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