Beginner Guide

Introduction to Options Trading

Everything you need to know to understand options from scratch — with real examples, visual breakdowns, and case studies.

Disclaimer: This content is for educational purposes only and does not constitute financial advice, investment advice, or trading advice. Options trading involves significant risk of loss and is not suitable for all investors. Past performance does not guarantee future results. Always do your own research and consult with a licensed financial advisor before making any investment decisions.

What Are Options?

An option is a financial contract that gives the buyer the right — but not the obligation — to buy or sell a stock at a specific price before a certain date.

The buyer pays a price called the premium to get this right. The seller collects the premium in exchange for taking on the obligation.

Strike Price

The agreed price at which the stock can be bought or sold. This is locked in when the contract is created.

Expiration Date

The deadline. After this date the option expires and becomes worthless if not exercised.

Premium

The price paid by the buyer to the seller for the contract. This is the seller's income and the buyer's cost.

Key insight: Each option contract represents 100 shares of the underlying stock. So if you see a premium of $2.50, the actual cost is $2.50 x 100 = $250.

Calls vs Puts

There are only two types of options. Everything else in options trading is built on top of these two building blocks.

Call Option

The right to buy a stock at the strike price before expiration.

  • + Buy a call when you think the stock will go up
  • + Profit increases as stock rises above strike + premium paid
  • + Max loss = premium paid (if stock stays below strike)
Call Option P&L at Expiration
Strike B/E -Premium Profit Max Loss

Put Option

The right to sell a stock at the strike price before expiration.

  • + Buy a put when you think the stock will go down
  • + Profit increases as stock falls below strike - premium paid
  • + Max loss = premium paid (if stock stays above strike)
Put Option P&L at Expiration
Strike B/E Max Loss Profit -Premium

Remember: For every buyer there is a seller. When you buy a call or put, someone else sold it to you and collected your premium. Sellers profit when options expire worthless. This is the foundation of income strategies like selling credit spreads.

Reading an Options Chain

An options chain is a table showing all available options for a stock at different strike prices. Here's a simplified example for a stock trading at $150:

CALLS STRIKE PUTS
BidAskVolOI BidAskVolOI
8.208.501,24515,302 $140 0.350.458928,451
5.105.303,56722,108 $145 0.800.951,45612,300
2.803.008,91245,600 $150 2.702.907,80038,200
1.201.355,23431,450 $155 5.005.202,10018,900
0.400.552,10018,700 $160 8.308.6098711,200

Bid & Ask

Bid = what buyers are willing to pay. Ask = what sellers want. The difference is the spread. You buy at the ask and sell at the bid.

Volume & Open Interest

Volume = contracts traded today. Open Interest (OI) = total contracts currently open. Higher OI means more liquidity and tighter spreads.

ITM
In The Money

Call: stock > strike
Put: stock < strike

ATM
At The Money

Stock price ≈ strike price

OTM
Out of The Money

Call: stock < strike
Put: stock > strike

How Options Are Priced

An option's premium has two components:

Intrinsic Value

The real, tangible value — how much the option is worth if exercised right now.

Stock at $155, Call Strike $150:
Intrinsic = $155 - $150 = $5.00

OTM options have zero intrinsic value.

Extrinsic Value (Time Value)

The speculative part — what traders pay for the possibility that the stock could move before expiration.

Option price $7.50, Intrinsic $5.00:
Extrinsic = $7.50 - $5.00 = $2.50

Extrinsic value decays as expiration approaches (time decay / theta).

Time Decay: The Seller's Edge

Every day that passes, the extrinsic value of an option decreases. This is called theta decay. It accelerates as expiration approaches.

Days to Expiration Time Value Slow decay Rapid decay 90 days 0

This is why option sellers tend to favor short-dated options — they benefit from faster time decay.

Key Terms

ITM (In The Money) — An option with intrinsic value. Calls are ITM when the stock is above the strike; puts are ITM when the stock is below the strike.
OTM (Out of The Money) — An option with no intrinsic value. It only has extrinsic (time) value and expires worthless if it stays OTM.
ATM (At The Money) — An option whose strike price equals (or is very close to) the current stock price. ATM options have the highest extrinsic value.
Exercise — Using your right to buy (call) or sell (put) the stock at the strike price. Most traders close options before expiration rather than exercising.
Assignment — When an option seller is forced to fulfill their obligation because the buyer exercised. Call sellers must sell shares; put sellers must buy shares.
Spread — A strategy involving two or more options at different strikes. Limits both risk and reward. Common types: credit spreads, debit spreads, verticals.
The Greeks — Metrics that measure how an option's price responds to changes. Delta (price sensitivity), Theta (time decay), Vega (volatility), Gamma (rate of delta change).

Case Study: Buying Your First Call

Let's walk through a real example step by step.

The Setup
Stock: AAPL
Current Price: $175
Strike: $180 Call
Premium: $3.00
Total Cost: $3.00 x 100 = $300 Break-even: $180 + $3 = $183

Three Scenarios at Expiration:

1
AAPL goes to $190 + $700 profit

Option is worth $10 ($190 - $180). Value = $10 x 100 = $1,000. Subtract the $300 cost = $700 profit (233% return).

2
AAPL goes to $182 - $100 loss

Option is worth $2 ($182 - $180). Value = $200. Subtract the $300 cost = $100 loss. Above the strike but below break-even.

3
AAPL stays at $175 - $300 loss (max)

Option expires worthless ($175 < $180 strike). You lose the entire premium paid = $300 max loss. This is the worst case.

Case Study: Selling a Put for Income

This is the foundation of income-focused strategies like the Wheel.

The Setup
Stock: AMD
Current Price: $120
Strike: $115 Put (STO)
Premium: $2.00
Income Received: $2.00 x 100 = $200 Capital Required: $115 x 100 = $11,500 Break-even: $115 - $2 = $113

Three Scenarios at Expiration:

1
AMD stays above $115 + $200 profit

Put expires worthless. You keep the entire $200 premium as pure profit. ROI = $200 / $11,500 = 1.7% return on a single trade.

2
AMD drops to $114 + $100 net profit

You're assigned 100 shares at $115, but you collected $2 premium so your real cost basis is $113. Stock is at $114 — you're still ahead by $1/share = $100 profit.

3
AMD crashes to $100 - $1,300 loss

You're assigned at $115, cost basis $113. Stock is at $100 — unrealized loss of $13/share = $1,300 loss. This is the risk of selling puts — you must be willing to own the stock.

The Wheel Strategy: If you get assigned shares, you sell covered calls against them to collect more premium, lowering your cost basis further. When shares get called away, you start again by selling puts. This cycle is called "The Wheel" — and it's one of the most popular income strategies for option sellers.

Common Mistakes Beginners Make

Buying far OTM options because they're "cheap"

A $0.10 option is cheap for a reason — it has a very low probability of being profitable. Most cheap OTM options expire worthless. Focus on probability, not price.

Ignoring time decay

If you buy an option and the stock doesn't move, you still lose money every day from theta decay. Time works against buyers and in favor of sellers.

Risking too much on a single trade

Options can expire worthless — 100% loss on that trade. Never put more than 2-5% of your account into a single position. Diversify your trades.

Not having an exit plan

Before entering any trade, know your profit target and your max loss. "I'll figure it out later" leads to emotional decisions and bigger losses.

Trading without tracking

If you don't log your trades, you can't learn from them. Track every entry, exit, and outcome. That's exactly what Tradez was built for.

Ready to Start Tracking?

Tradez is built for traders who take their performance seriously. Log your trades, track your spreads, and grow your portfolio with clarity.