Published: January 20, 2026

Last Update: Jul. 17, 2026.

Options360 helps you trade smarter by pinpointing high-probability options opportunities with advanced screeners based on ROI, probabilities, and more - so you can trade with clarity and confidence.

To help you get started, you can explore the educational content from your Options360 Getting Started series or review the resource links below.

Let’s start with an overview of Options360 and the key features:

📝Article: Start Here: Welcome to Options360

Now that you have the basics on how Options360 can help you, let’s dive in and add your portfolios!

📝Article: Import Your Portfolios

You can also create manual portfolios:

📝Article: How to Create a Manual Portfolio

TradeSmith helps you find and research new opportunities and find options trades based on your bullish or bearish outlook.

📝Article: Use the Ticker Search to Find Options Trades

If you want to track your favorite underlying securities to find potential options trades, check out our Baskets feature, which allows you to create watchlists for various groupings of securities.

📝Article: Your Options360 Basket

Options360 provides several strategies (buy calls, buy puts, sell calls, sell puts, buy/write covered calls) that you can follow for your basket watchlists or scan within your Opportunities tab.

📝Article: Your Options360 Opportunities

Who’s ready to scan for opportunities based on the technical and fundamental indicators that matter most?

📝Article: The Options Screener Tool

Once you find a trade, you can use our Scenario feature to evaluate how the trade may perform based on the underlying asset's price moves up or down by a specified percentage before a selected date.

📝Article: Scenario- Evaluate an Options Trade

Another tool at your disposal is the Covered Call Builder. You would use this strategy when you are neutral to slightly bullish on a stock you currently own at least 100 shares of.

📝Article: The Covered Call Builder

As we end our Trade360 quick-start tour, please take some time to familiarize yourself with our Options360 newsletters and top trades, your newsletter center (My Services), and your program settings (set it and forget it!).

📝Article: Options360: Your Top Trades

📝Article: My Services: Newsletters and More!

📝Article: Your Options360 Program Settings

Need Help? 

Our Customer Success team is ready to assist: 

• Phone: 1-866-385-2076 (toll-free) 
• Email: [email protected] 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).