Quick Start Guide

Quick Start

1. Search for a Stock

Use the search bar to find any optionable stock by ticker (AAPL, SPY, TSLA, etc.).

2. Browse the Options Chain

The options chain appears on the left side:

Select an expiration from the dropdown.

• Calls on the left
• Strike prices in the center
• Puts on the right
• Custom column showing Delta, Volume, or Open Interest

3. Add Positions

Action	How
Buy option	Left-click on price
Sell option	Right-click on price
Buy/Sell stock	Buttons below stock price display

4. Manage Positions

In the portfolio table (bottom right), you can edit quantity or entry price directly.

Right-click any row for more options:

• View Details — Full option details
• Flip — Reverse quantity (long ↔ short)
• Exclude from Projections — Hide from P/L chart
• Delete — Remove position

5. Read the P/L Chart

The chart shows your theoretical P/L across stock prices. See P/L Curves for details on interpreting the T+0, T+50%, and Expiration lines.

6. Modeling Tools

Below the options chain, three tabs let you model scenarios:

Time Modeling Add custom T+ lines to project P/L at specific future dates.

IV Modeling Shift implied volatility up or down to visualize vega exposure.

Adjustment Modeling Compare your current position against proposed trades. Add new positions from the chain—they appear as proposed adjustments with a separate curve overlay. Hover the chart to see P/L differences at various prices and time points.

Next Steps

• P/L Curves — Chart interpretation
• T+ Lines — Custom time projections