Creating Your First Trade

To create your first trade, click the "New Trade" button from the dashboard or campaigns page. 1. Select a Strategy — choose from Credit Spread, Debit Spread, The Wheel, or Long Option. This determines what type of trade you're opening. 2. Enter a Ticker — type the stock or index symbol (e.g. SPX, AAPL). 3. Select a Trade Type — for Credit Spreads, choose CCS (Call Credit Spread) or PCS (Put Credit Spread). The form auto-configures based on your selection. 4. Fill in Contract Details — enter the date, quantity, expiration, and strike prices. For spreads, both the short and long strikes are required. 5. Enter Financials — premium received, commission fees, and any misc fees. 6. Click "Open Play" — this creates a new campaign and logs your first trade. The live preview panel on the right shows your estimated capital at risk, break-even price, and ROI as you fill in the form.