Trading Options in U.S. Markets

Do it your self-investing with stocks and options. Learn how to research, analyze, and place a trade to match the trend
Rating: 4.4 out of 5 (106 ratings)
6,432 students
English
English [Auto]
Fully understand the basics of investing
Have a knowledge of TradeCaddie investing tools

Requirements

  • This is a basic course and no prior knowledge of investing is necessary.
  • This course is put on by the partners of TradeCaddie LLC, and while references to our trading tools are sometimes mentioned, but are certainly not required for the course.
  • Time. Understanding the markets takes an "investment" of your time. These "100 level" courses consist of over four hours of videos, and include resources for you to download and a quiz to take.

Description

Having a good foundation is important when investing.  This course will teach you how to trade in the options markets and how to research, analyze, and understand the reasons why trend directions occurred. 

If you know your exit points (when to get out of a trade) both positive and negative, then you are better equipped to become a successful trader. 

One of the biggest mistakes of novice traders is over trading.  Just because you have a feeling does not mean you should trade it. 

Knowing when and how to place a trade increases your chances of profitability. Many people trade in one direction. Their expectation is usually bullish (meaning the stock will rise in value).  This is one direction trading.  With options you can make money in bullish, bearish, and stagnant markets. 

This course is design to give you a basic understanding how to identify opportunities which can generate profits while minimizing the downside and risk. 

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.


Who this course is for:

  • The beginner - the individual who would like to know the basics about investing, progressing towards a working knowledge that is found in later courses.

Course content

4 sections29 lectures4h 54m total length
  • Course Introduction
    00:49
  • 101: Introduction to Investment Income Part A
    10:19
  • 101: Introduction to Investment Income Part B
    10:57
  • 101: Introduction to Investment Income Part C
    16:51
  • 101 Review
    5 questions
  • 102: Basic Research
    08:09
  • Review 102
    6 questions
  • 110: Introduction to Stocks - Part A
    10:21
  • 110 - Introduction to Stocks - Part B
    14:23
  • 110 - Introduction to Stocks - Part C
    11:06
  • Review 110 - Introduction to Stocks
    5 questions
  • 120: Introduction to Technical Analysis
    14:37
  • Review 120 - Introduction to Technical Analysis
    5 questions
  • 130: Introduction to Fundamental Analysis - Part A
    14:36
  • 130: Introduction to Fundamental Analysis - Part B
    15:45
  • Review 130 - Introduction to Fundamental Analysis
    5 questions
  • 140: Introduction to Economic Events and Research - Part A
    11:47
  • 140: Introduction to Economic Events and Research - Part B
    12:33
  • Review 140 - Introduction to Economic Events and Research
    5 questions
  • 170: Introduction to Sentimental Analysis
    11:15
  • Review 170 - Introduction to Sentimental Analysis
    5 questions
  • 180: Understanding the Greeks
    08:27
  • Review 180 - Understanding the Greeks
    5 questions

Instructors

Andy Peterson
  • 4.1 Instructor Rating
  • 205 Reviews
  • 10,360 Students
  • 2 Courses

Andy holds a Masters Degree in Public Administration and is a member of the PMI, graduating Magna Cum Laude with a B.S. in Business and minors in Economic and Political Science. Andy has over 20 years of experience in the government finance sector.  As a hands on Operations Manager he combines his knowledge of finance with his love for technology to provide excellent training materials and visual aids for students of options trading. Andy also works closely with leaders in the financial industry and community

In his free time, Andy is attempting to qualify once again for the 70.3 Ironman World Championships, and is a Huddle Leader for FCA Endurance.

Expert options trader, software programmer, and CXO
Mark Ely
  • 4.1 Instructor Rating
  • 205 Reviews
  • 10,360 Students
  • 2 Courses

Mark Ely has over 20 years in the financial industry as an educator, software contributor, writer, technical leader, radio host, and innovator.       

CEO, Co-Founder, and creator of TradeCaddie - provides options tools, research analysis, and education for options and equity investors.

Co-Host of Power Trader Radio - a radio show for Options Traders.

Created options trading platforms that interface with OptionsXpress, ThinkOrSwim, Interactive Brokers, and TradeKing.

Chief Operating Officer for an options education company that provided seminars, workshops, online education for over 8000 students.

Created compliance software for FINRA (Financial Industry Regulatory Authority) that managed the transactions of brokers with their clients.

Wrote the technical manual for DBCAMS a Morningstar Principia software for managing financial portfolio’s between brokers and their clients.

Chief Technology Officer for a broker dealer.

Associates - CCAF
Bachelors- Missouri University of Science and Technology
Masters - Webster University


     



Kumar Koppireddy
  • 4.1 Instructor Rating
  • 205 Reviews
  • 10,360 Students
  • 2 Courses

Koppireddy has over 14 years as a professional software engineer. Throughout this period he has created algorithmic models and applications in regards to financial programs which managed and control statewide budgets, as wells as, commercial payments systems.
He has created a BOND management systems that monitor and managed State Issued bonds.
His understanding of complex mathematical models with linear problem solving to project statistical probabilities, is not only outstanding but sought after by premier institutions and companies in the investment realm.
His goal is to simplify the complexities of investing down to its simplest component, which in turn can be used by anyone who is interested in increasing their chances of making money through investing.
Bachelor’s degree in Math and Physics
Masters in Computer Science