Power Trader Education

Trade Caddie provides on-demand education, as well as, instructor lead courses taught through a webinar interface. We specialize in teaching individual investors the skills and discipline they need to successfully trade on the stock market using spread trades and option strategies. We believe that this will not only provide support for the successful use of the Option Chain Wizard, but that it will provide a powerful and valued educational component for the continued education of current and future stock traders.

Options and Options Adjustments Education Videos



Level 1


090 - Introduction to TradeCaddie - This class orientates the user to the TradeCaddie's interface as well as learning tools we use throughout our education and software.

101 - Introduction to Interest Income - This course introduces the user to the wide world of making money in methods other than wage income.

102 - Basic Research - This introduces free tools on the internet they can use to do their basic research.

110 - Introduction to Stocks (Equities) - This course is a cursory overview of what stocks are and the basic principle behind investing using stocks as your asset.

120 - Introduction to Technical Analysis - This course is the first course of five in Technical Analysis. It introduces the user to how to use charting to gauge support and resistance levels.

130 - Introduction to Fundamental Analysis - This course introduces the user to Fundamental Analysis, which is the researching of the strength of a company, as well as its effectiveness within the industry.

140 - Introduction to Economic Events and research - This course introduces the user to the economics.

150 - Introduction to Options - This course gives a brief overview of what options are and how they relate to stocks. It introduces the user to the five basic instruments (Stock, Long Call, Short Call, Long Put, and Short Put) but does not go into detail. It talks the history of options and how the Black Scholes Model was used in deriving fair pricing for options. We also introduce the user to the orientation to the options chain and how to use it.

151 - Long Call - Optimizes a Bullish trend. The Long Call is a Debit Trade and gives the buyer the right to buy a stock, at a fixed price, within a set time frame. Our reward is theoretically unlimited and our risk is limited to the price of the option.

152 - Short Call - Optimizes a Stagnant to Bearish trend. The Short Call is a Credit Trade and gives the seller the obligation to sell a stock, at a fixed price, within a set time frame. Our maximum reward is the credit received and our risk is theoretically unlimited.

153 - Long Put - Optimizes a Bearish trend. The Long Put is a Debit Trade and gives the buyer the right to sell a stock, at a fixed price, within a set time frame. Our maximum reward is the strike of the Long Put minus the Debit and our risk is limited to the price of the option.

154 - Short Put - Optimizes a Stagnant to Bullish trend. The Short Put is a Credit Trade and gives the seller the obligation to buy a stock, at a fixed price, within a set time frame. Our maximum reward is the credit received and our maximum risk is the Short Put strike minus the credit received.

160 - Debit/Credit Trade Review - Review of Credit verses Debit Trades. A Debit Trade is when a higher priced option is bought and the lower premium option is sold (at the same time). A Credit Trade is when the higher priced option is sold and the lower priced options are bought (at the same time).

170 - Introduction to Sentimental Analysis - This course introduces the user to Sentimental Analysis which, is the emotional influence on a stock or options price.

180 - Understanding the Greeks - This course covers Delta, Gamma, Theta, and Vega. The Greeks are based on a mathematical model that are calculated daily to assist the trader in projecting the future theoretical valuation of an option price.

190 - Options Review - This course reviews the Put and Call positions.


LEVEL 2


201 - Introduction to Spread Trades - This course explains how the combinations of the basic options instruments will be used to create Spread Trades

210 - The Bear Call - The Bear Call optimizes a Stagnant to Bearish trend. The trader sells a call and simultaneously buys a call, at a higher strike price (same expiry month). This will create a Credit Trade. If the underlying stock closes below the Short Call strike, at expiration, the Bear call will expire and maximum credit will be achieved.

220 - The Bear Put - The Bear Put optimizes a Bearish trend. The trader buys a put and simultaneously sells a put, at a lower strike price (same expiry month). This will create a Debit Trade. If the underlying stock closes below the Short Put strike, at expiration, the Bear Put will achieve max reward. The maximum risk is the amount paid to structure the Bear Put Spread Trade.

230 - The Protective Put - The Protective Put (married put) consist of a long stock position and a Long Put position. This strategy protect a Long stock position from catastrophic loses. It is consider by many to be an "insurance policy" for stocks. The long put gives us the right to sell a stock, at a fixed price (strike price), before the long put expires.

240 - Synthetic Short Stock - The Synthetic Short Stock is an option strategy used to simulate a Short Stock position. It is entered by selling at the money Short Call and buying at the money long put using the same strike price and same expiry month.

290 - Bear Instrument Review - Reviews the Bear Instruments and research tools


LEVEL 3


301 - Introductions to Bonds - This course introduce the user to Bonds and how they are only a Bullish movement.

310 - The Bull Call - The Bull Call optimizes a Bullish trend. The trader buys a call and simultaneously sells a call, at a higher strike price (same expiry month). This will create a Debit Trade. If the underlying stock closes above the Short Call strike, at expiration, the Bull Call will achieve max reward. The maximum risk is the amount paid to structure the Bull Call Spread Trade.

320 - The Collar Trade - The Collar Trade consist of a Long stock, Long Put, and Short Call. It optimizes a Bullish trend and is a well-hedged strategy with limited risk and limited reward. The standard strategy has the Long Put and Short Call expiring in the same month.

330 - The Bull Put - The Bull Put optimizes a Stagnant to Bullish trend. The trader sells a put and simultaneously buys a put, at a lower strike price (same expiry month). This will create a Credit Trade. If the underlying stock closes above the Short Put strike, at expiration, the Bull Put will expire and maximum credit will be achieved.

340 - The Synthetic Long Stock - The Synthetic Long Stock is an option strategy used to simulate a long stock position. It is entered by selling at the money Short Put and buying an at the money long call using the same strike price and same expiry month.

390 - Bull Instrument Review - Reviews the Bull Instruments with research tools


LEVEL 4


401 - The Covered Call - The Covered Call consist of two instruments, a Long Stock and a Short Call. This trade optimizes a neutral to Bullish outlook. Selling the call obligate the trader to sell the stock at the Short Call strike. Some traders use this strategy as an income producing strategy.

410 - The Call Calendar - The Call Calendar optimizes at Stagnant trend. The trade consists of two options. In this case two Call options. One options is a Short Call that expires in the current month and the other is a Long Call with a later expiration date. Both options have the same strike. Ideally, the current month options should decay or expire worthless while the long option retains its value or increases in value.

420 - Put Calendar - The Put Calendar optimizes a Stagnant trend. The trade consists of two options. In this case two Put options. One options is a Short Put that expires in the current month and the other is a Long Put with a later expiration date. Both options have the same strike. Ideally, the current month options should decay or expire worthless while the long option retains its value or increases in value.

430 - Put Butterfly - The Put Butterfly optimizes a Stagnant trend. The trade consists of two Put Spread Trades. A Debit Trade (also known as a Bear Put) and a Credit Trade (also known as a Bull Put). The Short Put associated with the Bear Put and Bull Put are shared (same strike). This is a low cost Debit Trade and max reward is achieved if the stock closes at the short strike on expiration day. Ideally we want volatility to decrease after we place the trade.

431 - Call Butterfly - The Call Butterfly optimizes a Stagnant trend. The trade consists of two Call Spread Trades. A Debit Trade (also known as a bull call) and a Credit Trade (also known as a Bear Call). The Short Call associated with the Bull Call and Bear Call are shared (same strike). This is a low cost Debit Trade and max reward is achieved if the stock closes at the short strike on expiration day. Ideally we want volatility to decrease after we place the trade.

432 - Iron Butterfly - The Iron Butterfly optimizes a Stagnant trend. The trade consists of two credit spread trades; A Bull Put and a Bear Call. The short instrument associated with the Bear Call and Bull Put are shared (same strike). This is a credit trade in which our max reward is the credit received and is achieved if the stock closes at our short strike on expiration day. Our risk is the difference in strikes minus our credit received. Ideally we want volatility to decrease after we place the trade.

440 - Iron Condor - The Iron Condor optimizes a Stagnant trend. The trade consists of two Credit Spread Trades; A Bull Put and a Bear Call. This is a Credit Trade in which our max reward is the credit received and is achieved if the stock closes anywhere between our short strikes on expiration day. Our risk is the difference in strikes minus our credit received. Ideally we want volatility to decrease after we place the trade.

441 - Put Condor - The Put Condor optimizes a Stagnant trend. The trade consists of two Put Spread Trades. A Debit Trade (also known as a Bear Put) and a Credit Trade (also known as a Bull Put). This is a low cost Debit Trade and max reward is achieved if the stock closes anywhere between our short strikes on expiration day. Ideally we want volatility to decrease after we place the trade.

442 - Call Condor - The Call Condor optimizes a Stagnant trend. The trade consists of two Call Spread Trades. A Debit Trade (also known as a Bull Call) and a Credit Trade (also known as a Bear Call). This is a low cost Debit Trade and max reward is achieved if the stock closes anywhere between our short strikes on expiration day. Ideally we want volatility to decrease after we place the trade.

490 - Stagnant Instrument Review


LEVEL 5


501 - Introduction to Volatility - Discuss the importance of Volatility in rapid moving stocks. Volatility can increase the value of options and a position, as well as decrease the value of options and a position. Learn to use Volatility to help you decide what is the ideal strategy to employ when given a particular Volatility .

510 - Call Ratio Back Spread - The Call Ratio Back Spread optimizes an explosive move in the stock price. It consist of an in the money Bear Call plus a Protective Call; structured for a credit. Ideally we prefer to place this trade prior to an earning event.

511 - Put Ratio Back Spread - The Put Ratio Back Spread optimizes an explosive move in the stock price. It consist of an in the money Bull Put plus a Protective Put; structured for a credit. Ideally we prefer to place this trade prior to an earning event.

520 - Straddle - The Straddle optimizes an explosive move in the stock price. It consists of a Long Call and a Long Put, using the same strike. The Straddle is a Debit Trade and our risk is the Debit we paid. Our reward may be significant. Ideally we prefer to place trade when volatility is low and prior to an earnings event.

521 - Strangle - The Strangle optimizes an explosive move in the stock price. It consists of a Long Call and a Long Put, using different strikes. The Strangle is a Debit Trade and our risk is the Debit we paid. Our reward may be significant. Ideally we prefer to place trade when volatility is low and prior to an earnings event.

590 - Wild Instrument Review


LEVEL 6


601 - Adjustment Review

620 - Adjusting the Call Spreads - The Call Spread Trade can be adjusted to optimize any current trend by several ways. A trader may adjust the Short instrument, add a Long instrument and roll the Spread Trade out in time and by purchasing or selling a stock. In this lesson we will cover the most common method of adjusting our current call spread trade.

630 - Adjusting the Put Spreads - The Put Spreads Trade can be adjusted to optimize any current trend by several ways. A trader may adjust the Short instrument, add a Long instrument and roll the Spread Trade out in time and by purchasing or selling a stock. In this lesson we will cover the most common method of adjusting our current Put Spreads Trade.

640 - Adjusting Delta Neutral Trades - The Delta Neutral Trade can be adjusted to optimize any current trend by several ways. A trader may adjust the Short instrument, add a Long instrument and roll the Spread Trade out in time and by purchasing or selling a stock. In this lesson we will cover the most common method of adjusting our current Delta Neutral Spread Trade.

650 - Adjusting the Stagnant Trades - The Stagnant Spread Trade can be adjusted to optimize any current trend by several ways. A trader may adjust the Short instrument, add a Long instrument and roll the Spread Trade out in time and by purchasing or selling a stock. In this lesson we will cover the most common method of adjusting our current Delta Neutral Spread Trade.

670 - Adjusting Complex Trades - The Complex Spread Trade can be adjusted to optimize any current trend by several ways. A trader may adjust the Short instrument, add a Long instrument and roll the Spread Trade out in time and by purchasing or selling a stock. In this lesson we will cover the most common method of adjusting our current Complex Spread Trade.

690 - Adjustment Review

* Use Trade Caddie's TCLC (Trade Caddie Learning Credit) and receive a discounted package for your Education Video Courses.

LEVEL 7

701 - Understanding Deep Technical Analysis

710 - Deeper understand of the Greeks

720 - Technical Analysis - Details the Japanese Candlesticks

730 - Technical Analysis - Details Point and Figure charts

740 - Technical Analyses - Details Fibonacci

750 - Technical Analysis - Details Elliot Wave

790 - Technical Analysis Review