🌟 Start Here: Welcome to Options360

We’re thrilled to have you on board, and we truly appreciate your trust. You’re about to unlock powerful tools and insights designed to help you invest with greater confidence and clarity.

Getting Started: What to Expect

To support your journey, our education team has created a “Getting Started" series, including quick-start training videos.

You will also have access to the following educational resources:

Live TradeSmith Walkthrough webinars
Ongoing tutorials, guides, articles, and expert editorials

These resources are available regardless of which TradeSmith product you subscribe to.

About TradeSmith

Founded in 2005, TradeSmith began as a simple way to track positions with trailing stops. Today, it has evolved into a comprehensive suite of market analysis and risk-management tools—all designed to help individual investors make more informed, unbiased decisions.

What is Options360?

Options360 is a trading solution that helps you generate income with limited downside risk or hedge with risk-reduction strategies. This system includes many tools to help you find opportunities and track and manage your options trades.

Key Features of Options360

📂 Portfolio Setup Made Simple

Easily create new portfolios or import your existing ones for seamless integration and tracking.

To learn how to sync your portfolios, click here.

📊 Portfolio Analysis & Management

Take control with tools that help you analyze risk, track performance, and manage positions with confidence.

Dashboard Center Console

Your personalized dashboard keeps you informed with the latest updates, alerts, and educational resources—all without leaving the TradeSmith Finance platform. You can also monitor opportunities across your basket watchlists and stay on top of upcoming events with the options calendar.

To learn more about your Options360 Dashboard, click here.

🧺Baskets

Create and track groups of securities in a watchlist to monitor trends, compare ideas, and spot opportunities.

🧠 Proprietary Options360 Algorithms

At the core of Options360 are two powerful indicators that give you a measurable trading edge:

Probability of Profit (POP): Quantifies the odds of a trade closing in your favor—bringing clarity to your decision-making.
Return on Investment (ROI): Evaluates potential profit relative to your capital at risk, helping you prioritize high-efficiency trades.

Our algorithms help identify the best probability of profit (POP) to return on investment (ROI) for liquid options with a low bid-to-ask spread and high volume and open interest.

🎯 Options360 Opportunities

Our algorithmic engine scans the markets to surface high-probability trade ideas tailored to your style:

Buy Calls & Buy Puts: Straightforward directional trades when you have conviction in a stock’s movement.
Buy/Write Covered Calls: Generate income by selling calls on stocks you already own.
Sell Calls & Sell Puts: Strategically generate income or acquire stock at a discount.
Vertical Spreads (where applicable): Define your maximum profit and limit potential losses—ideal for risk-managed trades.

🔔 Real-Time Alerts & Proactive Insights

Stay ahead of market moves with intraday alerts designed specifically for options traders:

Price Movement Alerts: Get notified when the option or its underlying stock reaches your target entry or exit price.
Trailing Stop Alerts: Automatically track gains and limit downside by setting trailing stops on your option or underlying stock.
Time-Based Triggers: Stay on top of trades as expiration dates approach—set alerts based on specific days or durations.
Volume Alert: Get notified when a stock’s trading volume surges above average—often a signal of big moves ahead.
Moving Average Cross Alerts: Spot technical trend shifts with alerts for 50-day or 200-day moving average crossings—great for timing call or put entries.
Quick-Start Templates: Use pre-built alert setups to monitor trades more quickly and efficiently.
Top Trades Weekly Email: Delivered every week with curated, high-probability trade ideas.
Market Calendar: Track earnings, ex-dividend dates, and other key corporate events.

🔍 Stock and Options Research Hub

Search any ticker and access price charts, financials, key stats, news, and options calendar.

🧺 Options360 Watchlist

Curate trades around your favorite stocks or ETFs. The Options360 Watchlist helps you.

🛠️ Options360 Tools Suite

Everything you need to research, build, and manage your options trades:

Options Screener Tool: Instantly scan the market for options trades that meet your criteria.
Covered Call Builder: Tailored call-selling strategies for generating premium income.
POP Calculator: Test the odds on any trade setup before you commit.
The Trade Builder: helps you identify an options trade that aligns with your market outlook and sentiment.
Checklist Feature: Stay disciplined with a consistent, step-by-step trade planning tool.

📰 My Services

Link directly to your newsletters and publications for a centralized investing experience.

🎓 Your Education Hub

Need help or want to go deeper?

Use the Support menu (top right of your screen) to:

Call our Customer Success Team
Schedule your complimentary 30-minute concierge call
Access the mobile app install guide, contacts, and more

Join our TradeSmith Walkthrough and Inside TradeSmith webinars, including sessions with Senior Analyst Mike Burnick and our Education Team.

Check the Product Updates tab (📣) for the latest improvements.
Explore the Education Center (📖) for articles, tutorials, and a helpful glossary.

✅ Tips for Success

Don’t worry if it feels like a lot—many new members feel that way at first.
Rewatch the “Getting Started” series anytime.
Take advantage of your concierge call—we’re here to help.
Once you’ve settled in, join our TradeSmith Walkthrough webinars—and don’t be surprised if we chat about food and investing along the way! 😄

Thanks for being part of the journey. You’ve just taken the first step toward investing like a true TradeSmith.

We’re here to educate, support, and cheer you on every step of the way.

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