Trading Options in U.S. Markets
4.1 (18 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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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
4.1 (18 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
100 students enrolled
Last updated 1/2017
English
Current price: $50 Original price: $200 Discount: 75% off
30-Day Money-Back Guarantee
Includes:
  • 5 hours on-demand video
  • 15 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Fully understand the basics of investing
  • Have a knowledge of TradeCaddie investing tools
View Curriculum
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 is the target audience?
  • The beginner - the individual who would like to know the basics about investing, progressing towards a working knowledge that is found in later courses.
Curriculum For This Course
29 Lectures
04:47:26
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Introduction
15 Lectures 02:51:55

Welcome to Options Trading in U.S. Markets.  

Preview 00:49

It will be worth your while to download the PDF file accompanying this and the next 2 videos.  This video describes income types, common stock, capital gains, and capital loses. If you are familiar with the material int these introductory videos, feel free to speed up the lectures by 1.5 times using the speed setting found in the lower left hand corner in order to get to the material that matters to you most.

101: Introduction to Investment Income Part A
10:19

101: Introduction to Investment Income Part B
10:57


Review questions for the 101 course on Basic Options

101 Review
5 questions

This is a short, high level overview of what to look for when researching stocks. We cover briefly Technical and Fundamental Analysis, as well as monitoring trends and following basic rules. We introduce the TradeCaddie research gateway briefly, which is simply a list of links that help you analyze stocks. 

Preview 08:09

Review of the 102 course on "Basic Research"

Review 102
6 questions

What is stock? How does it compare to bonds? What is the stock market, and how does one buy and sell on it? Why do stock prices change? Who are the shareholders? Can stock price changes be predicted? What is market capitalization?  This lecture also covers how to read a stock chart, including P/E ratio, trading volume, and so on. Bull markets, bear markets, chickens, pigs, and more. 

110: Introduction to Stocks - Part A
10:21

This lecture covers:

  • Stock Types
  • How to trade stocks
  • Stock Exchanges
  • Why Stock Prices change
  • Earnings Reports
110 - Introduction to Stocks - Part B
14:23

This lecture covers the following:

  • Buying Stocks
  • DRIPS and DIPS
  • How to read a stock chart
  • Market Sentiment
110 - Introduction to Stocks - Part C
11:06

Review 110 - Introduction to Stocks

Review 110 - Introduction to Stocks
5 questions


Review 120 - Introduction to Technical Analysis
5 questions

Of the three types of analysis, fundamental is the one that directly evaluates the core business financial abilities and management effectiveness, as well as evaluates how the company is competing with other companies within the same business discipline. It is in this course that you will learn about Valuation Measures (P/E Ratio, Price/Book Ratio, Market Cap, and more), Profitability, Management Effectiveness, Trading Information (Beta, 52-Week Change, Volume, Percent held by Insiders), and so on. 

130: Introduction to Fundamental Analysis - Part A
14:36

How to understand the fundamental financial performance of a company from its balance sheets and financial reporting.  

130: Introduction to Fundamental Analysis - Part B
15:45

Of the three types of analysis, fundamental is the one that directly evaluates the core business financial abilities and management effectiveness, as well as, evaluates how the company is competing with other companies within the same business discipline.  The data used in the calculation is not only the most personal but uses information that was gathered days, weeks, even months in the past. 

Review 130 - Introduction to Fundamental Analysis
5 questions

This course teaches you about how analysts speculate on how events in society can have an effect on stocks. Free data is available on various websites. This video tells you about Indicators such as the ADP Employment Report, the Beige Book, Business Inventories, Chicago PMI, Construction Spending, Consumer Confidence, CPI, PPI, and so on.

Preview 11:47

This lecture reviews the following Economic Indicators:

  • Durable Goods Orders
  • EIA Petroleum Status Report
  • Employment Cost Index
  • Employment Situation
  • Existing Home Sales - Monthly
  • Factory Orders
  • GDP (Gross Domestic Product)
  • Jobless Claims
  • PPI
  • Import and Export Prices Monthly
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

Details on how to understand the calculations and formulas called the greeks.

180: Understanding the Greeks
08:27

Review 180 - Understanding the Greeks
5 questions
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Options, Calls, and Puts
6 Lectures 01:02:55

This lecture reviews:

  • Risk
  • History of Options
  • What are Options
  • Important Points
150: Introduction to Options - Part A
09:15

This lecture reviews:

  • Brief overview of Options
  • Participants in the Options Market
  • Distinction between buyers and sellers
  • Four positions in Options
  • Options lingo
  • Why we use Options
  • Options Example
  • Exercising Options
  • Trading Out Options
  • Intrinsic Value and Time Value
150: Introduction to Options - Part B
14:45

Review 150 - Introduction to Options
5 questions

Detail about the Long Call Option

151: Long Call
10:17

Review 151 - Long Call
5 questions

This lecture tells you everything you need to know about the Short Call. We provide an example of the trade in the market after showing you how to read the charts to find the resistance. We then show you how the OCW - the Options Chain Wizard from Trade Caddie, which will set up the primary and secondary exit points for you.

152: Short Call
09:39

Review 152 - Short Call
3 questions

This lecture offers a creative way to understand a long put by providing a memorable, practical example from the insurance world. We then walk you through a long put trade in the stock market.

153: Long Put
09:58

Review 153 - Long Put
3 questions

Details about the Short Put Option

154: Short Put
09:01

Review 154 -Short Put
3 questions
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Getting Started with Paper Trading
5 Lectures 30:04

In this section we define the concept of Paper Trading, as well as, describe who the beneficiaries are.  

Preview 03:09

There are six questions you should ask yourself when picking your on-line broker.  This section focuses on those questions.

Question to ask yourself when picking your on-line broker
03:40

The Chicago Board of Options Exchange (CBOE) provides a virtual trading platform for free.  This section will introduce you to getting a functional understanding on how to place trades using the "Virtual Trading" platform provided by Charles Swab (OptionsXpress).  

Opening your Paper Trade Account
08:32

This section will introduce you to getting a functional understanding on how to place trades using the "Virtual Trading" platform provided by CBOE TD Ameritrade ThinkOrSwim.  

How to Paper Trade with the CBOE TD Ameritrade Account
09:22

Paper Trade Review and overview of order types.
05:21
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Review
3 Lectures 22:32

Reviews the difference between Credit trades (trades we get paid to play) and Debit Trades (Trades we pay to play).

160: Debit/Credit Trade Review
07:01

Review of options and how to use them. 

190: Options Review
14:30

Test your knowledge of Options and Spread Trading.  This 40 question quiz is a random selection of the level one course in our education test banks. Read the questions carefully as most mistakes are made from answering questions before they are fully understood.  Unless otherwise stated questions are based on U.S. Trading Standards. Good luck!

Beginner's Quiz
50 questions

Thank you for taking our course.  Look for more of our classes here on Udemy.com

Preview 01:01
About the Instructor
Andy Peterson
4.0 Average rating
32 Reviews
1,458 Students
2 Courses
MPA

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.

Mark Ely
4.0 Average rating
32 Reviews
1,458 Students
2 Courses
Expert options trader, software programmer, and CXO

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
4.0 Average rating
32 Reviews
1,458 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