Options Trading

  1. Trade Execution and Management
    1. Choosing an Options Broker
      1. Commissions and Fees
        1. Per-Contract Fees
          1. Assignment Fees
            1. Exercise Fees
            2. Trading Platform and Tools
              1. Order Entry Systems
                1. Charting Tools
                  1. Options Analytics
                  2. Research and Education Resources
                    1. Market Data
                      1. Educational Materials
                        1. Strategy Guides
                        2. Customer Support
                          1. Technical Support
                            1. Trading Support
                            2. Account Types and Margin Requirements
                              1. Cash Accounts
                                1. Margin Accounts
                                  1. Portfolio Margin
                                2. Order Types and Execution
                                  1. Basic Order Types
                                    1. Market Orders
                                      1. Limit Orders
                                        1. Stop Orders
                                          1. Stop-Limit Orders
                                          2. Advanced Order Types
                                            1. Contingent Orders
                                              1. Bracket Orders
                                                1. One-Cancels-Other (OCO)
                                                2. Multi-Leg Order Entry
                                                  1. Spread Orders
                                                    1. Combination Orders
                                                      1. Net Debit/Credit Orders
                                                      2. Understanding Order Execution
                                                        1. Order Routing
                                                          1. Price Improvement
                                                            1. Fill Quality
                                                              1. Partial Fills
                                                                1. Order Rejection
                                                              2. Managing Open Positions
                                                                1. Position Monitoring
                                                                  1. Real-Time P&L
                                                                    1. Greeks Monitoring
                                                                      1. Risk Metrics
                                                                      2. Closing Positions
                                                                        1. Sell to Close
                                                                          1. Buy to Close
                                                                            1. Offsetting Transactions
                                                                            2. Rolling Positions
                                                                              1. Rolling Forward (Time)
                                                                                1. Rolling Up or Down (Strike)
                                                                                  1. Rolling Out and Up/Down
                                                                                  2. Assignment and Exercise
                                                                                    1. Assignment Process
                                                                                      1. Assignment Notification
                                                                                        1. Early Exercise Risk
                                                                                          1. Expiration Day Procedures
                                                                                            1. Automatic Exercise
                                                                                              1. Exercise by Exception
                                                                                              2. Position Adjustments
                                                                                                1. Adjusting for Market Movements
                                                                                                  1. Volatility Adjustments
                                                                                                    1. Time Decay Management
                                                                                                      1. Managing Margin Requirements