I have a watchlist
Start with Scanner
Narrow the stocks and contracts worth investigating.
How Options Matrix Pro works
From watchlist to reviewed setup — without piecing the research together manually.
Start with the stocks you already follow. Define the levels that matter, scan for contracts, compare the shortlist, pressure-test the strategy and challenge your assumptions — all in one connected workflow.
Start where you are
You don't have to begin at step one.
Use the full research loop, or jump straight to the tool that matches what you're working on today.
I'm comparing contracts
Start with Matrix
Compare strikes and expiries on the same basis.
I'm building or testing a strategy
Start with Visualizer
Construct, adjust and pressure-test the setup.
The OMP research loop
A repeatable path from watchlist to reviewed setup.
Use it end to end, or enter at the stage that matches where your research already is.
- 01
Start with the universe
Choose the stocks and rules to scan.
Start with the tickers you already follow, then define the criteria that make a contract worth a closer look.
- Saved watchlists
- CSP or covered call
- Yield, POP and DTE rules
- Strike targets
Why it matters: you define the search once instead of reopening option chains one by one.
- 02
Calibrate the levels
Anchor the scan to prices you'd actually trade around.
Use auto-calibration to set meaningful strike context for cash-secured puts and covered calls across your watchlist, instead of manually checking charts, option chains and positioning data one ticker at a time.
- Options positioning context
- CSP + covered-call levels
- Review before applying
- Watchlist-wide refresh
Why it matters: the scanner evaluates opportunities around levels that matter to you, instead of treating every strike equally.
- 03
Find the fits
Surface only the contracts that fit.
Run those rules across the watchlist and remove the contracts that don’t fit before you spend time reviewing them. Matched contracts, near-misses and income metrics land in one ranked shortlist.
- Matched contracts
- Near-miss context
- Yield, premium and POP
- Breakeven + collateral
Why it matters: your deep research begins with a shortlist, not an option chain.
- 04
Compare the shortlist
Rank the candidates on the same basis.
Compare Monthly Yield %, breakeven, probability, DTE, premium and strike context across the contracts that made the shortlist — instead of normalizing them mentally or in a spreadsheet.
Monthly Yield % makes different expiries easier to compare without relying on headline premium alone.
- Monthly Yield %
- Breakeven + POP
- DTE + premium
- Contract + collateral context
- 05
Build + pressure-test
See how the strategy behaves before you decide.
Open a candidate in Visualizer, build or adjust the strategy, then change strikes, expiry, underlying price, time and assumptions to see how payoff and risk respond.
- Graph + table P/L
- Expected move
- Probability & Greeks
- Price and time scenarios
- Market-price history
Why it matters: you can test the setup under different assumptions before deciding whether it still makes sense.
- 06
Challenge the thesis
Use AI as a second set of eyes.
Ask what assumptions deserve another look, where risk is concentrated and what could change the trade’s behaviour.
AI Analyst supports your review. It doesn’t choose the trade for you.
- Compare shortlisted setups
- Plain-English trade-offs
- Blind-spot check
- Support, not signals
Why it matters: you get another way to interrogate the setup without handing the decision to an algorithm.
And after you enter?
Keep the trade connected to the research that led to it.
Save the setup, record the thesis, add fills and adjustments, track rolls and review the outcome from the same OMP account.
Why the loop works
Spend less time searching. Spend more time reviewing.
Narrow first
Filter before deep analysis.
Compare consistently
Use the same basis across contracts.
Go deeper when it matters
Spend time on the strongest candidates.
OMP doesn't remove the decision. It reduces the repetitive work around getting to it.
One market context
The same live data follows the setup through the workflow.
Scanner, Matrix and Visualizer use the same live ThetaData market-data foundation, so you don't have to recreate the setup or reconcile numbers across separate tools. Final prices can still move before execution — confirm trade details in your broker.
Scanner
Find the candidates.
Matrix
Compare the contracts.
Visualizer
Model the strategy.
How It Works FAQ
Questions answered before you start.
Where should I start if I already have a ticker or strategy in mind?
Start where the work is. With a ticker in mind, open the Matrix and compare contracts directly. With a strategy idea, start in Visualizer and build it. The research loop is a path, not a gate.
Do I have to use every step?
No. Each tool works on its own. The loop exists so output from one stage carries into the next without re-entering the trade or rebuilding the context.
How does Monthly Yield % help compare contracts?
It standardizes premium income to a monthly basis across expiries, so a 7-day, 21-day and 45-day contract can be compared on the same footing. It is not a performance promise — it is a consistent way to view income potential beside risk context.
Can I send a Scanner result directly into Matrix or Visualizer?
Yes. Candidates from a scan can move into the Matrix for comparison and into the Visualizer for modelling, without recreating the setup in each tool.
Does AI Analyst tell me what to trade?
No. AI Analyst helps you interrogate your own data — comparing shortlisted setups, explaining trade-offs and flagging potential blind spots. It is educational and informational only; you remain responsible for the decision.
What happens after I place a trade?
Saved Trades keeps the trade connected to the research that led to it: record the thesis, add fills and adjustments, track rolls and review the outcome from the same OMP account.
Try the workflow on your own watchlist
Run one scan. Compare the Matrix. Model one setup.
The quickest way to understand OMP is to run the workflow once — with the stocks you already follow and the rules you already care about.
Card required for paid checkout. Educational and informational only. Options trading involves risk.