How-To Guides
Step-by-step walkthroughs for common tasks and trading workflows.
These guides walk you through specific tasks from start to finish. Each one covers a complete workflow so you can follow along and apply it to your own trading.
Trading Strategies
- How to Find a Cash-Secured Put — Use the Puts tab to find and evaluate premium-selling opportunities
- How to Find a Covered Call — Screen for covered call candidates on stocks you own
- How to Trade a Vertical Spread — Find defined-risk spread setups, especially around earnings
- How to Play Vol Crush — Sell premium into elevated volatility around earnings events
Platform Setup
- How to Set Up Your First Option Bot — Configure Roger to automate your trading
- How to Configure Profit & Loss Alerts — Set custom thresholds and notification channels

