Published: February 17, 2026
Last Update: July 17, 2026
Throughout this article, you will find links to other Education Center articles to give you more information. These links will open in a new tab, so you can return to this article after reviewing the information.
Options360 is a trading solution that helps options traders generate income with limited downside risk or hedge with risk-reduction strategies.
Step 1: Go to the Options page at the top navigational header.
Please take some time to familiarize yourself with the navigational tabs in the Options360 page.
Screenshot taken from an Options360 account on Jul. 17, 2026.
Step 2: Import your portfolios.
To make the best use of the Options360 program and track your positions, you need to import your brokerage accounts into TradeSmith Finance. This process is quick and straightforward.
To learn more about importing your portfolios, click here.
Step 3: Personalize your Options360 Watchlist.
Watchlist: Your Options360 watchlist tracks the underlying stocks you want to continually follow for options trades.
To add and manage the securities on your Options360 watchlist, click the “Manage Watchlist” link.
Screenshot taken from an Options360 account on Jul. 17, 2026.
To learn more about personalizing and using your Options360 watchlist, click here.
Step 4: Find opportunities and explore our options tools.
Aside from your Options360 watchlist, Options360 also provides various options strategies (buy calls, buy puts, buy/write covered calls, sell calls, and sell puts), and tools to help you scan for options trades based on your preferred underlying asset and options-related criteria.
Opportunities: The Opportunities tab allows you to locate options trades according to our various strategies.
Screenshots taken from an Options360 account on Jul. 17, 2026.
Our strategies look for liquid options that have a low bid-to-ask spread, high volume, and open interest.
To learn more about our Options360 strategies, click here.
The Options Screener tool allows you to screen for options trades based on your market outlook and trade criteria. The tool is simple to use and involves selecting underlying and options-related filters.
Image taken from an Options360 account on Jul. 17, 2026.
As you can see, there are numerous TradeSmith and options-related metrics you can incorporate into your search.
To learn more about how to use the Options Screener tool, click here.
Step 5: Search for a ticker and find an options trade.
With TradeSmith, you can search for any ticker, analyze key indicators and fundamentals, and uncover options trades tailored to your bullish or bearish outlook.
Start by typing in the company’s name or ticker symbol in the "Search for Ticker" field in the upper right-hand corner.
The site routes you to the Asset Details page, where you can analyze your ticker.
Go to the Options tab to pull up the Calendar options view for your ticker and scroll through available expiration dates and strike prices.
You can select the option type (sell put, sell call, buy put, or buy call) and adjust the “Days to Expiration” feature. You can even adjust the metrics that are displayed in each tile card.
Image taken from an Options360 account on Jul. 17, 2026.
There are several other features on the Options tab you can explore, including additional views (List, Straddle), our Fair Value tool, and the Trade Summary details of each options trade.
To learn more about the Options tab features, click here.
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).