, theta, vega
• Probability of profit — percentage chance the option expires worthless (for sellers)
• Payoff diagram — visual P&L at expiration across price scenarios
• IV rank and IV percentile — context on whether implied volatility is high or low

Use these data points to decide whether the risk/reward fits your criteria before committing capital.

Found a trade you like? Click Add to Portfolio in the detail modal, select which portfolio to add it to (or create a new one), and confirm. The position is now tracked with your entry price, Greeks at entry, and expiration date. You can also log trades manually from the Portfolio page if you entered a position outside the screener.

Navigate to the Portfolio page to see all your open positions, current P&L, and upcoming expirations. Close trades when you exit a position to update your realized returns. Head to Analytics for deeper performance metrics: equity curve, monthly P&L heatmap, win rate, and average return per trade. See the Portfolio Guide and Analytics Guide for full details.

Enable the morning briefing from your Account settings. Each trading day, you'll get a summary of positions expiring this week, assignments to watch, and notable IV changes in your watchlist. It's the fastest way to stay on top of your book without manually checking every position.