When you know the ticker
Start in the Matrix.
Open the symbol, compare strikes and expiries by Monthly Yield %, then move the best candidate into the visualizer.
A practical trading-session workflow
How Traders Use OMP to Move From Watchlist to Reviewed Setup
Start with stocks you already follow, calibrate useful strike levels, scan for matching contracts, compare Monthly Yield %, model the setup, and use AI to check your assumptions before deciding.
Founder walkthrough
The product was built to compress manual options research.
The platform introduction video explains the same practical loop: use the Matrix or scanner to find candidates, move interesting setups into the visualizer, then use AI mostly to validate ideas and check blind spots.
Watch the walkthroughTwo ways to start
Start where your trading question starts.
When you need more candidates
Start in the Scanner.
Run a saved list through your rules to surface additional stocks and contracts worth reviewing.
When something looks interesting
Validate before entry.
Check payoff behaviour, sizing, breakeven, IV sensitivity and AI-reviewed assumptions before using your broker.
The sequence
A repeatable path from research to reviewed setup.
01
Start with your list
Choose the tickers and rules you want to scan.
Start with the stocks you already follow, then set the basic scanner rules: cash-secured put or covered call, minimum Monthly Yield %, minimum POP, DTE range and any starting strike levels.
Your tradable universe
Start with the stocks you already follow and would genuinely consider trading, instead of beginning every session with a blank screen or random ticker ideas.
Rules before results
Set the basic rules first: CSP or covered call, minimum Monthly Yield %, minimum POP, DTE range and any current strike targets you want the scanner to respect.
Saved lists by workflow
Keep different ticker groups for different styles of review, so your wheel watchlist, income watchlist or high-conviction names stay organised.
Repeatable process
The point is not to hunt from scratch. It is to start from a defined list and run the same decision workflow whenever market conditions change.
02
Calibrate levels
Auto-calibrate the levels you would actually trade around.
For cash-secured puts, the question is usually: where would I be willing to own this stock below spot, without sitting too close to the current price? For covered calls, it is the reverse: where would I be willing to sell shares above spot? Those levels move as price, open interest and expiry positioning change. Auto-calibration helps you refresh those strike targets across your watchlist instead of manually checking charts, option chains and positioning data one ticker at a time.
CSP ownership level
For short puts, OMP helps surface the lower strike area where you may be willing to own the stock, using probability and options-positioning context instead of only the current chart.
Covered-call exit level
For covered calls, it helps identify the higher call strike area where selling shares would fit your plan, with call-wall, open-interest and max-pain context beside it.
Watchlist-wide refresh
Instead of opening TradingView and option chains for 30, 50 or 100 tickers, you can review proposed strike updates across the list in minutes and apply the ones that make sense.
Ready for the scan
Once the levels are calibrated, the scanner can look for contracts that also match your Monthly Yield %, DTE, POP, premium, breakeven and allocation rules.
03
Run the scan
Scan for contracts that fit those calibrated levels.
Once the strike targets are calibrated, the scanner checks the option chains for contracts that meet your strike, Monthly Yield %, DTE, POP, breakeven and allocation rules. The result is a ranked shortlist instead of a manual chain-by-chain search.
Matched contracts
See the contracts that actually clear your rules for strike, Monthly Yield %, POP, DTE, premium and breakeven instead of browsing chains manually.
Near-miss context
Non-matched rows help you see what almost qualified, so you can understand whether the opportunity is genuinely absent or just outside your settings.
Income metrics together
Review yield, premium, probability, breakeven and collateral context in one place, with the key trade-off visible before deeper analysis.
Shortlist faster
The scan turns a broad watchlist into a focused set of candidates worth reviewing, instead of forcing you through ticker-by-ticker chain checks.
04
Compare in the Matrix
Rank candidates by Monthly Yield %.
Move from raw premium to a standardised comparison view. The Matrix helps you compare strikes and expiries using Monthly Yield %, breakeven, probability, delta, premium and sizing context.
Monthly Yield %
Standardise returns across expiries so a 7-day, 21-day and 45-day contract can be compared on the same monthly basis.
Better strike comparison
Quickly spot when moving further out of the money gives up very little premium but meaningfully improves breakeven or probability context.
Find yield anomalies
Look for situations where a further strike or longer expiry still offers a stronger Monthly Yield % than the obvious nearby contract.
Sizing context
Use contract count, premium, breakeven and collateral context to understand what the setup actually means for your capital allocation.
05
Model the setup
Open the visualizer before you decide.
Send interesting setups into the Strategy Visualizer to review payoff curves, table views, Greeks, IV changes, commissions and multi-leg strategy behaviour.
Payoff curve
Move from a scanner result into a visual model of the setup, including the payoff profile and what happens across different price levels.
Scenario testing
Adjust dates, strikes, IV and assumptions so you can see how the trade behaves if the market moves, volatility changes or time passes.
Beyond simple trades
Model cash-secured puts and covered calls, then keep the same visual workflow for spreads, condors, butterflies and custom multi-leg ideas.
Decision clarity
Use the visualizer as the review step after discovery, so the trade is modelled before you decide whether it fits your rules.
06
Validate assumptions
Use AI as a second set of eyes.
Ask AI Analyst to compare shortlisted setups, explain trade-offs and challenge blind spots using recent scanner and Matrix context. It supports the decision; it does not make it for you.
Compare candidates
Ask AI Analyst to compare shortlisted trades from your scan or Matrix view using the same yield, breakeven and probability context you are already reviewing.
Challenge assumptions
Use it to ask what you may be missing, which risks deserve another look, and whether the setup still matches the rules you set for yourself.
Plain-English trade-offs
Translate the data into clearer trade-off language: more premium versus lower probability, closer breakeven versus stronger yield, or shorter DTE versus assignment risk.
Support, not signals
AI Analyst is there to help you think through your own data. It does not tell you what to trade and it is not financial advice.
The practical point
The goal is not to predict the market. It is to reduce the manual search.
OMP is designed for traders who already understand the strategy but do not want to spend hours opening chains, recalculating yields and checking the same metrics across every ticker.
Before
Ticker list, manual chain checks, scattered calculations and incomplete context.
After
Calibrated levels, matched contracts, Monthly Yield % comparison and a visual review step.
Decision
You still choose the trade, size it, and execute it in your brokerage platform.
Data and execution reality
Built for analysis, not high-frequency execution.
As explained in the walkthrough, the product is meant to identify where the key opportunities may be for the setup you are looking for. Final prices can move before execution, so confirm trade details in your broker.
OMP is built for analysis and comparison, not high-frequency execution.
The platform uses cached/delayed options data, so final trade pricing should be checked in your broker.
The goal is to identify where the key opportunities may be, not to place trades for you.
Workflow FAQ
Questions answered before you start.
Do I have to use the workflow in this exact order?
No. If you already know the ticker, start in the Matrix. If you need more candidates, start in the scanner. The workflow is designed to let you move between discovery, comparison, modelling and validation.
Does Options Matrix Pro place trades?
No. OMP is a research and decision-support platform. You review the setup inside OMP, then make and execute your own decision in your brokerage platform.
Why does the workflow focus so much on Monthly Yield %?
Monthly Yield % makes different expiries easier to compare. It is not a performance promise; it is a standardised way to view income potential beside risk context.
Is AI Analyst making recommendations?
No. AI Analyst is there to help you ask better questions about your own data. It can explain trade-offs and potential blind spots, but you remain responsible for the decision.
Try the workflow on your own watchlist
Run one scan. Compare the Matrix. Model one setup.
The fastest way to understand OMP is to use it with the stocks you already follow and the rules you already care about.
Card required at checkout. Educational and informational only. Options trading involves risk.