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Help & Documentation

Everything you need to know about StrikeDesk β€” from your first trade analysis to tracking your portfolio.

Contents
πŸš€ Getting Started

How to analyze your first trade in 4 steps

1

Pick a ticker

Click any ticker in the ticker bar (Mag 7, ETFs, S&P 500, or your own) β€” or type one directly in the Ticker field. The company name appears automatically below.

2

Click Load Ticker

This fetches live expiry dates and strike prices from Yahoo Finance. All dropdowns fill in automatically with real market data.

3

Select your expiry and strike

For PMCC: pick a LEAPS expiry (far out, 1-2 years) and a short call expiry (near term, 30-45 days). The tool suggests good starting strikes automatically.

4

Click Analyze

See live premiums, Greeks, P&L metrics, and a strategy insight. If the setup looks good, click + Save Strategy to track it.

Tip: Markets are open Monday–Friday 9:30am–4:00pm ET. Outside those hours you'll see the last traded prices, which may have wider bid/ask spreads.
πŸ“ˆ Strategy Guide
PMCC

Poor Man's Covered Call

Buy a deep ITM long-dated call (LEAPS) to act as a stock proxy, then sell short-term OTM calls against it to collect premium each month.

Risk
Limited
Outlook
Bullish
LEAPS Delta
0.70+
Short Delta
0.25–0.35
Sell Put

Cash-Secured Put

Sell an OTM put and keep cash as collateral. You collect premium immediately. If assigned, you buy the stock at a discount (your strike minus premium).

Risk
Stock price β†’ 0
Outlook
Neutral/Bullish
Target Delta
0.20–0.35
DTE
30–45 days
Covered Call

Covered Call

Own 100 shares and sell a call against them. Collect premium and cap your upside at the strike. Best when you're willing to sell shares at a target price.

Risk
Own shares
Outlook
Neutral
Target Delta
0.25–0.40
DTE
30–45 days
Box Trade

Box Trade β€” Fixed Rate Loan

Think of it like a bank loan using options. Use 4 option legs to lock in a fixed interest rate β€” completely independent of where the stock goes. The payoff is mathematically guaranteed at expiry.

Risk
None (European)
Outlook
Direction-neutral
Best ticker
SPX, XSP only
Compare to
T-Bill rate

Other Strategies

Sell Strangle: Sell an OTM call and OTM put simultaneously. Collect premium from both sides. Profit if the stock stays between your two strikes.

Sell Straddle: Sell an ATM call and ATM put. Higher premium than a strangle but narrower profit zone. Best when you expect very low volatility.

Bull Call Spread: Buy a lower strike call, sell a higher strike call. Reduces cost compared to a naked long call. Limited profit, limited risk.

Bear Put Spread: Buy a higher strike put, sell a lower strike put. Profits if the stock falls. Cheaper than a naked long put.

Iron Condor: Sell both a call spread and a put spread. Collect premium from both sides. Profit if the stock stays range-bound between your short strikes.

πŸ”’ Understanding Greeks

Greeks measure how an option's price changes in response to various factors. Understanding them helps you pick the right strikes and manage risk.

GreekSymbolWhat it measuresGood target
Delta Ξ” How much the option price moves per $1 move in the stock. Delta of 0.70 means if stock goes up $1, option gains $0.70. LEAPS: 0.70–0.90
Short call: 0.25–0.35
Sell put: 0.20–0.35
Theta Θ How much value the option loses per day due to time decay. When you sell options, theta works in your favor β€” you collect this daily. Short options: higher theta = more daily income
IV% β€” Implied Volatility β€” the market's expectation of future price movement. High IV = expensive options (good to sell). Low IV = cheap options (good to buy). Sell options when IV is high. Buy LEAPS when IV is low.
Gamma Ξ“ How fast delta changes as the stock moves. High gamma means your delta exposure changes quickly β€” relevant near expiry. Keep gamma low on short options to avoid surprise moves
Vega Ξ½ How much the option price changes per 1% change in IV. Long options benefit from rising IV; short options suffer. LEAPS have high vega β€” buy when IV is low
Simple rule: When selling options (covered calls, sell puts, short call in PMCC) β€” you want high IV and high theta. When buying LEAPS β€” you want low IV and high delta.
πŸ† PMCC Score Explained

StrikeDesk scores your PMCC setup out of 100 based on 4 factors, each worth 25 points:

FactorPointsWhat we check
LEAPS Delta25Delta >0.70 = 25pts Β· >0.60 = 18pts Β· >0.50 = 10pts Β· below = 5pts
Short Call Delta25Delta <0.30 = 25pts Β· <0.40 = 18pts Β· <0.50 = 10pts Β· above = 5pts
Premium Coverage25Short premium / LEAPS cost: >8% = 25pts Β· >5% = 18pts Β· >3% = 10pts
Net Debit25<$1,000 = 25pts Β· <$2,000 = 18pts Β· <$3,500 = 10pts Β· above = 5pts

A+ (85–100): Excellent setup β€” all factors aligned perfectly.

A (75–84): Strong setup β€” minor adjustments could improve it.

B (65–74): Good setup β€” workable but room to improve.

C (50–64): Marginal β€” consider adjusting strikes or expiries.

D (below 50): Poor setup β€” do not enter without significant changes.

Key rule: Always check that your short call strike is ABOVE your breakeven price. If Max Profit shows "negative" β€” move the short call higher.
πŸ“‹ Strategy Tracker

How to track your trades

1

Analyze and Save

After analyzing any strategy, click + Save Strategy. Fill in your actual entry price and number of contracts. The strategy is saved to your account permanently.

2

Execute in your brokerage

Open the trade in your brokerage (Tastytrade, TD, Schwab etc). Come back to StrikeDesk and click Detail β†’ Mark as Executed. Status changes to Executed.

3

Refresh P&L

Click ↻ Refresh P&L any time to fetch live prices and calculate your current profit or loss. Green = profit, Red = loss.

4

Close the trade

When you exit the position, click Detail β†’ Mark as Closed and enter your closing price. Final P&L is locked in permanently.

Tip: For PMCC β€” manage at 50% profit. If your short call collected $500, close it when it's worth $250. This captures most of the theta while reducing risk.
πŸ“¦ Box Trades Explained

What is a Box Trade? (Plain English)

Imagine you need $50,000 for 3 months. Normally you'd borrow from a bank at their interest rate. A box trade lets you borrow using options instead β€” at a rate you lock in upfront, with no risk of it changing.

A box uses 4 option legs together. No matter where the stock price goes β€” up, down, sideways β€” the value at expiry is always exactly the same: the difference between your two strike prices.

πŸ“₯ Buy a Box = Borrow Money

You pay less than the box is worth today. At expiry, it pays you the full value. The difference is your interest cost β€” fixed and known upfront.

Example: Pay $49,500 today, receive $50,000 at expiry = $500 interest for the period.

πŸ“€ Sell a Box = Lend Money

You collect more than the box is worth today. At expiry, you pay the full value. The difference is your interest earned.

Example: Collect $50,500 today, pay $50,000 at expiry = $500 interest earned.

The 4 Legs Explained

A box is built from two spreads. When you buy a box:

Leg Action Why
Call at K1 (lower strike)BuyPay the ask price
Call at K2 (upper strike)SellReceive the bid price
Put at K2 (upper strike)BuyPay the ask price
Put at K1 (lower strike)SellReceive the bid price
The net cost of all 4 legs is your loan amount. The box always pays K2βˆ’K1 at expiry no matter what the stock does. That is the mathematical guarantee.

⚠️ Why You Must Use SPX or XSP β€” Not SPY or AAPL

This is the most important rule for box trades. Options come in two styles:

βœ… European-Style (Safe)

Can only be exercised AT expiry. The other party cannot exercise early. Your locked-in rate is guaranteed.

SPX, XSP, NDX, RUT, VIX

❌ American-Style (Risky)

Can be exercised ANY time before expiry. The other party can exercise early, which breaks your spread and causes unexpected losses.

SPY, QQQ, AAPL, MSFT, and all individual stocks

StrikeDesk automatically warns you when you type an American-style ticker into the Box Trade tab. Always use SPX for reliable box trades.

When Does a Box Trade Make Sense?

1

The implied rate must beat T-Bills

StrikeDesk shows you the annualized rate vs the current T-Bill rate (4.5%). If the box rate is lower β€” just buy T-Bills. They are simpler and safer.

2

Account for commissions

A box trade has 4 legs. At $0.65/contract that is $2.60 per contract minimum. For small boxes this can eliminate all profit. StrikeDesk shows the commission estimate in the results.

3

Use wide spread widths

A $50-wide spread (e.g. K1=5000, K2=5050) has more profit potential than a $10-wide spread after commissions. Wider spreads = more absolute dollar gain.

4

Check bid/ask liquidity

SPX has tight spreads and deep liquidity. Wide bid/ask spreads on illiquid options will make the box unprofitable even if the math looks good.

⚑ Ticker Bar

Quick ticker switching

The ticker bar at the top lets you instantly switch between tickers without typing. Click any chip and StrikeDesk automatically loads that ticker for whatever tab you're on.

πŸ“˜ Mag 7: Apple, Microsoft, Google, Amazon, Nvidia, Meta, Tesla

πŸ“— ETFs: QQQ, SPY, IWM, GLD, TLT, VIX

πŸ“™ S&P 500: 60 top S&P 500 stocks β€” MAG7 not duplicated. Use β€Ή β€Ί arrows to page through (shows pg 1/7)

πŸ“’ My Tickers: Your personal list β€” requires account. Click + Add to add any ticker. Use β€Ή β€Ί arrows if you have more than 5. Click Γ— to remove. Saved per account across all devices.

Hide any ticker: Click the Γ— on any chip in MAG 7, ETFs, or S&P 500 to hide it from your bar. A green +N badge appears β€” click it to restore hidden tickers.
Tip: Guests can use all tickers freely. Sign in to save your own custom tickers and have them appear on every device.
❓ Frequently Asked Questions
Is StrikeDesk free? β–Ύ
Yes β€” StrikeDesk is free to use. Create an account to save and track strategies. All market data comes from Yahoo Finance at no cost.
Where does the market data come from? β–Ύ
StrikeDesk uses Yahoo Finance for live options chain data including strikes, bid/ask prices, and implied volatility. Greeks (Delta, Theta etc.) are calculated using the Black-Scholes model when not provided by Yahoo Finance directly.
Is the data real-time? β–Ύ
Yes during market hours (9:30am–4:00pm ET, Monday–Friday). Outside market hours you will see the last traded prices. Always verify prices with your broker before executing a trade β€” never enter an order based solely on StrikeDesk prices.
What does ITM and OTM mean? β–Ύ
ITM = In The Money. For a call, ITM means the strike is below the current stock price. For a put, ITM means the strike is above the stock price. OTM = Out of The Money β€” the opposite. ATM = At The Money β€” strike equals (or is close to) the stock price.
What does "manage at 50% profit" mean? β–Ύ
When you sell an option for $500, managing at 50% means buying it back when it is worth $250 β€” locking in $250 profit. Research shows closing at 50% profit captures most of the expected gain while dramatically reducing risk. StrikeDesk automatically alerts you when a saved strategy hits 50% of max profit.
Why is my PMCC Max Profit showing "negative"? β–Ύ
This happens when your short call strike is below your breakeven price (LEAPS strike + net debit). To fix it: move your short call strike higher, or choose a cheaper LEAPS (lower strike price). The short call must always be above your breakeven for a PMCC to have positive max profit. StrikeDesk shows a red warning when this happens.
Why can I only use SPX for Box Trades β€” not SPY or AAPL? β–Ύ
SPX uses European-style options, which can only be exercised at expiry. SPY and individual stocks use American-style options, which can be exercised at any time before expiry. If the other party exercises early on an American-style box, it breaks your spread and can cause large unexpected losses. StrikeDesk warns you when you enter an American-style ticker on the Box Trade tab. Stick to SPX or XSP for safe box trades.
How do I track a strategy after I save it? β–Ύ
Go to the Tracker tab and click Detail on any saved strategy. StrikeDesk automatically fetches live prices and shows you the current P&L, a progress bar toward max profit, and a recommendation on whether to hold or close. Once you execute the trade in your broker, click "Mark as Executed". When you exit the trade, click "Mark as Closed" and enter your closing price to lock in the final P&L.
What is the 50% profit alert? β–Ύ
When you open a saved strategy in the Tracker and the current P&L has reached 50% or more of the maximum profit, a green toast notification appears at the bottom of the screen. This is your signal to consider closing the position. Closing at 50% profit is a widely used rule in options trading to lock in gains while reducing risk from adverse moves.
Can I hide tickers from the ticker bar? β–Ύ
Yes β€” hover over or tap any ticker chip in the MAG 7, ETFs, or S&P 500 sections and click the Γ— that appears. The ticker is hidden from your bar. A green badge shows how many are hidden. Click that badge to restore them all. Hidden tickers are saved per account.
Can I use StrikeDesk on my phone? β–Ύ
Yes β€” StrikeDesk is fully mobile responsive. All features work on iPhone and Android browsers. Add it to your home screen for a native app-like experience: in Safari tap Share β†’ Add to Home Screen. In Chrome tap the menu β†’ Add to Home Screen.
Is this financial advice? β–Ύ
No. StrikeDesk is an analysis tool only. Nothing on this site constitutes financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions. Options trading involves significant risk and is not suitable for all investors.