Quick Start Guide
Here are some short videos that shows how to get started with OptionStack.
The quickstart video will show you some of the basics about your first steps with OptionStack.
The video tutorial will show you step-by-step on how to create an options…
Understanding the Different Block Types
You can create your trading strategies by dragging and dropping various blocks in the Visual Strategy Editor to compose your trading strategy.
WHEN Block – used to perform certain actions WHEN specific trading signals / market conditions occurs. Trading signals can…
Understanding the Strategy Block
The Strategy Block is used to define the stock and option strategies to trade. Using the Strategy Block, you can trade a variety of supported stock and option strategies, including but not limited to:
Long / Short stock
Call Option /…
Referencing Existing Trades
When creating a new trade, there may be situations where you would like to reference specific attributes from existing positions / trades.
Trade a new option spread whose strikes overlap with the short strikes of an existing option spread
Trade…
Understanding the Backtest Results
The Backtest Results displays the Summary Statistics of your strategy.
Start Date: Start date of your backtest
End Date: End date of your backtest
Portfolio Return: Percentage return of portfolio
Max Drawdown: max loss from a peak to trough of…
How To Tune Your Backtest
Backtests can take anywhere from a few seconds to several hours to complete. The amount of time it takes to complete your backtest will depend on many factors such as the complexity of your strategies, the frequency of trades, the…
How To Debug Your Strategy
Watch our tutorial video below to see how to debug / fix your trading strategy when it is not working as expected. Login to your account to follow along with the video!
There are usually 2 reasons why your strategy may not be working as expected:
Your trading…
Understanding the Backtest Settings
The Backtest Settings is used to configure the runtime settings of your backtests.
Start Date: Configure the start date of your backtests. The available start date range will depend on which plan you have purchased.
End Date: Configure the end date of…
Backtesting The Option Wheel
In this tutorial, we will explain how to backtest the Option Wheel strategy using the OptionStack platform.
The Option Wheel is a strategy that involves selling cash secured puts (CSP) and adjusting them into a covered call if the short…
How To Use Your Own Custom Indicators
You can import your own custom market quotes and market indicators into your account. Custom market quotes / indicators can include stocks, indexes, currencies, crypto, foreign stocks, interest rates, bonds, as well as proprietary indicators from other platforms.
There are…
