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Find, analyze, and execute options strategies on Fidelity.com

Overview

In this course you will learn how to use the many options research tools available on Fidelity.com to generate and validate trading ideas. You will also learn how to use the option trading tickets on Fidelity.com to execute your single and multi-leg trades.

Objectives

When you complete this course, you will:

  • Find new trading opportunities using the scans and reports in the Trading Ideas section of our Option Research
  • Evaluate the likelihood of success of potential trading ideas as well as current option positions
  • Leverage our intuitive trading tickets to enter single or multi-leg options orders with built-in logic designed to simplify your trade entry process
Course Outline
Title Type Highlight
1. Getting started with options analysis on Fidelity.com Video
With the breadth of market data, tools and analytics available, it can be difficult to know where to start. Use this overview demo to familiarize yourself with the resources available in our Options Research pages.
With the breadth of market data, tools and analytics available, it can be difficult to know where to...
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2. Navigating & customizing the option chain Video
You can use the filters and customization features of the option chain to help find the option that best suits your strategy.
You can use the filters and customization features of the option chain to help find the option that...
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3. Creating market scans Video
Find new trading opportunities by using the Market Scanner. Search for high option volume, unusual volatility, and other pre-built scans. You can create your own customized scans as well. Results from the Market Scanner can be a starting point for further analysis before you hone in on your specific trade.
Find new trading opportunities by using the Market Scanner. Search for high option volume, unusual...
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4. Generating strategy ideas Video
Let’s use the Strategy Ideas tool to find the specific strategy that fits your needs. Alternatively, if you already know the option strategy but don’t know which underlying, strike price, or expiration, this lesson will teach you how to quickly filter for potentially profitable trading opportunities for the strategy selected.
Let’s use the Strategy Ideas tool to find the specific strategy that fits your needs. Alternatively,...
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5. Using the strategy evaluator Video
We’re now getting into the details of the potential risks and rewards of specific option trades. The Strategy Evaluator lets you choose the single or multi-leg strategy and expiration then finds potentially profitable trades based on the market conditions you expect to occur between now and expiration.
We’re now getting into the details of the potential risks and rewards of specific option trades. The...
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6. Using the probabilty calculator Video
Determining the right strike prices and expirations are critical to being successful in the options market. With the Probability Calculator, you can analyze the likelihood of the underlying trading at or between your price targets by a specified date based on historical volatility.
Determining the right strike prices and expirations are critical to being successful in the options...
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7. Using the profit and loss calculator Video
As a final way to validate your trading idea, use the Profit and Loss Calculator to model the impact that varying market conditions will have on your strategy. Quickly see how changes to the underlying price, dividends, interest and volatility will impact the profitability of your strategy.
As a final way to validate your trading idea, use the Profit and Loss Calculator to model the impact...
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8. Trading options on Fidelity.com Video
Now let’s learn how to execute your trade using the option trading ticket on Fidelity.com. Enter the underlying and quickly build your trade by selecting the expiration and strike price. You can enter single or multi-leg trades and analyze the potential profit, loss and breakeven points within the trade ticket.
Now let’s learn how to execute your trade using the option trading ticket on Fidelity.com. Enter the...
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Technical analysis focuses on market action – specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering what stocks to buy or sell, you should use the approach that you're most comfortable with. As with all your investments, you must make your own determination whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading.  Supporting documentation for any claims, if applicable, will be furnished upon request.

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